Ethics-Based Obligations in Specific Client Engagements
This Cannon Teleconference will be only offered live in person at the Minnehaha Country Club. The recording will be posted in the SFEPC document library about a week after the event. CE will only be available for those attending the live event in person, unless the CE you're applying for allows credit for viewing recordings.
A buffet lunch will be served starting at 11:30 am. The 90-minute webinar begins at noon.
Registration will close at 5 pm on Thursday, June 12th.
Estate 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 the 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 webinar, we’ll examine the unique ethics-based obligations that can arise in the following scenarios:
- Asset protection planning
- Closely-held business planning
- Negotiating settlements of disputes
- Conflict of interest arising from nonprofit board service
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