You might be interested in this zoom presentation and also the MCLE credits (and 1 hour for legal ethics). On February 11, from 12 Noon to 1 PM, Bradford (Brad) Hise will be presenting Ethical Considerations in Estate Planning. The presentation is for the New Attorneys Section of the Estate Planning and Probate Section of the San Mateo County Bar Association, but Brad’s presentation is for all estate planning attorneys and attendance is not limited to members.
As I helped interact with Brad for his presentation, I have seen Brad’s slides, and they are not just for “new” estate planning attorneys. In any event, “new” attorneys are defined as 1 to 10 years out, and all estate planning attorneys are subject to the same ethical duties, so you know that the talk isn’t limited to basic. Brad is a Partner and General Counsel with the Hanson Bridgett Law Firm – he knows his stuff. Below is a link to the Calendar page for the San Mateo County Bar Association – click on the presentation link for February 11 – you can also register as a non-member (I believe that there might be a small fee for non-members, but the fee is very small and the best deal in town). If the below link doesn’t work, just google the San Mateo County Bar Association and click on the Calendar page for February 11. Here is the Calendar page link https://www.smcba.org/calendar/
I hope that you will attend (virtually). Best, Dave Tate, Esq.