2025 Estate Planning Series: Ethics Issues for Estate Planners Before the Engagement Begins

Lunch & Learn: December 9th, 2025 11am - 12:30 MST

Estate planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple issues, giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues that will receive our focused attention in this webinar are the following:

• Screening clients to avoid problems before they develop
• Honestly, discerning whether you have the requisite competence to render needed services
• Ascertaining who you may properly and effectively represent
• Designing engagement letters

Please RSVP as seating is limited at all locations.