Byers to Co-Present at Estate Planning & Fiduciary Law CLE on Malpractice

Estate Planning CLE

Attorney Colleen Byers will be co-presenting at the North Carolina Bar Association’s Estate Planning & Fiduciary Law Program on July 23. The session, titled “Watch Out! Malpractice Avoidance, Claims Repair & Ethical Considerations,” is part of a 6-hour CLE program. Byers will be co-presenting with Mark Scruggs, senior claims counselor with Lawyers Mutual. This year marks the first time that the annual Estate Planning & Fiduciary Law Program, now in its 41st year, will be held virtually.

The session will dive into the issues and matters that tend to give rise to a legal malpractice claim in the areas of estate planning, trust and estate administration, estate proceedings, and fiduciary litigation. This session addresses common pitfalls and provides suggestions for malpractice avoidance and claims repair. It also identifies and analyzes the following common ethical considerations that arise in this practice area:

  • Representing a client with diminished capacity
  • Client communications
  • Representation and conflicts of interest
  • Privilege and confidentiality considerations after your client dies
  • Responding to subpoenas.

To register for the CLE, interested attendees can find out more information here

Colleen L. Byers, JD, MBA, RYT200, is a collaborative lawyer and certified mediator. Over the last decade, her legal practice has included employment, business and commercial litigation, legal malpractice defense, estate proceedings, will caveats, trust disputes, guardianship proceedings, power of attorney abuse matters, and fiduciary litigation. Colleen regularly advises lawyers on malpractice avoidance, claims repair, and legal malpractice defense issues, particularly those that arise within guardianship, trust, and estate matters.

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