Come Join Us
Join us at our Phoenix office on Tuesday, December 10th for a continuing education event, Application of Legal Ethics Rules When There’s No Attorney-Client Relationship, hosted virtually by renowned attorneys Clary Redd and Turney Berry.
This course covers legal ethics in estate planning and trust administration, focusing on navigating ethical challenges with prospective clients, unrepresented parties, represented individuals, and lawyers acting as personal representatives or trustees.
Continuing Education Credits Include:
2 Hours Credit: CTFA, CCTP, CTOP, CRPP, CFIRS, AFIM, CWS
1.5 Hours Credit: CFP: General, CPA: Behavioral Ethics
Trust and Estate Planning Services are Not a deposit, Not guaranteed by the Bank, May Lose Value
This course covers legal ethics in estate planning and trust administration, focusing on navigating ethical challenges with prospective clients, unrepresented parties, represented individuals, and lawyers acting as personal representatives or trustees.
Continuing Education Credits Include:
2 Hours Credit: CTFA, CCTP, CTOP, CRPP, CFIRS, AFIM, CWS
1.5 Hours Credit: CFP: General, CPA: Behavioral Ethics
Trust and Estate Planning Services are Not a deposit, Not guaranteed by the Bank, May Lose Value