CANNON: Assorted Ethics-Based Legal Conundrums for Estate Professionals

The Trust Company of Tennessee

Join The Trust Company of Tennessee for a hosted presentation of Cannon Financial's 2021 Teleconference series.

<ul><li>Hosted at The Trust Company of Tennessee's Knoxville office with limited attendance for safety. </li><li>Boxed lunches will be served for those attending in person beginning at 12 pm. Socially distanced seating is available in our conference room for a limited number.</li></ul>If you are interested in attending virtually, we are exploring options for your participation. Please contact Lindsay Cates for additional options at lcates@thetrust.com.

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 teleconference, 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 Steering Clear of Tax Return Preparer Penalties
</li><li>Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
</li><li>Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust</li></ul>

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CANNON: Assorted Ethics-Based Legal Conundrums for Estate Professionals

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CANNON: Assorted Ethics-Based Legal Conundrums for Estate Professionals

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