This presentation will address the many ethical issues faced by lawyers when we take on representation of more than one client at the same time. The most common form of this is representing couples in their estate planning, but other forms include representing several beneficiaries of a trust or estate, groups of siblings, business partners or even members of a class.

A discussion of recent changes and legislative action on the tax laws and how they affect estate planning.

This session will review special needs planning basics, special tools and new developments.

The presentation will cover all ancillary document matters, including durable powers of attorney, advance health-care directives, nomination of guardians and conservators, HIPAA, DNRs, anatomical gifts, burial/cremation planning, pet planning, and the new End-of-Life Options Act.

A discussion of fiduciary responsibility when it comes to delegated trust functions, including investment advisement, legal work, and property management. An overview of the UTC and case law interpreting the statute that governs delegation by the trustee will be provided followed by a discussion by the panelists as to their experiences supervising delegated functions, examples of good and bad outcomes and best practices.