eCourse
Forgetting Who Your Client Is
Contains material from Apr 2026
Forgetting Who Your Client Is
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The cooperation between trustees, beneficiaries, and other interested parties often seen in Special Needs Trusts may create a trap for the unwary practitioner. This presentation provides practical guidance and ethical requirements for maintaining appropriate attorney/client relationships, not accidentally forming attorney/client relationships, and keeping in mind the client’s needs and duties in forwarding the progress of a SNT.
Includes: Video Captions Audio Transcript Paper
- Total Credit Hours:
- 0.50 | 0.50 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 4/30/2027
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Sessions
Credit
1.
Forgetting Who Your Client Is (Apr 2026)
Jennifer L. Coulter
0.50
0.50
0.00
0.50 | 0.50 ethics
Downloadable Materials
Transcript
(txt)
Paper
(pdf)
– 18 pgs
Session 1 —27 mins 0.50 | 0.50 ethics
Forgetting Who Your Client Is (Apr 2026)
The cooperation between trustees, beneficiaries, and other interested parties often seen in Special Needs Trusts may create a trap for the unwary practitioner. This presentation provides practical guidance and ethical requirements for maintaining appropriate attorney/client relationships, not accidentally forming attorney/client relationships, and keeping in mind the client’s needs and duties in forwarding the progress of a SNT.
Originally presented: Feb 2026 Special Needs Trusts
Jennifer L. Coulter,
Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX