Ethics Issues in a Contemporary Estate Planning Practice 2024 | Estate Planing Seminar | 18 June 2024 | 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 Jun 18 CDT (6 months ago)
In your timezone (EST): Tue Jun 18 1:00am - Tue Jun 18 1:00am |
| Location |
Minnehaha Country Club
3101 W 22nd St, Sioux Falls, SD 57104, USA |
| Region | Americas |
Details
Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be focused only on our traditional ethics obligations owed to clients and former clients. Many other ethics issues, some of which were never or seldom thought about by estate planning and estate and trust administration practitioners in earlier generations, now arise with increasing frequency. These include:
• Ethics issues relating to managing office technology
• Maintaining confidentiality and the attorney-client privilege when working with a client’s other advisors
• Multijurisdictional practice hazards
• Maintaining competence and diligence in an ever-changing and expanding field
Sponsors & Partners
2024 Sponsors
PREMIER SPONSORS:
• Siox Falls Area Community Foundation
• First National Wealth Management
• Dorsey&Whitney Trust Company
PATRON SPONSOR:
• SDTC South Dakota Trust Company Uc
• First Dakota Wealth & Trust
• First Premier Bank
• Woods Fuller
• South Dakota Community Foundation
• Eide Bailly
SPONSORS:
• Principal
• Boyce Law Firm LLP