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Beware of Hidden Dangers When Taking On New Clients

Practical and ethical considerations to address.

Taking on a new representation is exciting, to be sure. Not only is there the potential for making money, but also, there’s the thrill of validation. To quote Sally Field’s acceptance speech for her 1984 Academy Award for best actress in Places in the Heart, “You like me, right now, you like me!” The excitement may be so great that it’s difficult to stop and think about reasons not to undertake the representation. To be fair, in many trusts and estates

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