Common Ethical and Legal Pitfalls in Estate Planning

Common Ethical and Legal Pitfalls in Estate Planning

Courses Tabs

Overview
CLE Hours: 
CLE Credit: 
Course Level: 
Basic
Fees: 
$45 for Members and $65 for Nonmembers
Start Date and Time (CT): 
Tuesday, June 16, 2020 - 12:00pm
Course Materials: 
Most live webinars include the ability to ask questions during the webinar about the topic, view slides of the presentation and have access to a recording of the webinar.

In the field of Estate Planning, we, as professionals, must be weary of common ethical and legal pitfalls. In this webinar, we will review, among other things, the standards of competent representation, maintaining confidence while admitting to not knowing the answer, disclosure of conflict of interests, ensuring legal capacity, and creating an engagement letter.

Instructor: 
Course Year: 
2020