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DTSTART:20210427T223000Z
DTEND:20210427T233000Z
LOCATION:Webinar via Zoom (link provided upon registration)
UID:1965420210427T223000ZApril 2021 Meeting
DTSTAMP:20260621T011729Z
DESCRIPTION:\nNeed ETHICS credit? Join us for the April webinar! \n \nBEFORE, DURING AND AFTER: A DISCUSSION OF A FIDUCIARY’S ETHICAL STANDARDS, AND THE ONGOING LIABLITY OF A “FORMER FIDUCIARY” AND THEIR COUNSEL\n Presented by:\n             [Russel H. Marshall](https://www.linkedin.com/in/russmarshall/)\n Marshall Fiduciary Services           [Patrick A. Kohlmann](https://www.linkedin.com/in/patrick-kohlmann-571a011/)\n           Temmerman, Cilley & Kohlmann, LLP \n \n \n \n \n \n \n \n \n \n \nThis 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.\nThis seminar offers one hour ETHICS CLE & CPE and one hour of general credit for CFP (pending approvals). \n \nREGISTRATION FEES\nSCCEPC Members - $20\n Guests - $40\n \nRegister online or contact Council Executive, Stacie Sarasio @ 402.210.9446. \n \nThe meeting link is included in the registration confirmation email. If you don't receive this email immediately upon registering CHECK YOUR SPAM. \n
SUMMARY:April 2021 Meeting - Santa Clara County Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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