Cannon Estate Planning Series: Ethics-Based Obligations in Specific Client Engagements - 6/17

PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.

 2025 Estate Planning Series: Ethics-Based Obligations in Specific Client Engagements
 
Tuesday, June 17, 2025
12:00 pm – 1:30 pm
 
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704
 
 

Summary of Teleconference:
Estate planning professionals encounter a wide variety of complicated legal issues depending on the clients’ family dynamics, the value and nature of the clients’ wealth and the tasks that need to be performed to address the clients’ objectives. Unsurprisingly, the ethics-based challenges we encounter can vary considerably depending on the particular type of work we are asked to handle. During this webinar, we’ll examine the unique ethics-based obligations that can arise in the following scenarios:
Speakers will address:

  • Asset protection planning

  • Closely-held business planning

  • Negotiating settlements of disputes

  • Conflict of interest arising from nonprofit board service

 
Register for the teleconference by sending an email to Christine.harmon@pnc.comno later than NOON Monday June 16th.
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:

Panera - 1) Grilled Chicken & Avo BLT, 2) Turkey & Cheddar , 3) Tuna Salad Sandwich, 4) Tomato Basil BLT, 5) Toasted Italiano or 6) Toasted Garden Caprese. 
Chips and cookie included.

There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. 

Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.

 
Chris  Harmon
VP, Client Service Director
IL, MO, MN, WI & CA
 
PNC Private Bank
301 SW Adams Street
Peoria, IL 61602
Mail Stop: D2-Y701-03-3
(P) 309.655.5183 | (F) 855.476.5234
christine.harmon@pnc.com

Sarah Croft