Taxation & Estate Planning

ACTEC Commentaries on Model Rules of Professional Conduct

By Joel A. Schoenmeyer

The Model Rules of Professional Conduct are a framework for attorney conduct in many states. The problem is that the Model Rules seem to have been written by and for litigation and commercial attorneys, and not by and for estate planning and probate attorneys. Luckily, ACTEC (the American College of Trust and Estate Counsel) has written commentaries on the Model Rules from an estate planning/probate practitioner's perspective. The commentaries are available in book form or online.

ACTEC also has some other helpful materials online, including a great book containing sample engagement letters to be sent to potential clients, here.

Full post as published by Death and Taxes Blog on December 17, 2008 (boomark / email).