June 18, 2024
1:00-2:30 PM EST
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be focused only on our traditional ethics obligations owed to clients and former clients. Many other ethics issues, some of which were never or seldom thought about by estate planning and estate and trust administration practitioners in earlier generations, now arise with increasing frequency. These include:
- Ethics issues relating to managing office technology
- Maintaining confidentiality and the attorney-client privilege when working with a client’s other advisors
- Multijurisdictional practice hazards
- Maintaining competence
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM