Please Join Us!
2024 Estate Planning Teleconference Series
December 10, 2024 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
(DIFFERENT LOCATION - Lower-Level Conference Room)
Please join Security National Wealth Management for this month's Cannon Estate Planning Teleconference where the industry’s foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best.
Topic: Application of Legal Ethics Rules When There's No Attorney-Client Relationship
Our ethical obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving:
- Prospective clients
- Unrepresented parties (including beneficiaries and Trustees)
- Parties represented by other lawyers
- Lawyers serving as Personal Representatives and Trustees
This is your opportunity to connect and collaborate with other professionals on relevant issues while earning continuing education and learning credits to preserve valuable business credentials.
***Please note, Cannon Financial Institute will no longer offer this teleconference series with individual logins. You must attend in person at the host site to be eligible for CE credits.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE