Does the Estate Planning Attorney Owe a Duty to Beneficiaries?

Adam F. Steisand, Esq. of Loeb & Loeb LLP gave a presentation at the ACTEC Annual Meeting in Rancho Mirage, California, March 2009, entitled "To Tell the Truth (T&E Lawyers' Edition):  Will My Real Client Please Stand Up.  A pdf of his excellent presentation is posted on the Loeb & Loeb website:  click here.

He discusses the question of whether or not an attorney owes a duty to non-client beneficiaries as well as whom the attorney represents when he or she represents a fiduciary, what are the ethical duties when representing a husband and wife, and what duty is owed to a client with diminished capacity.

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