Please Join Us!
2026 Estate Planning Teleconference Series
June 23, 2026 | 12:00 p.m. - 1:30 p.m.
Security National Bank | 601 Pierce St., Sioux City, IA
3rd floor
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: Estate Planning and Administration Professionals in the Dock (Ethics)
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 webinar, 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 avoiding tax return preparer penalties
- Hazards a lawyer may encounter in representing Co-Trustees or a Trustee and beneficiaries
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.
Pre-registration is appreciated but not required and a complimentary lunch will be available to those who request it when registering.
REGISTER HERE