2026 Estate Planning Series: Estate Planning and Administration Professionals in the Dock - 6/23
PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
2026 Estate Planning Series: Estate Planning and Administration Professionals in the Dock (Ethics)
Tuesday, June 23, 2026
12:00 pm – 1:30 pm
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
The world of estate planning and trust administration is fraught with a variety of landmines, and only the diligent can detect and avoid them consistently. An estate planning professional’s behavior and performance may be judged unethical or even illegal in a given circumstance even if he or she is exceptionally knowledgeable about the substantive law. In this webinar, we will delve into the following issues and concerns to which both lawyers and fiduciaries would be well-advised to pay close attention.
Speakers will address:
Duty to file amended tax returns
Recognizing and avoiding tax return preparer penalties
Hazards a lawyer may encounter in representing Co-Trustees or a Trustee and beneficiaries
Lawyer’s duties to a client after active representation has terminated
Register for the teleconference by sending an email to jennifer.s.walker@pnc.comno later than NOON Monday, June 22nd.
A box lunch will also be provided. When sending an email to RSVP, please include your choice of sandwich from the following options:
Potbelly: 1) Smoked Ham (ham, Swiss cheese, lettuce, tomato, mayo) 2) Turkey Breast (turkey, provolone, lettuce, tomato, mayo) 3) Italian (salami, capicola, pepperoni, mortadella, provolone, lettuce, tomato, mayo) 4) A Wreck (turkey, ham, roast beef, salami, swiss, lettuce, tomato, mayo) 5) Tuna Salad (100% albacore tuna salad, swiss, lettuce, tomato)
All sandwiches served with chips and a cookie.
Thank you,
Jenn
Jennifer (Jenn) S. Walker
AVP, Lead Client Onboarding Associate
Midwest Asset Management
PNC Private Bank
1100 West Glen Ave
Peoria, IL 61614