The Bar News

CLE: Fiduciary Risk and Ethical Challenges

Join us in Chicago on November 7th for a discussion that explores the scope of the lawyer’s fiduciary and ethical boundaries when representing the fiduciary! Learn to manage fiduciary risk with this comprehensive discussion on the ethical challenges facing the lawyer and financial advisor who acts as fiduciary, as well as those who represent the fiduciary. Attorneys, financial advisors, and certified public accountants who attend this seminar will gain a better understanding of: the required duties of trustees, executors, and personal representatives;  how to appoint or remove a fiduciary from office; the fiduciary duties of the trustee; the red flags and ethical challenges that may arise when representing a fiduciary; and the scope of the lawyer’s fiduciary.

The program is presented by the ISBA Trusts & Estates Section and qualifies for 2.0 hours MCLE credit, including 1.25 hours Professional Responsibility MCLE credit (subject to approval).

Can’t attend the live program in Chicago? The join us on the web! This program will broadcast live via the Internet so that attorneys can attend remotely from the comfort of their home or office.

Click here to register for the CHICAGO program.

Click here to register for the LIVE WEBCAST.

Posted on October 29, 2012 by Chris Bonjean
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