Ethical and Confidentiality Traps for Tax and Estate Planning Professionals—A Panel Discussion

Otto S. Shill III Attorney Jennings Strouss Law Firm

Jay A. Lohman, CPA, CGMA President Lohman Company, PLLC

Greg Furseth, CPA Sr. VP Chief Fiduciary Officer TrustBank

Estate planning involves implementing a client’s inheritance plan, complex tax issues and coordinating a variety of professional services. The planning process inevitably presents ethics issues for each professional involved.  What ethical rules apply?  To which professionals? Who is the client?  Are there conflicts of interest between clients?  Who is entitled to see confidential information?  Can a fiduciary withhold information from a beneficiary?  Who can the government force to act as a witness in the event of a tax audit?  How should engagements be structured to ensure maximum protection for clients?

If you have encountered these kinds of questions in your practice, you will not want to miss our November 14^th panel discussion on Ethics issues for Accountants, Attorneys and Fiduciaries.  Jay Lohman of Lohman & Company CPAs, Gregory Furseth, Chief Fiduciary Officer at Trust Bank, and Otto Shill, III, a Member of the Jennings Strouss & Salmon law firm will lead the discussion of these and other important cross-disciplinary ethics issues.  We expect lots of audience participation, so don’t miss our November 14 meeting, and don’t be late!