Not all charges of breaches of professional ethics result from consciously attempting to cut corners, take advantage of a situation, extract excessive fees or treat someone unfairly. In fact, an ethics complaint may arise out of facts showing the respondent was striving to provide a laudatory level of service. During this program, we will look at issues that may develop from:

• Concurrent representation of spouses and other family members
• Planning for a client’s possible eventual incapacity
• Safekeeping of a client’s 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.