CANNON: Legal Ethics Rules When There's No Attorney-Client Relationship

Light snacks will be served beginning at 12:30pm. The teleconference is 1pm - 2:30pm Eastern Time, and is held onsite at The Trust Company of Tennessee.

Cannon Estate Planning Teleconference Series is a live monthly discussion on Wealth Management and Estate Planning topics.

The industry's foremost leading authorities provide commentary and debate over the use of complex financial and legal strategies to serve their high-net-worth clients best. Professionals can connect and collaborate on relevant issues without the added expense of travel and accommodations while earning continuing education and learning credits to preserve their valuable business credentials.

TOPIC: Application of Legal Ethics Rules When There's No Attorney-Client Relationship

Our ethics obligations can differ drastically based on the categories of persons with whom we may interact. In estate planning, as well as estate and trust administration, we may be presented from time to time with situations in which the lines between client and non-client are sometimes blurred. We can find ourselves in difficult positions involving:

• Prospective clients
• Unrepresented parties (including beneficiaries and Trustees)
• Parties represented by other lawyers
• Lawyers serving as Personal Representatives and Trustees

Host or Publisher The Trust Company of Tennessee