Terry Franklin Participates on “Ethics” Panel at ACTEC 2019 Annual Meeting

Partner Terry Franklin is presenting on the panel “The Ethics of Negotiation: Oh, the Places You Can’t Go,” at the American College of Trust and Estate Counsel (ACTEC) 2019 Annual Meeting. Creating estate plans, administering trusts and estates, dealing with trust and estate disputes, and representing parties in guardianships all involve negotiations. This program will highlight the ethical challenges that often arise, yet are rarely foreseen by practitioners. The discussion will also explore the conflicts of interest faced by both litigators and estate planners, negotiation in an arms-length versus fiduciary setting, and the clash of loyalty and confidentiality. Additionally, the panelists will touch on the difference between negotiations with third parties versus clients and the legal principles coupled with ethical obligations governing negotiations with clients over engagement agreements. The conference is being held March 20 – March 24, 2019 at the La Quinta Resort & Club in La Quinta, CA.

Mr. Franklin is an ACTEC Fellow and serves as Chair of the Diversity and Inclusivity Committee, and serves on the Board of Regents, the California Membership Committee, and the Fiduciary Litigation Committee.