Conflicts of Interest Issues Facing Estate Planning Professionals

Date: Tuesday, December 15, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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There is a limit of 50 IN PERSON attendees for this event. Attendees must pre-register. Virtual attendance is unlimited.

Registration for in-person attendance will close at 5 pm on Thursday, December 10th.  

If you do not feel well, or have been exposed to Covid, we ask that you stay home and attend the live webinar.

About the Program:

Sustained 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 issues:

  • 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

 

Meeting Protocol Information:

  • All SFEPC members will be required to pre-register. Since spots are limited, please be courteous to other members and cancel your registration if a conflict arises.

  • SFEPC members will be given priority when registering. Guests will be included only if space allows.

  • A plated meal will be served by Minnehaha Country Club staff. Their staff will be masked and is required to complete a daily screening prior to work.

  • Seating will be 4 people per round table.

  • Attendees are required to wear masks when not eating as per MCC rules.

  • The program will also be offered for you to stream at your home or office. If you are not feeling well, or are not comfortable attending in person, please register to attend the live webinar which begins at NOON. A registration link will be provided to members. 

Please Note: An inherent risk of exposure to COVID-19 exists in any public place where people are present.  COVID-19 is an extremely contagious disease that can lead to severe illness and death.  According to the Centers for Disease Control and Prevention, senior citizens and guests with underlying medical conditions are especially vulnerable.

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