Ethical Considerations in Trust Management and Administration

Course overview

This CE/CLE presentation examines key ethical duties under the Florida Rules of Professional Conduct, including loyalty, impartiality, and prudence. Topics such as confidentiality, conflicts of interest, and transparent billing practices are addressed, with a focus on practical, real-world application. The presentation also discusses the ethical use of technology in trust administration, emphasizing the need for data security and technological competence. Practical scenarios are presented to help fiduciaries and attorneys navigate their ethical obligations in everyday practice.