Ethics-Based Obligations in Specific Client Engagements

Date: Tuesday, June 23, 2020
Time: 11:30am - 1:00pm
Location: Webinar
Speaker: Cannon Teleconference

SFEPC Members will be able to attend this event virtually at their own home or office.  Access information will be emailed to members a week prior to the event.

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 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 teleconference, we will examine the unique ethics-based obligations that can arise in the following types of engagements:

  • Asset Protection Planning
  • Closely Held Business Planning
  • Negotiating Settlements of Disputes
  • Representing Disabled Clients

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