Harper Professional Advisors Speaker Series Presents:

Ensnared in an Ethics Trap: Navigating Conflicts of Interest

Presented by Cannon Financial Institute Estate Planning Teleconference Series

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

 

Continuing Education and Learning Credits Offered.

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Date: December 11, 2018
Time: 11:30 – 1:45 pm
11:30 Lunch
12:00 Teleconference

Location:  Harper College, Building X, Room X250

 

Hosted by the Harper Professional Advisors Committee

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Harper Professional Advisors Seminar
Ensnared in an Ethics Trap: Navigating Conflicts of Interest
Tuesday, December 11, 2018 at 11:30 AM
 
Attendees: 1 No Charge

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