Cannon Estate Planning Teleconference Series

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Ensnared in an Ethics Trap: Navigating Conflicts of Interest

TOPIC
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 lettersĀ 
  • 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


Time and Location

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    December 11, 2018

  •  

    12:30 PM - 2:00 PM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



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