Annual Sponsors: Steve Fingerhut & Paige Fingerhut and Manufacturers Bank

Understanding the Ethical Boundaries of Professionals in Estate Planning and Beyond

Date: Thursday, November 7, 2019
Time: 12:00pm - 1:30pm
Location: The Grand Event Center, 4101 E Willow St
Speaker: Donald Corliss

Ethics, it’s a “have to go” continuing education topic for attorneys and other professionals, often pretty dry and sleep inducing, but it’s actually at the heart of what it means to be a professional.  Come and explore in an interactive format the nature of professional ethics, the practical guidelines we all can follow and how to stay safely inside the boundaries. Here are just some of the areas that will be covered:

  • Ethics: right conduct and character, moral obligations and the rights of others.
  • It’s really all about boundaries
  • Bar rules:
    • Competence
    • Conflicts of Interest
    • Testamentary Capacity
    • Diligence
    • Continuing Obligation
  • The impact of fiduciary duties.
  • The client-attorney relationship: who and when
  • Confidentiality
  • Multiple parties
  • Conflicts of interest and consent
  • Practical issues facing estate planning attorneys

 

Donald M. Corliss, Jr., JD, LLM (Taxation)

40 years of private practice and business experience. Through succession, exit and estate planning, I develop and implement pathways that enable successful business outcomes linked to what owners want for themselves and their families. My goal is to maximize what the business owner gets to keep after any business or life transition. I use legal structures, contracts, risk mitigation and carefully built plans to create pathways for the personal success of the business owner.

Thank you to this month's speaker sponsor

The California Conference For Equality And Justice

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