Ensnared in an Ethics Trap: Navigating Conflicts of Interest

Date: Tuesday, December 11, 2018
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

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!

Related Document(s):

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