Know Your Client: Recognizing Risks Before it is Too Late

Cost: $50 PFAC Member – $70 Non-Member

Speakers: Karen Goodman

CEU Awarded: 1.0 Ethics

Presented Date: 11/17/2020



About the Course

The presentation will focus on the professional fiduciaries’ risks in representing clients who have diminished capacity, mental and/or physical limitations, or limited English-speaking skills in understanding what a “fiduciary duty” means in high-stress situations. This program will present illustrations of typical problems encountered by professional fiduciaries and provide risk management suggestions to avoid ethics complaints or civil actions.

Karen Goodman

Karen Goodman is an attorney who has been litigating fiduciary duty cases since the mid-1980s. She is President of her own law firm, Goodman Law Corp, which has a trial practice focusing on professional liability and ethics matters. She is Vice President of the Sacramento Valley Chapter for the American Board of Trial Advocates. She is designated as a Certified Specialist by the California State Bar in the Legal Malpractice field. She is consulted by other professionals concerning ethics issues on a regular basis. She is a Vice-Chairperson of the California Lawyers Association Ethics Committee.