Cannon Estate Planning Teleconference Series

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Client or Non-Client

Our ethics obligations can differ drastically based on the type of person with which we may interact. In estate planning, we will be presented with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult spots involving:

  • Prospective clients
  • Unrepresented parties (including beneficiaries and Trustees)
  • Parties represented by other lawyers
  • Lawyers serving as Personal Representatives and Trustees

Time and Location


    December 10, 2019


    12:30 PM - 2:00 PM


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