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Ethics Considerations for the Trust and Estate Practitioner


DATE
Tuesday, May 20, 2014

TIME
12:30 - 1:00 p.m.  - Lunch
1:00- 2:00 p.m. - Program
2:00 - 2:30 p.m. - Q&A

LOCATION
CohnReznick LLP
3rd Floor Boardroom
4 Becker Farm Road
Roseland, NJ 07068

RSVP
Katie Levy at 973-618-6230

Ethics Considerations for the Trust and Estate Practitioner

Join CohnReznick LLP at our Roseland, NJ office for a Cannon Financial Institute teleconference.  

According to Cannon, the presentation will cover:

Our ethics obligations simply must be at the forefront of our practices. Not only is ethical practice obviously the right and proper way for a trust and estate professional to operate, but, as many lawsuits and ethics complaints have amply demonstrated over the years, the hazards of veering off course are substantial. To help keep you on course, we will discuss the following:

  • Representing members of the same family
  • Concurrent representation of a fiduciary and one or more beneficiaries
  • Maintaining client confidences
  • "State-of-the-art" engagement letters


This teleconference qualifies for 1.5 CLE credits, provided by Cannon Financial Institute.

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