There are statutory duties, there are codified ethical responsibilities, and then there are the realities of relatives, temptation, fiduciary confusion, and client capacity. A look at the ethical issues that arise the most and those that create the most difficulties and how to use a structured decision-making model in evaluating what you need to do when caught in the wickets.
East Valley Estate Planning Council
www.evepc.wildapricot.org
evepc@premiumorganization.com
602-840-2900 X1