Name
Ethics in Estate Planning: Lessons from the Courts and the Headlines
Date & Time
Thursday, September 24, 2026, 9:40 AM - 10:40 AM
Speakers
Johnston Burkhardt - Sternberg, Naccari & White, LLC
Katherine Wells Gressett - Sternberg, Naccari & White, LLC
Katherine Wells Gressett - Sternberg, Naccari & White, LLC
Description
This ethics presentation will examine recent court decisions from across the country, along with current news articles, involving ethical issues arising in estate planning and related matters. Through discussion of these real-world cases and developments, we will identify and analyze the ethical issues presented, examine the corresponding provisions of the Louisiana Rules of Professional Conduct, and evaluate whether the attorneys' conduct constitutes an ethical violation. The presentation will emphasize practical guidance for Louisiana attorneys, including how ethical obligations apply in common and emerging estate-planning scenarios and how practitioners can recognize and avoid potential ethical pitfalls in their own practices.
Session Type
Conference