planning professionals encounter a wide variety of complicated legal issues
depending on the clients’ family dynamics, the value and nature of the clients’
wealth and the tasks that need to be performed to address clients’ objectives. Unsurprisingly, the ethics-based challenges
we encounter can vary considerably depending on the particular type of work we
are asked to handle. During this
teleconference, we will examine the unique ethics-based obligations that can
arise in the following types of engagements:
- Asset Protection Planning
- Closely Held Business Planning
- Negotiating Settlements of Disputes
- Representing Disabled Clients
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.