Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules. A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without diminishing client service. The subjects to be discussed in this teleconference will include:

• Concurrent Representation of Spouses and Other Family Members
• Planning for a Client's Possible Eventual Incapacity
• Safekeeping of a Client's Original Estate Planning Documents
• Disclosure of a Disabled Client's Confidential Information

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.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. 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.