To Whom and When Does an Estate Planner Owe Duties?

Tuesday, June 21, 12:50pm - 2:30pm (EDT)

Time shown in-04:00 America, New York

The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner owes legal and ethics-based duties is unclear and when the period during which such duties are owed is amorphous. Even the most honorable estate planning professional, if not sensitive to these issues, can find him or herself confronting a very difficult dilemma. In this teleconference, we will tackle the following serious issues:

• When Does the Lawyer-Client Relationship Begin and When Does It End?
• Relationship Between the Trustee’s Lawyer and the Beneficiaries
• When a Lawyer Can Owe Duties to a Non-Client
• Lawyer’s Obligations to a Client After Active Representation Has Ended

_____________________________________________________________________________________

When: Jun 21, 2022 09:50 AM Arizona
Topic: To Whom and When Does an Estate Planner Owe Duties? - Hosted by TrustBank

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/85939847580
Or One tap mobile :
US: +13126266799,,85939847580# or +13017158592,,85939847580#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 312 626 6799 or +1 301 715 8592 or +1 929 205 6099 or +1 253 215 8782 or +1 346 248 7799 or +1 669 900 6833
Webinar ID: 859 3984 7580
International numbers available: https://tbaz.zoom.us/u/kjlWQWpj

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Add to Calendar 2022/06/21 09:50:00 2022/06/21 11:30:00 America/Phoenix To Whom and When Does an Estate Planner Owe Duties? The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner owes legal and ethics-based duties is unclear and when the period during which such duties are owed is amorphous. Even the most honorable estate planning professional, if not sensitive to these issues, can find him or herself confronting a very difficult dilemma. In this teleconference, we will tackle the following serious issues:

• When Does the Lawyer-Client Relationship Begin and When Does It End?
• Relationship Between the Trustee’s Lawyer and the Beneficiaries
• When a Lawyer Can Owe Duties to a Non-Client
• Lawyer’s Obligations to a Client After Active Representation Has Ended

_____________________________________________________________________________________

When: Jun 21, 2022 09:50 AM Arizona
Topic: To Whom and When Does an Estate Planner Owe Duties? - Hosted by TrustBank

Please click the link below to join the webinar:
https://tbaz.zoom.us/j/85939847580
Or One tap mobile :
US: +13126266799,,85939847580# or +13017158592,,85939847580#
Or Telephone:
Dial(for higher quality, dial a number based on your current location):
US: +1 312 626 6799 or +1 301 715 8592 or +1 929 205 6099 or +1 253 215 8782 or +1 346 248 7799 or +1 669 900 6833
Webinar ID: 859 3984 7580
International numbers available: https://tbaz.zoom.us/u/kjlWQWpj

https://tbaz.zoom.us/j/85939847580 false MM/DD/YYYY 30 OPAQUE andZwRLfozaOAjQXgmBg80317

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https://tbaz.zoom.us/j/85939847580

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