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DTSTART:20230208T123000Z
DTEND:20230208T144500Z
LOCATION:Wolferts Roost Country Club
UID:2371520230208T123000Z Ethical Considerations in Estate Planning and Estate Trust Administration & Fiduciary and Estate Litigation
DTSTAMP:20260429T222807Z
DESCRIPTION:\nWe are seeing increased family fights especially as it relates to older clients with family members pushing a parent to plan the estate as they desire.  You just cannot make up some of this stuff!\n \nJoin us as [Steven McDaniels, Esq.](https://drive.google.com/file/d/1ytkmS2OL20YX2mQbDorCdx0YV4y065EI/view?usp=share_link) leads us through TWO main topics:\n Ethical Issues for Estate Planners Fiduciary and Estate Litigation \nALSO - Mr. McDaniels has assured us that anyone who is involved in estate planning should attend this course - it is not geared solely to attorneys.\n \nHere's what the class covers:\n \nEthical Issues for Estate Planners\n Sources of Ethical Rules Who is the Client and who is NOT the client Basic Conflicts in representing various family members Confidentiality Conflicts of interest. Dealing with elderly clients and clients with diminished capacity Communication with clients.  Competency of the Attorney \nFiduciary and Estate Litigation\n Why do trustees, executors and fiduciaries get sued Read it again – making mistakes in documents Failure to provide documentation to beneficiaries Failure to diversify Breach of duty of loyalty Self dealing Court cases of interest \nContinuing Ed: Application for New York CLE accreditation of this course is currently pending. Application is pending for CFP CE and our Council is an approved sponsor organization for CPA CE.\n \n \n \nWe hope to see you live and in-person!\n \n  \n \n \n​ \n 
SUMMARY: Ethical Considerations in Estate Planning and Estate Trust Administration & Fiduciary and Estate Litigation - Estate Planning Council of Eastern New York, Inc. 
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