Webinar: My Client Wants Me, How Can I Ethically Draft Documents that Name Me a Fiduciary or Recipient of a Testamentary Gift?

Wednesday, June 11, 2014
Noon - 1:30 p.m. EDT
Stetson University College of Law

My Client Wants Me, How Can I Ethically Draft Documents that Name Me a Fiduciary or Recipient of a Testamentary Gift?
Sandra Fascell Diamond and Professor Roberta K. Flowers

This inaugural presentation is the first in a series of annual webinars that will address in depth the real ethical dilemmas faced by attorneys in elder law and special needs trust drafting and administration. Sandra Fascell Diamond, a board certified Wills and Trust attorney since 1989 and current member of the Florida Board of Governors, will join Professor Roberta Flowers to discuss the ethical and practical issues faced by an attorney in drafting documents that name the attorney as a fiduciary or as a recipient of a testamentary gift. They will discuss the potential conflicts of interest and undue influence issues that may arise and the practical ways to ensure that the documents drafted are ethical and enforceable.

Registration: $100

Webinar Faculty

Sandra Fascell Diamond
Attorney at Law
Williamson, Diamond & Caton P.A.
St. Petersburg, Florida

Attorney Sandra Fascell Diamond is a partner at the firm of Williamson, Diamond & Caton P.A. She has been admitted to practice law in the state of Florida since 1979. She graduated from Smith University with a Bachelor of Arts degree in 1969, from Trinity College with a Master of Arts in Teaching in 1970 and from Villanova University with a Juris Doctor in 1978. Her areas of practice include estate planning and estate and trust administration.

She is AV® Preeminent™ Peer Review RatedSM by Martindale Hubbell®, certified by the Florida Bar Board of Legal Specialization and Education in wills, trusts and estates, a fellow of the American College of Trust and Estate Counsel, and a member of Florida Trend's Florida Legal Elite Hall of Fame. She is also a member of The Florida Bar and various bar organizations. She is a recipient of numerous awards and has been recognized among the Top 50 Women Florida Super Lawyers.

Roberta Flowers
Professor of Law
Stetson Law
Gulfport, Florida

Roberta K. Flowers is a Professor of Law at Stetson Law. Professor Flowers teaches Ethics in an Elder Law Practice in the Elder Law LL.M. program. She also teaches evidence, criminal procedure, and professional responsibility. She has lectured throughout the United States and internationally in the area of Ethics. Professor Flowers’ research interests revolve around the issues of ethics and professionalism. Her articles have appeared in such journals as the Fordham Law Review, the Boston College Law Review, Missouri Law Review, the Nebraska Law Review, the Ohio State Journal of Criminal Law, Hastings Constitutional Law Quarterly, the Stetson Law Review, and the NAELA Journal.

Before coming to Stetson, Professor Flowers worked as a prosecutor both in the state and federal system. She graduated magna cum laude from Baylor University in 1979 with a Bachelor of Arts degree in psychology. She received her Juris Doctorate from the University of Colorado in 1984, where she was selected to be a member of the Order of the Coif. Professor Flowers is active in several professional associations. She has served on numerous committees of the Florida Bar including the Professional Ethics Committee, the Evidence Committee and the Standing Committee on Professionalism. She is currently the chair of the Professionalism Sub-Committee of the Litigation Section’s Ethics and Professionalism Committee of the American Bar Association.

CLE Information

Application has been approved by The Florida Bar for 1.5 hours of General CLE credits or 1.5 hours of Ethics CLE credits. Although we only apply for CLE in the state of Florida, we will provide a packet of materials via email to apply for CLE in another state. Stetson University College of Law does not pay the application fee for CLE applications in states other than Florida.

For more information, contact the Office of Professional Education ope@law.stetson.edu 727-562-7392.