Cannon Estate Planning Series- Ethics Traps in Estate Planning and Administration- From the Obvious

Date: Tuesday, April 23, 2013
Time: 11:30 AM - 1:00 PM
Location: Lanier Ford

An estate planner must be adept at applying federal and state tax law and trusts and estates law - all within the parameters established by the rules of ethics. Our ethical obligations are of paramount importance, given the sensitivity of the issues we often handle for our clients. During this teleconference, we will examine the following important ethical issues:
 
  • Duty to file amended tax return
  • Lawyer's maintaining custody of original estate planning documents
  • Extent to which lawyer may go in protecting clients from themselves
  • Unique issues that arise when representing disabled clients

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