Legal Ethics Rules When There's No Attorney-Client Relationship

Legal Ethics Rules When There's No Attorney-Client Relationship

This webinar will examine situations in which the lines between client and non-client are sometimes blurred.

By Prairie Trust™

Date and time

Tuesday, December 10 · 12 - 1:30pm CST

Location

Prairie Trust™

N16W23321 Stone Ridge Dr. Waukesha, WI 53188

About this event

  • 1 hour 30 minutes

Prairie Trust™ invites you to a complimentary luncheon webinar: Application of Legal Ethics Rules When There's No Attorney-Client Relationship.

Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving:

  • Prospective clients
  • Unrepresented parties (including beneficiaries and Trustees)
  • Parties represented by other lawyers
  • Lawyers serving as Personal Representatives and Trustees

Speakers (via webinar):

Charles A. Redd; Stinson LLP

Turney P. Berry; Wyatt, Tarrant & Combs LLP

To reserve your seat, please RSVP by Friday, December 6, 2024.

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Continuing Education: 

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

Organized by

Prairie Trust™

Prairie Trust™, a division of Waukesha State Bank, is the premier fiduciary-focused administrative trust company in Wisconsin specializing in personal trust services, including special needs trusts,  and estate settlement.  also includes an Advisor Friendly Alliance that works with financial advisors in providing customers seamless trust and qualified plan services that integrate with, and enhance, their product offerings. For more information on Prairie Trust™, visit www.prairietrust.com.

Not FDIC Insured | Not Bank Guaranteed | May Lose ValueNot Guaranteed by any Government Agency | Not a Bank Deposit