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When Good Plans Go Bad: Ethics and Risk Management in Trust & Estate Practice: 1 Hour MCLE (General) | On-Demand CLE

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  • When Good Plans Go Bad: Ethics and Risk Management in Trust & Estate Practice: 1 Hour MCLE (General) | On-Demand CLE

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On-Demand CLE

When Good Plans Go Bad: Ethics and Risk Management in Trust & Estate Practice

1 Hour MCLE (General)

What You Will Learn

  • Learn provide practical risk management strategies for both trust and estate planners and probate litigators.
  • Learn how to identify red flags early, navigate ethically fraught representations, document decisions effectively, and reduce exposure to malpractice claims and disciplinary complaints.

Share this program:

What You Will Learn

  • Learn provide practical risk management strategies for both trust and estate planners and probate litigators.
  • Learn how to identify red flags early, navigate ethically fraught representations, document decisions effectively, and reduce exposure to malpractice claims and disciplinary complaints.

Register now for immediate access to this program.

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Price

$17 for SFVBA Members
$34 for SFVBA Non-Members

60 minutes
Date Published

February 23, 2026

Publisher

San Fernando Valley Bar Association

Subjects

Probate & Estate Planning

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call (818) 227-0490 (M-F, 9am-5pm PT) or e-mail customer service.

Summary

This program will examine common scenarios in which well-intentioned estate plans and probate representations go awry, leading to conflicts of interest, capacity challenges, undue influence claims, and professional responsibility pitfalls.

SWOD-27362

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Presenters

Amanda Moghaddam
Claims Attorney - Lawyers Mutual Insurance Company

Immediate Past President of the SFVBA, claims attorney with Lawyers Mutual Insurance and a renowned Certified Specialist in... Read More

Adam A. Ainslie
Partner - Collins + Collins LLP

Experienced litigator across CA, representing attorneys and firms in legal malpractice, including litigation and... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Media Files
Video Presentation
Downloadable Files
Trust and Estate Practice Presentation Guide
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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