Skip navigation
Life guard red warning sign on the beach at Florida, USA.

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


Please Log in if you are currently a Trust&Estates subscriber, or select DAYPASS for our new 24 hour access (nominal fee required).

If you are interested in unlimited article access for one year, please select Annual Subscription below.

Hide comments


  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.