Professionalism in Estate Planning
An estate planning professional must be adept at applying federal and state laws relating to property ownership and disposition, creation and administration of trusts and estates and various types of taxes -- all within the highest standards of ethics. Our professional obligations are of paramount importance, given the nature of the issues we often handle for our clients.
During this teleconference, we will address the following important matters:
- Overview of the ACTEC Commentaries
- Fulfilling duties of competence and diligence
- Multijurisdictional practice
- Multidisciplinary practice