When Your New York Estate Crosses State Lines: Ethical Issues and the Unauthorized Practice of Law
On a Monday morning after a holiday weekend, your inbox is full of client emails. Your long time New York client wants you to prepare a Florida-based revocable trust. Another wants to informally settle a family dispute in Virginia. Still another is receiving medical treatment out of state and wants to immediately execute new estate documents while there. Your last email of the day is a New York beneficiary of an out of state trust who wants advice regarding the trust’s terms. What are the boundaries of a New York law license when advising on these and similar matters? This program will explore the ethical obligations that confront you in these types of situations.
Jennifer F. Hillman is a Partner in Rivkin Radler’s Personal, Family & Business Planning Practice Group as a fiduciary, trust and estate litigator. Her practice includes all manner of contested and uncontested Surrogate’s Court proceedings and include accounting proceedings, probate contests, discovery proceedings, and commercial litigation related to estates. These proceedings review the actions of trustees, executors and other fiduciaries, protect and recover estate and trust assets and other matters related to trusts and estates.
*This program has been approved in accordance with the requirements of the NYS CLE Board for 1 Ethics credit, presented by Rivkin Radler LLP, an Accredited Provider. *
