ARTICLES
HELPFUL ARTICLE DOWNLOADS
As part of our obligation to contribute to our profession, we often speak at or publish with various professional organizations. Some of our presentations include:
Rule 1.18: Duties to a Prospective Client
Important Message Regarding Potential Repeal of Valuation Discounts
Ethics for Estate Planners – A Case Study
Ten Hypotheticals, presented by Robert Freed to The Douglas W. Conner 31st Annual Advanced Estate Planning and Administration Seminar (2010)
Selected Ethics Issues for the Estate Planner: ACTEC Commentaries and Virginia Law
Selected Ethics Issues for the CPA-Attorney or the Attorney Who Practices with an Accounting Firm
A Survey of Ethical Issues in the Attorney-Client Relationship
The Ethics of the Business of Law Practice
The Documents and Goals of Estate Planning
“Simple” Wills: The Oxymoron

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