Estate planners and those who administer estates and trusts frequently must adapt to changes in our practices, including evolving ethics concerns. We cannot be concerned only with our traditional ethics obligations owed to clients and former clients; many other ethics issues arise with increasing frequency. These include:

• Ethics issues in managing office technology
• Maintaining confidentiality and the attorney-client privilege when working with a client's other advisors
• Multijurisdictional practice issues
• Maintaining competence and diligence in the current environment

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.