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.
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