ESTATE PLANNING COUNCIL OF RHODE ISLAND

DATE:                       November 20, 2018
PLACE:                     U.S. Trust
                                  100 Westminster St., Providence, RI – 4th Floor Boardroom
TIME:                        12:00-1:00
TOPIC:                      Ethical Issues in Estate Planning
SPEAKER:                David D. Curtin, JD
                                  Chief Disciplinary Counsel
                                  Supreme Court Disciplinary Board

SUMMARY/BIO:    

The Estate Planning Council of RI describes itself as a diverse group of professionals committed to expanding estate planning knowledge and expertise, and growing professional contacts and relationships.  Almost all professional associations have adopted codes of conduct relating to the provision of services.  This presentation will focus on the ethical obligations imposed upon attorneys by the Rules of Professional Conduct as enacted by the Rhode Island Supreme Court, and address the topics of fee sharing, referral fees, financial considerations, conflicts of interest, capacity of aged clients.

David D. Curtin is a 1984 graduate of Suffolk University School of Law.  He has been employed as a prosecutor in the Criminal Division of the Rhode Island Department of Attorney General; as a sole practitioner practicing in the areas of criminal defense and civil litigation, and as an Assistant City Solicitor for the city of Providence, representing the city as trial counsel in the state and federal courts, and as appellate counsel before the Rhode Island Supreme Court and the First Circuit Court of Appeals.  He has been Chief Disciplinary Counsel of the Supreme Court of the State of Rhode Island since 1994.  He is a frequent presenter at the National Organization of Bar Counsel, has presented numerous CLE programs on ethics, and has taught at Roger Williams University School of Law. He has also taught paralegal courses for the National Academy of Paralegal Studies, Providence College and Roger Williams University.