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Description
Sustained
success in an estate planning and estate and trust administration practice
requires that we have a high degree of sensitivity to those situations in which
we could owe potentially conflicting duties to multiple parties. If these issues are not identified and resolved
early, conflicts of interest could unravel an engagement and result in ethics
rules violations. We will discuss the
following important issues:
- Addressing conflicts of interest in engagement letters
- Duties owed to non-client beneficiaries when representing a Trustee
- Conflicts of interest in representing Co-Trustees
- Ethics issues in advising closely-held businesses owners
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
Your archive will be available within 5 days of the live event.
| State CE Exceptions: Attorneys must apply for CLE approval 30 days before event date or earlier. Click on your state for application. |  |  |  |