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Practice Area:Ethics


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Additional Materials - Departing Lawyer Checklist (6 pp)
by Craig T. Merritt

from the coursebook Smart (Lateral) Moves: Ethical Concerns for Lawyers and the Firms They Leave or Join (March 23, 2016)

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Avoiding Ethics Dilemmas For Trust and Estate Counsel (With Forms For Practitioners) (2009) (20 pp)
by Joy M. Miyasaki

from the coursebook Ethics Issues in Estate Planning (April 20, 2009)

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Current Ethical Problems in Estate Planning (with Checklist)
by Randall W. Roth

from the ALI CLE Estate Planning Course Materials Journal Vol. 6 No. 4 (August 1, 2000)

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Form of a Letter Concluding Representation of Client(s) Once Services Described in Engagement Letter Have Been Performed (4 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of a Letter Regarding the Appointment of the Lawyer as a Fiduciary (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of a Letter Withdrawing from Representation of All Clients When an Actual Conflict of Interest Arises (4 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of a Letter Withdrawing from Representation of Certain Client(s) and Continuing Representation of Other Client(s) When an Actual Conflict of Interest Arises (4 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Estate Administration (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Guardianship Petition (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing Both the Entity and the Organizers Jointly) (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing the Entity Only) (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Representation in Connection with the Organization of a New Business Entity (Representing the Organizers Jointly and Not the Entity) (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for the Joint Representation of Multiple Members of the Same Family (Other Than Spouses) in Non-Litigated Matters of Common Interest (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for the Representation of Both Spouses Jointly in Estate Planning Matters (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for the Representation of One or More Beneficiaries in Litigation Matters (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for the Representation of One or More Fiduciaries in Litigation Matters (Version 2) (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for the Representation of One Person in Estate Planning Matters (Married or Unmarried) (6 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter for Trust Administration (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Form of an Engagement Letter to be Signed by a Married Couple in Connection with the Separate Representation of Other Members of the Same Family in Estate Planning Matters (8 pp)

from the coursebook Engagement Letters for Estate Planners: Managing Client Expectations and Ethical Obligations (October 11, 2017)

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Law Firm Online Activity Policy (12 pp)
by Michael P. Downey

from the coursebook Drafting and Implementing Ethical Law Firm Technology Policies (September 20, 2011)

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