CENTRE REGION ESTATE PLANNING COUNCIL

 2012 Wilmington Trust Estate Planning Teleconference Series

Sponsored by the Cannon Financial Institute

The Wilmington Trust Estate Planning Teleconference Series, featuring nationally renowned estate planning attorneys, continues on Tuesday, November 13, 2012 at 12:30 p.m.  It is our pleasure to invite you to join us for this Wilmington Trust Complimentary “Lunch and Learn,” with CE credits available, including CLE and CPA/CPE.

This month’s seminar will present “If You’re Not Paranoid, You’re Not Paying Attention: Fiduciary Liability and Ethical Concerns.” The speakers will focus instruction on ethical and fiduciary concerns relevant to today’s current issues and complexities in your estate planning practice. Register today!

We often hear of lawsuits against and ethical violations concerning a variety of professionals that are explained away with a statement that such professional "got the short end of the stick" or was "in the wrong place at the wrong time." Although this is true sometimes, often these dilemmas arise from a failure to establish a practice that will keep the professional far away from potentially precarious situations. Analyzing topics such as the following will assist in establishing such a practice:

·         Common situations that result in attorney liability

·         Implementing procedures that alleviate ethical and fiduciary liability concerns

·         Gracefully exiting the fiduciary relationship without liability or ethical violations

·         Defining - and maintaining - the scope of the engagement

·         Duties to former and prospective clients

A luncheon will be hosted beginning at 12:30 p.m. in the boardroom at M & T Bank, 1330 South Atherton Street, State College.  The conference call commences promptly at 1:00 p.m. and continues until 2:00 p.m., followed by a half-hour Q&A session.

Please R.S.V.P. by Friday, November 2^nd to Debra Spaid at 814-234-5187 or by e-mail at dspaid@mtb.com.  Seating is limited so we encourage you to make your reservation as early as possible.   If one of your colleagues is interested in attending, please extend this invitation to him or her.

Also, please mark your calendars now for the next Estate Planning Teleconference Seminar which is scheduled for Tuesday, December 11^th, expected to cover post-election and federal law changes taking effect in 2013.

Thank you for your consideration and participation.  Should you have any questions, please do not hesitate to contact Dan Keane directly at 814‑234-5184 or his associate, Debra Spaid, at 814-234-5187.