We're excited to invite you for a complimentary, in-person lunch and seminar to be held on June 17th at Shallots Bistro in Skokie! Our online webinar is available, too. Either way, you'll earn 1.5 hours of CLE credit—completely on us!

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 seminar, 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

Adrian Mendieta, SVP, Market Manager

Vince Bailey, Wealth Advisor

REGISTER TODAY for this complimentary in-person or online event! For lunch attendees, please also call 630.425.5867 to reserve your spot.

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

LUNCH VENUE: Shallots Bistro, 7016 Carpenter Road, Skokie, IL 60077

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