Cannon Estate Planning: Assorted Ethics - Based and Related Legal Conundrums for Estate Professionals - 12/13

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 
Assorted Ethics – Based and Related Legal Conundrums for Estate Professionals
 
Tuesday, December 13, 2022
12:00 pm – 1:00 pm
Streaming access is available

 
Summary of Teleconference:
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 given 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:

Speakers will address:

  • 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 Beneficiaries

  • Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust

 
 
Register for the teleconference by sending an email to jennifer.julius@pnc.com. 
 
Streaming information, as well as the teleconference material, will be sent to you by return email.


There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.    

Sarah Croft