First American

Assorted Ethics-Based and Related Legal Conundrums for Estate Planning Professionals

The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this teleconference, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention:

  • Duty to File Amended Tax Returns
  • Recognizing and Steering Clear of Tax Return Preparer Penalties
  • Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
  • Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust

Earn your continuing education credits for attorneys (MCLE) and/or CPAs (CPE) with us. Hope you can join us on Tuesday, December 13th at 10 am PST for our qualified retirement plans and IRA course.

        Register Now ›

CA MCLE CREDIT: 1.5 hours
CA CPE CREDIT (CPAs): 1.5 hours