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Practical and Ethical Considerations 2 JAMES M LESTIKOW - IICLE

Practical and Ethical Considerations 2 JAMES M LESTIKOW - IICLE 2025

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This document discusses practical and ethical considerations in asset protection planning, emphasizing the importance of adhering to legal and ethical standards while advising clients on strategies to safeguard their assets. It outlines the roles and responsibilities of attorneys, including defining the scope of representation, managing multiple representations, and addressing potential conflicts of interest. The document also highlights the need for thorough documentation, client engagement letters, and understanding the implications of fraudulent transfer laws. Additionally, it provides guidance on initial client meetings and includes sample forms for financial information gathering.

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