Free

Ethics-Based Obligations in Specific Client Engagements Luncheon

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Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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Prairie Trust™ invites you to a complimentary luncheon webinar on Ethics-Based Obligations in Specific Client Engagements.

Estate planning professionals encounter a wide variety of complicated legal issues depending on the clients’ family dynamics, the value and nature of the clients’ wealth and the tasks that need to be performed to address clients’ objectives. Unsurprisingly, the ethics-based challenges we encounter can vary considerably depending on the particular type of work we are asked to handle. During this webinar, we will examine the unique ethics-based obligations that can arise in the following types of engagements:

- Asset Protection Planning
- Closely Held Business Planning
- Negotiating Settlements of Disputes
- Representing Disabled Clients

Speakers (via webinar):

Charles A. Redd, Stinson Leonard Street LLP
Turney P. Berry, Wyatt, Tarrant & Combs

To reserve your seat, please RSVP by Friday, June 19, 2020.

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Continuing Education:

CFP, CTFA, CISP, CRSP, CLE, CPE continuing education credits available.

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Location

Prairie Trust™ (Lower Level Community Room - use side entrance)

1227 Corporate Center Drive

Oconomowoc, WI 53066

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