EPCRI December Lunchtime Learning: "Malpractice in Estate Planning - Some Guidance on How to Avoid it"

Date: Tuesday, December 12, 2023
Time: 1:00pm - 2:30pm
Location: via Zoom
Speaker: Panel: Charles A. “Clary” Redd, Esq.; Margaret E.W. Sager, Esq.; Turney P. Berry, Esq.; Thomas O. Hiscott, Esq.

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Meeting will be held via Zoom.  Log-in information will be sent prior to the program.

Program Description:

It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory landscape, the estate planner must be vigilant not to allow the quality of his or her representation of clients to deteriorate. Given the plethora of currently available estate planning and postmortem planning options, the potential for making mistakes may be greater than ever. In this teleconference, discussion will include:

                               • What constitutes malpractice?

                               • The interrelationship of ethics rules violations and malpractice claims

                               • The potential for liability to non-clients

                               • Estate planning malpractice hazard zones


This is a unique opportunity for our lunchtime series.  The program has been pre-qualified for continuing education credits for CTFA, CFP, and CPA.  It is expected that it will qualify for CLE in RI.   It is the member’s responsibility to submit for credits.  Program link and handouts will be sent to all registrants.

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