A Guide to Ethics in Tax Law and Tax Planning

Addresses the duties of the fiduciary that is to hold the assets, administer them, and carry out the terms with a duty of loyalty, impartiality, and reasonable care.  It also explores the possible conflicts between investments and the prudent investor rule. This course focuses on the avoidance of the unauthorized practices of law by providing guidelines as to what activities are permitted.

Learning Objectives

After completing this course, students will be able to:

  • Describe the duties of the fiduciary
  • Describe how the duties of loyalty and impartiality impact the client relationship
  • Explain possible conflicts between investments and the prudent investor rule
  • Identify activities that constitute the unauthorized practice of law

Audience

Trust officers and other trust department personnel.

Course Credits

ICB Certifications: 0.50 CTFA

ABA Certificates: This course applies to the ABA Certificate in Trust: Intermediate‚Äč.

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Course / Seminar Type: Self-Paced Online
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code: ABA
Course / Seminar Start Date:
Course / Seminar Price: $95
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