Ethics Issues in a Contemporary Estate Planning Process

Prairie Trust™ invites you to a complimentary luncheon webinar: Ethics Issues in a Contemporary Estate Planning Practice.

Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be focused only on our traditional ethics obligations owed to clients and former clients. Many other ethics issues, some of which were never or seldom thought about by estate planning and estate and trust administration practitioners in earlier generations, now arise with increasing frequency. These include:

• Ethics issues relating to managing office technology
• Maintaining confidentiality and the attorney-client privilege when working with a client's other advisors
• Multijurisdictional practice hazards
• Maintaining competence and diligence in an ever-changing and expanding field

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, June 14, 2024.

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Continuing Education: 

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