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Ethical Considerations for Employee Benefits Attorneys (PDF)
Utz & Lattan, LLCLink to more items from this source
May 27, 2015

146-page text outline of presentation to the Employee Benefits Institute Workshop, University of Missouri-Kansas City School of Law. Topics include: [1] Who is the client? [2] Representing entities; [3] Representing multiple parties; [4] Attorney-client privilege; [5] Work product doctrine; [6] Handling settlement proceeds subject to subrogation claim; [7] Plan participants' ability to sue law firm for legal malpractice; [8] Law firm as fiduciary of client's plan; [9] Multijurisdictional Practice; and [10] Circular 230 Revisions.

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