Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals
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This event will be offered in person at the Minnehaha Country Club or virtually from your home/office.
A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.
Registration will close at 5 pm on Thursday, December 8th.
About the Program
The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:
- Duty to File Amended Tax Returns
- Recognizing and Steering Clear of Tax Return Preparer Penalties
- Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
- Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust
