Estate Planning and Administration Professionals in the Dock (Ethics)

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:

• Duty to file amended tax returns
• Recognizing and avoiding tax return preparer penalties
• Hazards a lawyer may encounter in representing Co-Trustees or a Trustee and beneficiaries
• Lawyer’s duties to a client after active representation has terminated

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, June 19, 2026.

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Continuing Education:

CTFA, CFP, CPA/EA, LEGAL CLE, and CWS continuing education credits available.