Ethics-Based Obligations in Specific Client Engagements

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

Registration will close at 5 pm on Wednesday, June 17th.  Please register if you will attend to ensure we have an accurate lunch count.  Thank you!

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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