Breakout session 2 | Ethical considerations in working with and around deceased and incapacitated clients and their families (qualifies for 1.0 ethics)

Discussing your ethical obligations when dealing with diminished capacity, disabled, and deceased clients, in this session, Timothy McCurdy will cover:

  - the duty to treat diminished capacity clients as normally as possible;
  - what to do when a client becomes incapacitated; and
  - your obligations to maintain the attorney-client privilege when a client dies.

This program covers the technical and practical ethics issues facing practitioners in most estate planning, probate, and trust and estate administration engagement. Related cases and professional rules of conduct will be highlighted and analyzed.

Speaker: Timothy F. McCurdy, Mitchell, Brown & Associates, LLC, St. Louis