December 9, 2025: Ethics Issues for Estate Planners Before the Engagement Begins
Co-Sponsored by Grenger Law Offices & Law Office of Richard Dixon
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 planners must have a working knowledge of and adhere to applicable rules of ethics even before rendering any services. Failure to do so could result in an engagement that is rife with multiple issues giving rise to severe problems for the client(s) and the planner. Among the pre-engagement issues
that will receive our focused attention in this webinar are the following:
