Assorted Ethics-Based and Related Legal Conundrums for Estate Professionals 2022 | NAEPC | 13 December 2022 | Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
Venue
Minnehaha Country Club
Minnehaha Country Club, 3101 W 22nd St, Sioux Falls, SD 57104, USA
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| Event Date | Tue Dec 13 EST (almost 2 years ago) |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
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 teleconference, 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 Steering Clear of Tax Return Preparer Penalties
• Hazards for a Lawyer in Representing Co-Trustees or a Trustee and Beneficiaries
• Propriety of Seeking Releases from Beneficiaries When Making Distributions or Terminating Trust