Cannon Financial CE Credit Webinar - Conflicts of Interest Issues Facing Estate Planning Professionals
Date: Tuesday, December 15, 2020
Time: 10:00am - 11:30am
Location: Online Webinar - the access link and materials provided prior to the Webinar date
Speaker: Charles A. Redd and Turney P. Berry
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
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