Conflicts of Interest Issues Facing Estate Planning Professionals

Date: Tuesday, December 15, 2020
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club
Speaker: Cannon Teleconference

Sustained success in an estate planning 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:

  • Representing Members of the Same Family
  • Conflicts That May Arise From Representing Co-Trustees
  • Using Engagements Letters to Deal With Actual or Potential Conflicts
  • Nonprofit Board Service

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar