Ethical Considerations in Estate Planning & Administration     $98.00
April 16, 2019 (Tue)  12:30 PM  US/Eastern

Please complete the registration form found on the right.


During this two hour CLE and CPE course, attorney Edward L. Perkins provides a very special overview focusing wholly on the ethical considerations of the estate planning process.

  • The Rules of Professional Conduct Applicable to Trust and Estate Attorneys

  • Ethical Issues in the Estate Planning Process

  • Ethical Issues when Representing the Estate

  • AICPA's Code of Professional Conduct as it Applies to Estate Planning Services

  • The Advisor as a Fiduciary

Program Policies:

It is the policy of to satisfy participants and purchasers in a reasonable manner. Therefore, refunds to dissatisfied participants will be given in order to maintain good will. However, the reason for a participant's dissatisfaction and any resulting refund must be clearly indicated. Each refund request will be reviewed by a majority of the members of A refund is always given if a course does not qualify for CPE credit in the state in which the purchaser seeks to apply it for credit.

For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at 610.565.1708 ext. 109.

Program attendees can earn 2 hours of Ethics CLE in the states of Pennsylvania, Delaware, New Jersey, New York (subject to New York's approved jurisdiction policy), Texas, and California. CPAs can earn 2 hours of CPE in NASBA states (please verify with your State Board of Accountancy for eligibility).

Program attendees can earn 2 hours of Ethics CPE in NASBA states. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Additional Information

There are no prerequisites for this program.

Who should attend?

  • Attorneys handling estate planning matters.

  • CPAs involved in estate issues.

Advanced Preparation:
No advanced preparation is required.

Program Level:

Delivery Method:
Distance Learning - Live Webcast (CLE)
Group Internet-Based (CPE)

This is a past event and is no longer available for registration.