Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be focused only on our traditional ethics obligations owed to clients and former clients. Many other ethics issues, some of which were never or seldom thought about by estate planning and estate and trust administration practitioners in earlier generations, now arise with increasing frequency. These include:

• Ethics issues relating to managing office technology
• Maintaining confidentiality and the attorney-client privilege when working with a client’s other advisors
• Multijurisdictional practice hazards
• Maintaining competence and diligence in an ever-changing and expanding field

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: If holding program in live group setting, Site Coordinators must apply for CLE approval 30 days before event date or earlier. Click on your state for application.