The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:

• Duty to File Amended Tax Returns
• Recognizing and Steering Clear of Tax Return Preparer Penalties
• Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
• Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust

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.