Common Ethical and Legal Pitfalls in Estate Planning

JUNE 16  |  12:00PM CT  |  CLE HOURS: 1  |  ETHICS
In the field of Estate Planning, we, as professionals, must be weary of common ethical and legal pitfalls. In this webinar, we will review, among other things, the standards of competent representation, maintaining confidence while admitting to not knowing the answer, disclosure of conflict of interests, ensuring legal capacity, and creating an engagement letter.