Estate Planning and Administration Professionals in the Dock (Ethics)

Prairie Trust™, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, including special needs trusts,  and estate settlement.Prairie Trust™also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Trust™, visit www.prairietrust.com.Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit

Prairie Trust™

This webinar will cover ethical landmines in estate planning—tax duties, penalties, conflicts, and post-representation risks.

Prairie Trust™ invites you to a complimentary luncheon webinar: Estate Planning and Administration Professionals in the Dock (Ethics)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 even if he or she is exceptionally knowledgeable about the substantive law. In this webinar, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:<ul><li>Duty to file amended tax returns</li><li>Recognizing and avoiding tax return preparer penalties</li><li>Hazards a lawyer may encounter in representing Co-Trustees or a Trustee and beneficiaries</li><li>Lawyer’s duties to a client after active representation has terminated</li></ul>Speakers (via webinar):Charles A. Redd; Stinson LLPTurney P. Berry; Wyatt, Tarrant &amp; Combs LLPTo reserve your seat, please RSVP by Friday, June 19, 2026.***Continuing Education:CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.

Estate Planning and Administration Professionals in the Dock (Ethics)

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Estate Planning and Administration Professionals in the Dock (Ethics)

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