June 17, 2025: Ethics-Based Obligations in Specific Client Engagements
Sponsored by Guinan & Houle, LLP
12:30 lunch and networking ~ teleconference 1:00-2:30 pm
Free for members, all 2025 Cannon offerings are offered in-person at Chelsea Groton Bank's headquarters (904 Poquonnock Road, Groton, CT).
Please note that online registration closes at noon the Friday before each teleconference.
About the Program:
Estate planning professionals encounter a wide variety of complicated legal issues depending on the clients’ family dynamics, the value and nature of the clients’ wealth and the tasks that need to be performed to address the clients’ objectives. Unsurprisingly, the ethics-based challenges we encounter can vary considerably depending on the particular type of work we are asked to handle. During this webinar, we’ll examine the unique ethics-based obligations that can arise in the following scenarios: