Our ethics obligations can differ drastically based on the type of person with which we may interact. In estate planning, we will be presented with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult spots involving:

• Prospective clients
• Unrepresented parties (including beneficiaries and Trustees)
• Parties represented by other lawyers
• Lawyers serving as Personal Representatives and Trustees

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.