Ethical Issues in Estate Planning (OH)

Summary

This practice note addresses key ethical issues in Ohio estate planning. It discusses the Ohio Rules of Professional Conduct, which set forth the estate planner's duties to the client and other ethical responsibilities. It covers conflicts of interest, the attorney-client relationship, and representation of multiple parties. The note also addresses the issues pertaining to diminished capacity and undue influence. The note concludes with a discussion of the consequences of ethics violations, and offers recommendations for reducing the risk of disciplinary proceedings and civil lawsuits against the estate planner.