April 2021 Meeting
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Need ETHICS credit? Join us for the April webinar!
BEFORE, DURING AND AFTER: A DISCUSSION OF A FIDUCIARY’S ETHICAL STANDARDS, AND THE ONGOING LIABLITY OF A “FORMER FIDUCIARY” AND THEIR COUNSEL
|Russel H. Marshall
Marshall Fiduciary Services
| Patrick A. Kohlmann
Temmerman, Cilley & Kohlmann, LLP
This program will review the professional standards of fiduciaries as they relate to ethics. It will also address the ongoing liability of a “former fiduciary” who is succeeded by a successor, whether in a conservatorship, agency, or trustee relationship, as well as the liability of that “former fiduciary’s counsel.” The speakers will propose best practices for fiduciaries, and for attorneys who represent them, to limit their ongoing liability in such situations.
This seminar offers one hour ETHICS CLE & CPE and one hour of general credit for CFP (pending approvals).
SCCEPC Members - $20
Guests - $40
Register online or contact Council Executive, Stacie Sarasio @ 402.210.9446.
The meeting link is included in the registration confirmation email. If you don't receive this email immediately upon registering CHECK YOUR SPAM.
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