Program Details
2026-02-27 13:00:00
Over 1,000+ webinars
Course Overview
2026-02-27 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session explores how attorneys must understand not just who the client legally is, but how clients perceive themselves and their objectives in estate planning matters. Topics include intake practices that define scope and roles, confidentiality in joint representation, conflict-of-interest management, and ethical challenges when representing married couples and blended families.
Timothy L. Fort
David F. Johnson 2:10 pm - 3:10 pm ESTThis session examines the complex ethical landscape of representing fiduciaries, including clear identification of who the client is and managing communications with beneficiaries and heirs. Attendees will learn about conflicts in contested probate matters, obligations when clients have diminished capacity, post-death confidentiality duties, and managing ethical exposure when attorneys serve as fiduciaries themselves.
Timothy L. FortDavid F. JohnsonTimothy L. Fort holds the Eveleigh Professorship in Business Ethics and is Professor of Business Law & Ethics at the Kelley School of Business at Indiana University. His research focuses on how ethical business conduct can create positive organizational cultures that foster sustainable peace.
David F. Johnson maintains an active trial and appellate practice, specializing in fiduciary litigation matters including estate and trust disputes, will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty, and accountings.
Timothy L. Fort holds the Eveleigh Professorship in Business Ethics and is Professor of Business Law & Ethics at the Kelley School of Business at Indiana University. His research focuses on how ethical business conduct can create positive organizational cultures that foster sustainable peace.
David F. Johnson maintains an active trial and appellate practice, specializing in fiduciary litigation matters including estate and trust disputes, will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty, and accountings.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
