David F. Johnson co-presented with Kenneth J. Fair on the topic of “Ethics in Estate Planning, Probate, and Trust Administration” as part of the Strafford webinar series on May 27, 2025.

The discussion highlighted various factors in estate planning and probate that can raise ethical issues, including joint representation, clients with diminished capacity or those susceptible to undue influence, attorneys acting as fiduciaries, and conflicts of interest. The panel examined the relevant rules of professional conduct outlined in the ABA Model Rules and provided a detailed analysis of the significant ethical challenges faced in estate planning, probate, and trust administration. The presentation slides are attached.

Ethics in Estate Planning, Probate, and Trust Administration – Presentation Slides