HPA Speaker Series Presents:

Client or Non-Client

Presented by Cannon Financial Institute Estate Planning Teleconference Series

 

Our ethics obligations can differ drastically based on the type of person with which we may interact.  In estate planning, we will be presented with situations in which the lines between client and non-client are sometimes blurred.  We can find ourselves in difficult sport involving:

  • Prospective clients
  • Unrepresented parties (including beneficiaries and Trustees)
  • Parties represented by other lawyers
  • Lawyers serving as Personal Representatives and Trustees

Continuing Education and Learning Credits Offered.

Date:  December 10, 2019

Time:  11:30 - 1:45 p.m.
11:30   Lunch
12:00   Teleconference

Location:  Harper College, Wojcik Conference Center
1200 West Algonquin Road
Palatine, IL  60067

This event is free but you must register by Monday, December 2, 2019.

Hosted by the Harper Professional Advisors Committee