Course Registration

Serving Two Masters: A Comparison of Ethical Duties under the ABA Model Code of Prof. Responsibility and UPIA (Ethics credit)

8/1/201710:00am PDT1 hour

A comparison of the ethical duties established by the ABA Model Code of Professional Responsibility and the duties of care established by the Uniform Prudent Investor Act is important when an attorney serves in dual capacities as a legal practitioner and a fiduciary to a trust beneficiary.

The relationship between an attorney and their client is a fiduciary one. Implicit within this relationship are duties of care which predate the Model Code of Professional Responsibility and finds their genesis in common law going as far back as the Roman law of trusts (Fideicommissum). The Uniform Prudent Investor Act shares this common ancestry. In this presentation we will compare and contrast these two ethical frameworks as they apply to the legal practitioner who also serves as a trustee.

Participants will:
· Understand the crossover of ethical duties between MCPR and UPIA.
· Understand where the ethical duties of MCPR and UPIA diverge.
· Receive an overview of governance best practices for an attorney who is serving as a trustee.
· Learn how to create a record of compliance with the UPIA duties of care.

Participants will earn 1.0 CPE/MCLE credit
Field of Study: Regulatory Ethics
In order to be awarded the full credits, you must respond to at least three out of the four polling questions asked during the program.

Additional Information
Prerequisites: None
Who Should Attend: Attorneys, Individual Trustees
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based

Refunds and Cancellations:
The course is provided free of charge. Cancellations can be made at any time. For more information regarding complaints, and/or the program policies please contact our offices at

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(805) 899-1245