Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals

Date: Tuesday, December 13, 2022
Time: 11:30am - 1:00pm
Location: Minnehaha Country Club & Webinar
Speaker: Cannon Teleconference

This event will only be offered in person at the Minnehaha Country Club. No virtual option or recording will be available. 

A buffet lunch will be served starting at 11:30 am. The webinar begins at noon.

 

About the Program

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:

  • Duty to File Amended Tax Returns
  • Recognizing and Steering Clear of Tax Return Preparer Penalties
  • Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
  • Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust

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