Recorded Webinar: Ethical Dilemmas in Maintaining Confidentiality in Wills and Estates Matters (Ethics)

Maintaining confidentiality is a fundamental component of the solicitor / client relationship. However, difficult ethical conundrums can arise in practice, particularly in succession law matters.

This session looks at the key challenges in meeting confidentiality and ethics requirements, including:

• Confidentiality obligations to potential clients
• Complying with solicitor conduct rules on confidentiality
• Dealing with forced disclosure - statutory notices and legal demands for information
• Can an executor demand your will instruction file?
• Confidentiality and managing risk in cyberspace
• Disclosing information to protect client – confidentiality in emergency situations
• What are exceptions to the duty of confidentiality?
• Confidentiality issues and providing information to a court or tribunal about a client’s lack of mental capacity