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Description
Our
representation of clients must always be within the ethics parameters imposed
by applicable state law, the rules governing conduct within our various
professions, the IRS and the courts. Consistent
and fair adherence to the relevant standards, even when that results in client
annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise
common sense and have an in-depth knowledge of ethics issues specific to estate
planning and trust administration. We
will discuss the following:
- Screening clients to avoid problems before they develop
- Ethics dilemmas in asset protection planning
- Representing clients with diminished capacity
- Obligations of lawyer after representation has become dormant
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.
Purchase this teleconference + archive MP4 at the rate of $394 total: Click Here
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. |