Cannon Estate Planning Teleconference Series

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Ethics Issues Facing Trusts and Estates Practitioners

Our representation of clients must always be within the ethics parameters imposed by applicable state law, the rules governing conduct within our various professions, the IRS and the courts. Consistent and fair adherence to the relevant standards, even when that results in client annoyance or the need to decline or exit an engagement, is mandatory. To avoid landmines, we need to exercise common sense and have an in-depth knowledge of ethics issues specific to estate planning and trust administration.

We discuss the following:
  • Screening clients to avoid problems before they develop
  • Ethics dilemmas in asset protection planning
  • Representing clients with diminished capacity
  • Obligations of lawyer after representation has become dormant

Time and Location


    June 26, 2018


    12:30 PM - 2:00 PM


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