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You are cordially invited to attend as we sponsor: 

 

Cannon Estate Planning Teleconference 

 

*CLE credits may be available*

Ethics Issues in a Contemporary Estate Planning Practice  

Tuesday, June 18, 2024

1:00-2:30 PM

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


PLEASE NOTE: You can elect to attend the teleconference either in-person at our wealth management office listed below or virtual. If attending in-person, program materials will be available at our office. If attending virtually, a link to the teleconference and program materials will be emailed to you approximately one week before the teleconference. Please make your selection below.  

Cambridge Trust Wealth Management 
1000 Elm St, Suite 400, Manchester, NH 03101



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