Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals

Tuesday, December 13, 1:00pm - 2:40pm (EST)

Time shown in-04:00 America, New York

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

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Add to Calendar 2022/12/13 11:00:00 2022/12/13 12:40:00 America/Phoenix Assorted Ethics-Based and Related Legal Conundrums for Estate 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 https://tbaz.zoom.us/j/81449508197 false MM/DD/YYYY 30 OPAQUE andZwRLfozaOAjQXgmBg80317

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