Free Continuing Education Credits Event

Join us for lunch and an engaging discussion on strategies for resolving ethical challenges while earning complementary continuing education credits.

As an estate planning professional, you regularly face complex legal challenges shaped by your client’s family dynamics, the type and value of their assets, and the steps needed to achieve their goals. At this event, we’ll explore the unique ethical obligations that can arise in these situations:

• Navigating asset protection planning


• Addressing the complexities of closely-held business planning


• Managing ethical concerns in settlement negotiations


• Handling conflicts of interest from nonprofit board service

Trust and Estate Products are not a deposit, not guaranteed by the Bank, May Lose Value