Ensnared in an Ethics Trap: Navigating Conflicts of Interest
Sustained success in an estate planning and estate and trust administration 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 issues:
• Addressing conflicts of interest in engagement letters
• Duties owed to non-client beneficiaries when representing a Trustee
• Conflicts of interest in representing Co-Trustees
• Ethics issues in advising closely-held businesses owners
Registration will close at 5 pm on Thursday, December 6th. Please register if you will attend to ensure we have an accurate lunch count. Thank you!
