success in an estate planning practice requires that we have a high degree of
sensitivity to those situations in which we could owe potentially conflicting
duties to multiple parties. If these
issues are not identified and resolved early, conflicts of interest could
unravel an engagement and result in ethics rules violations. We will discuss the following important
- Representing Members of the Same Family
- Conflicts That May Arise From Representing Co-Trustees
- Using Engagements Letters to Deal With Actual or Potential Conflicts
- Nonprofit Board Service
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.
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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.
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