Summary
An estate planning professional must be adept at applying federal and state laws relating to property ownership and disposition, creation and administration of trusts and estates and various types of taxes -- all within the highest standards of ethics. Our professional obligations are of paramount importance, given the nature of the issues we often handle for our clients. During this teleconference, we will address the following important matters:

• Overview of the ACTEC Commentaries
• Fulfilling duties of competence and diligence
• Multijurisdictional practice
• Multidisciplinary practice

Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSB, 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 BSB, 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.