Preventing Trusts and Estates Malpractice: 60 Tips in 60 Minutes

Like most attorneys, you probably feel like there is no way you could ever be sued - until that process server shows up at your office.< br>
In this fast paced seminar, Bill McCaffery will discuss what leads trusts and estates practitioners into legal malpractice and provides 60 practical tips to help you avoid getting sued by your clients. Topics to be discussed include: inadequate investigation, communication errors, errors of law, clerical errors, time management issues, conflicts of interest and insurance considerations. Bill will also discuss malpractice statistics based on practice area & firm size, using questionnaires, investigating assets, using plain English, documenting the file, keeping detailed notes, conflicts checks, remembering who your client is, and undue influence.

William T. McCaffery concentrates in the areas of legal malpractice defense, professional liability, commercial litigation, and general liability defense. He represents attorneys and law firms that have been sued for legal malpractice in cases ranging from real estate and personal injury matters to complex business transactions and commercial litigation.

Practice Areas: Law Practice Management | Wills, Trusts & Estates

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