- This event has passed.
Cannon Teleconference: Ethics Issues for Estate Planners Before the Engagement Begins
December 14, 2021 @ 1:00 pm - 2:00 pm
Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple problems giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this teleconference are the following:
- Screening Clients to Avoid Problems Before They Develop
- Honestly Discerning Whether You Have the Requisite Competence to Render Needed Services
- Ascertaining Who You May Properly and Effectively Represent
- Designing Engagement Letters
To register for this event, click HERE. Registration deadline is December 13th. Further information will be sent to you prior to the teleconference.