Posts Tagged ‘trustee’

Cannon Teleconference: Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals

access_time Posted on: December 13th, 2022

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention: Duty to File Amended Tax Returns Recognizing and Steering Clear of Tax Return Preparer Penalties Hazards for a Lawyer in… read more »