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Description
Sustained
success in an estate planning 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:
- Representing Members of the Same Family
- Conflicts That May Arise From Representing Co-Trustees
- Using Engagements Letters to Deal With Actual or Potential Conflicts
- Nonprofit Board Service
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.
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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. |