Springfield Cannon Teleconference: "Ethics: Malpractice in Estate Planning - 12/12

PNC's Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 
2023 Teleconference: Ethics: Malpractice in Estate Planning - Some Guidance on How to Avoid It 

 

Tuesday, December 12, 2023

12:00 pm – 1:30 pm

 

PNC Bank

3201 W. White Oaks Dr., suite 100B

Springfield, IL  62704

 

 

Summary of Teleconference:

It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory landscape, the estate planner must be vigilant not to allow the quality of his or her representation of clients to deteriorate. Given the plethora of currently available estate planning and post-mortem planning options, the potential for making mistakes may be greater than ever. In this teleconference, we’ll consider:


Speakers will address:

  • What constitutes malpractice?

  • The interrelationship of ethics rules violations and malpractice claims

  • The potential for liability to non-clients

  • Estate planning malpractice hazard zones

 

Register for the teleconference by sending an email to nicole.moore@pnc.com no later than December 8th.

 

A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options, Jimmy John’s – 1) Pepe (ham & cheese), 2) Big John (roast beef) 3) Turkey Tom 4) Vito (salami, capocollo, cheese, onion, oil & vinegar, 5) The Veggie (double cheese, avocado spread & cucumber) or 6) JJ BLT.  Sandwiches come with lettuce, tomato and mayo. 

 

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.    

 

 

Kind Regards,

 

Nicole Moore

Executive Assistant

Perry Mangione & Ryan Alwood

 

PNC Private Bank

One North Franklin, Suite 2700

Chicago, IL 60606

(p) 312.384.5999

Sarah Croft