MICPEL and the MSBA Section of Estate and Trust Law

In Cooperation with the University of Baltimore School of Law and the University of Maryland School of Law Present:

YOUR ESTATE & TRUST PRACTICE - DOING IT BETTER:
APPROACHES TO RESOLVING COMMON ETHICAL AND PRACTICAL DILEMMAS
Course #08-3088

Click here for a printable order form 
Please fill out the form completely and fax it to MICPEL at 410.659.0647.

3 CLE Ethics Hours

Wednesday, November 14, 2007

Ecker Business Training Center
6751 Columbia Gateway Drive
Columbia, MD

9:00 a.m. – 12:15 p.m.

Faculty

Linda D. Schwartz, Esq.
Paley, Rothman, Goldstein, Rosenberg, Eig & Cooper, Chartered
Program Chair

Melvin Hirshman, Esq.
Bar Counsel,
Attorney Grievance Commission of Maryland

Hugh A. “Jay” Mitchell, Jr., Esq.
Stewart, Plant & Blumenthal, LLC

WHAT YOU WILL LEARN AND WHY YOU SHOULD ATTEND

 
Whether you are a seasoned attorney or a new practitioner, this program will provide you with useful information to assist you in managing your estate and trust practice more efficiently and ethically. Our outstanding faculty will provide guidance on recognizing issues and choosing practical and ethical approaches that will reduce exposure to professional liability. Attend Your Estate and Trust Practice - Doing it Better and have your specific questions answered.

Questions to Be Addressed:

Are there times when you cannot represent spouses in their estate planning?
Who should participate in client conferences and receive information?
How do you identify your multiple clients and ethical procedures necessary to represent them?
Do you need a disengagement letter when you have finished your client’s services?
What records do you need to keep, and for how long?
What continuing duties do you have for current and former clients?

Agenda
 

9:00 a.m. - 10:15 a.m.
Making the Deal
· Identifying the Client
· Keeping Confidences and Secrets
· Fee Arrangements: How Much and Who Pays?
· Waivers and Consents to Conflicts of Interest
· Engagement/Retainer Letters
· Client Funds and Advance Payments
· Multi-jurisdictional Practice: Can You Do It?
Hugh A. "Jay" Mitchell, Jr., Esq. and Faculty

10:15 a.m. -10:30 a.m. Break

10:30 a.m. -11:00 a.m.
Continuing Duties to Clients: Acting in Self Defense
· Following up with Clients and Communications
· Changes in the Law
· Retirement or Withdrawal from a Law Firm
· The Noncompliant Client: What Should You Do to Protect Yourself?
· Impact of Disengagement Letters
Melvin Hirshman, Esq. and Faculty

11:00 a.m. -11:45 a.m.
Practical Management
· Email: A Blessing or a Curse?
· Metadata: What Is It and Can It Hurt You?
· Business Records and Files: What Must Be Retained Under Maryland Law?
· Scanning and Storage: Where Do You Keep Original Client Documents?
Linda D. Schwartz, Esq. and Faculty

11:45 a.m. -12:15 a.m.
Questions and Answers
Faculty will respond to questions from attendees on examples of frequent dilemmas and suggested practice approaches.
 

Tuition

MSBA Members  $149

MSBA Estate and Trust Law Section Members  $129

MSBA Young Lawyers Section Members  $129

MICPEL Passport Members  $0

All Others  $169

Video Replay  $129
PA Credits Fee  $6