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Tips From the Pros: Risky Business: Lawyers Representing Trustees

Charles A. Redd warns attorneys who advise trustees to consult the relevant standards set forth by the Model Rules of Professional Conduct.

A lawyer who represents a trustee may initially believe he has a straightforward attorney-client relationship. The existence of beneficiaries, however, makes the engagement more complicated, and potentially more hazardous, than many other types of work a lawyer may undertake. The Model Rules of Professional Conduct adopted by the American Bar Association’s House of Delegates in 1983 (the Model Rules) set forth a comprehensive compilation of standards that members of the bar in enacting


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