The monthly education series from the Cannon Financial Institute is offered free by the Oklahoma City Community Foundation and provides attorneys, financial planners, CPAs, trust officers and other estate planning professionals an opportunity to connect and collaborate about current wealth management and estate planning topics while earning continuing education credits.
Dec. 11: Ensnared in an Ethics Trap: Navigating Conflicts of Interest
Sustained success in an estate planning and estate and trust administration practice requires that we have a high degree of sensitivity to those situations in which we could owe potentially conflicting duties to multiple parties. If these issues are not identified and resolved early, conflicts of interest could unravel an engagement and result in ethics rules violations. We will discuss the following important issues:
- Addressing conflicts of interest in engagement letters
- Duties owed to non-client beneficiaries when representing a Trustee
- Conflicts of interest in representing Co-Trustees
- Ethics issues in advising closely-held businesses owners
Register online at http://occf.org/epregistration/.