Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished

Cannon Estate Planning Teleconference: No Good Deed Goes Unpunished

PNC's Wealth Management Group, invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

No Good Deed Goes Unpunished (Ethics)

 

Tuesday, June 22, 2021

12:00 pm – 1:00 pm

Streaming access is available

 


Summary of Teleconference:
Estate planning professionals, in an honest and zealous attempt to give their clients the best possible service, sometimes get tripped up by ethics rules.  A service provider who has a solid understanding of the applicable rules and engages in more than momentary reflection on the situation at hand before acting can avoid ethics rules violations, and possible civil liability, without diminishing client service.  The subjects to be discussed in this teleconference will include:


Speakers will address:

 

  • Concurrent Representation of Spouses and Other Family Members

  • Planning for a Client’s Possible Eventual Incapacity

  • Safekeeping of a Client’s Original Estate Planning Documents

  • Disclosure of a Disabled Client’s Confidential Information


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.

 

This course has been approved 1.5 hours of CLE, CPA, and CFP credit and 2.0 hours for CTFA credit.

StartsTue Jun 22 2021, 12:00pm CDTEndsTue Jun 22 2021, 01:00pm CDT

Sarah Croft