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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