Credit Available - See Credits tab below.
Total Credits: 1.5 AL Ethics, 1.5 AK Ethics, 1.5 AZ Ethics, 1.5 AR Ethics, 1.5 CA Ethics, 1.5 CO Ethics, 1.5 CT Ethics, 1.5 DE Advanced Ethics, 1.5 FL Ethics, 1.5 GA Ethics, 1.5 HI Ethics, 1.5 ID Ethics, 1.5 IL Professional Responsibility - Legal Ethics, 1.5 IN Ethics, 1.5 IA Ethics, 1.5 KS Ethics, 1.5 KY Ethics, 1.5 LA Ethics, 1.5 ME General, 1.5 MD Ethics, 1.5 MA Ethics, 1.5 MI Ethics, 1.5 MN Ethics, 1.5 MS Ethics, 1.8 MO Ethics, 1.5 MT Ethics, 1.5 NE Ethics, 1.5 NV Ethics, 1.5 NH Ethics, 1.8 NJ Ethics, 1.5 NM Ethics, 1.5 NY Ethics, 1.5 NC Ethics, 1.5 ND Ethics, 1.5 OH Attorney Professional Conduct, 1.5 OK Ethics, 1.5 OR Ethics, 1.5 PA Ethics, 1.5 RI Ethics, 1.5 SC Ethics, 1.5 SD Ethics, 1.5 TN Dual (Ethics), 1.5 TX Ethics, 1.5 UT Ethics, 1.5 VT Ethics, 1.5 VA Ethics, 1.5 WA Ethics, 1.8 WV Ethics, 1.5 WI Ethics, 1.5 WY Ethics
This CLE course explores the unique and often complex ethical, professional liability, and risk management challenges that estate, probate, and trust attorneys face. As the legal landscape evolves and generational wealth transfers increase, practitioners must navigate heightened scrutiny, potential conflicts of interest, third-party claims, and confidentiality issues. Through hypotheticals and real-world case studies, faculty will provide actionable guidance on avoiding malpractice pitfalls, managing competing interests, and effectively documenting representation to minimize liability. This course is essential for attorneys practicing in estate planning, probate litigation, or fiduciary roles.
Learning Objectives:
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2028
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2028
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 3333
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
Provider Number: 13825
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2028
Status: Approved
Credit Type: Advanced Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2026
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 04/30/2027
Status: Approved
Provider Number: 236059
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: 5105
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: Professional Responsibility - Legal Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 09/30/2027
Status: Approved
Provider Number: ATT0001
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/02/2026
Status: Approved
Provider Number: 111648
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2026
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2026
Status: Approved
Provider Number: 5809
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 06/30/2026
Status: Approved
Provider Number: 6888
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 09/30/2026
Status: Approved
Provider Number: 7486
Credit Type: General
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2027
Status: Approved
Provider Number: 1873
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2027
Status: Approved
Provider Number: 10280
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: Ethics
Credit Amount: 1.8
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: N/A
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2028
Status: Approved
Provider Number: 4760
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 12/31/2028
Status: Approved
Provider Number: 50550
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: Ethics
Credit Amount: 1.8
Course Type: On Demand
Expires:
Status: Pending, Submitted for Accreditation
Provider Number: 703
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2030
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 02/28/2026
Status: Approved
Provider Number: 6460
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: Attorney Professional Conduct
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: 14774
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2026
Status: Approved
Provider Number: 2839
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2027
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 10/01/2027
Status: Approved
Provider Number: N/A
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Provider Number: SPON00593
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 12/31/2025
Status: Approved
Provider Number: N/A
Credit Type: Dual (Ethics)
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 09/30/2026
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 09/30/2026
Status: Approved
Provider Number: 12507
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Pending, Submitted for Accreditation
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration: 09/30/2030
Status: Approved
Provider Number: 9124293
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Not Approved
Credit Type: Ethics
Credit Amount: 1.5
Course Type: On Demand
Course Expiration:
Status: Approved
| Risks and Conflicts in Estate Practice (1.1 MB) | Available after Purchase | ||
Noah Fiedler is a shareholder at Barron & Newburger, P.C., where he serves as a co-leader of the Attorney Risk Management Practice Group and heads the firm’s Wisconsin office. He specializes in assisting lawyers and law firms, providing guidance on best practices to prevent issues and representing clients against claims. Noah boasts extensive experience in defending lawyers in cases involving malpractice, breach of fiduciary duty, defamation, misrepresentation claims, and disciplinary proceedings. He regularly imparts counsel and conducts educational sessions for lawyers and firms nationwide on ethics, liability, and risk management matters. Noah has curated numerous resources for law firm risk management, including the Attorneys Risk Management program. Additionally, he is an active member of the Association of Professional Responsibility Lawyers and serves as an instructor for Professional Responsibility at the University of Wisconsin Law School.
