Join us on June 17th for a complimentary webinar and earn 1.5 hours of CLE credit!

Topic: 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 the 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’ll examine the unique ethics-based obligations that can arise in the following scenarios:

• Asset protection planning
• Closely-held business planning
• Negotiating settlements of disputes
• Conflict of interest arising from nonprofit board service

MEET OUR BANKFINANCIAL TEAM:

Ron Tuite, SVP, Trust & Investments Services

Stephanie McDonald, SVP, Trust & Investments Services

Vince Bailey, Wealth Advisor

REGISTER TODAY for this complimentary online event!

NOTE: Login information will be emailed to attendees the morning of the event.

Tuesday, June 17, 2025 | 12:00 PM – 1:30 PM CT

BankFinancial Investment Services are: Not FDIC insured | May lose value | Not financial institution guaranteed | Not a bank deposit | Not insured by any federal government agency