Log in

Login

February 18, 2020 Lunch Presentation

  • 18 Feb 2020
  • 11:15 AM - 1:00 PM
  • Sheraton Crescent Hotel, 2620 West Dunlap Avenue, Phoenix AZ 85021

Registration

  • This option is available for those attending our monthly educational meetings for the first time. Obtain a registration registration code by emailing info@pgrtaz.org or calling 602-840-2900
  • Registrations received after timely RSVP deadline of noon the Thursday prior to the event

Register

"Legal Ethics Considerations

in Estate Planning"

 

 

  Lynda C. Shely

  Owner/Attorney

  The Shely Firm, PC



This program will cover frequent legal ethics considerations for lawyers (and people who work with lawyers) relevant to planned giving situations including:

  • When must a lawyer disclose an affiliation with a nonprofit
  • Conflicts of Interest waivers that must be in writing
  • Why drafting a trust and serving as trustee may be a conflict
  • Ethical duties owed to beneficiaries
  • Most common malpractice claims in estate planning


This program is pre-approved for 1 PT CFRE CE Credit

====================================================

Please note:  Members  who cannot attend, now have the ability to send a substitute in their place at the member registration level.

11:15am Registration

11:25am Lunch

12:00pm:  Presentation

1:00pm:  Adjourn

We encourage members and non members who have attended before to invite a first time guest.  New this season, a reduced first time guest fee of $40.00 is being offered.  Please email info@pgrtaz.org or call 602-840-2900 for the first time guest registration code.

================================

Many Thanks to our Lunch Partner!


=============================

Last minute cancellations:  If you find you cannot attend, an e-mail to info@PGRTAZ.org gives us an idea of how many extra seats we may have for those arriving "at the door".

Attending At the Door?  Here's more information.......



Email Us

Info@PGRTAZ.org

Call  Us

602.840.2900



Address

PO Box 4130  Scottsdale, AZ 85261

Powered by Wild Apricot Membership Software