Free

Ethics Issues in a Modern Estate Planning Practice 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 Issues in a Modern Estate Planning Practice.

Estate planners and those who administer estates and trusts frequently must adapt to changes in our practices, including evolving ethics concerns. We cannot be concerned only with our traditional ethics obligations owed to clients and former clients; many other ethics issues arise with increasing frequency. These include:

- Ethics issues in managing office technology
- Maintaining confidentiality and the attorney-client privilege when working with a client's other advisors
- Multijurisdictional practice issues
- Maintaining competence and diligence in the current environment

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 21.

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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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