The Ethics of Today & Strategic Planning for Tomorrow: A Two Part Course

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About This Course

This two part CLE course begins with a discussion of the new ethical rules and standards. The course will review the 2009 updates to the rules on ethics and include a thorough study of the various ethical considerations as they relate to mining for Metadata as well as the new rules as they pertain to engagement letters. The course will also explore the resurgence of the complex section 487 of the Judiciary Law and disciplinary proceedings that have resulted from recent changes. The second part of the course will offer strategic planning guidelines in relation to both personal and business relationships. The course will include a detailed look at conveyances between spouses, trusts, lifetime gifts to future generations and individual partnership to LLC’s. There will also be a comprehensive discussion of family limited partnerships, like kind exchanges, transfers of interest, and the distinctions between stock and real estate transfers.

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