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Presented by the ISBA Trusts and Estates Section


Join us for a discussion that explores the scope of the lawyer's fiduciary and ethical boundaries when representing the fiduciary!


Learn to manage fiduciary risk with this comprehensive discussion on the ethical challenges facing the lawyer and financial advisor who acts as fiduciary, as well as those who represent the fiduciary. Attorneys, financial advisors, and certified public accountants who attend this seminar will gain a better understanding of:

  • The required duties of trustees, executors, and personal representatives;
  • How to appoint or remove a fiduciary from office;
  • The fiduciary duties of the trustee;
  • The red flags and ethical challenges that may arise when representing a fiduciary; and
  • The scope of the lawyer's fiduciary.


Program Coordinators:
David A. Berek, Handler Thayer LLP, Chicago
Tracy S. Dalton, Harris MyCFO, Chicago


*This program qualifies for CPE credit. The Illinois State Bar Association is approved by the Illinois Department of Financial and Professional Regulation as a registered public accountant continuing professional education (CPE) sponsor.

Program Information
Date Presented:
November 07, 2012 2:00 PM Central
Program Location:
ISBA Regional Office 20 S. Clark, Suite 900
Chicago, IL
2 hours
Fiduciary Risk and Ethical Challenges for Fiduciaries and Their Advisors
Speaker Information
Deborah B. Cole   [ view bio ]
Thayer J. Herte   [ view bio ]
Individual topic purchase: Selected
Illinois State Bar Association
Total General MCLE Hours: 1.75
Including Professional Responsibility: 1.75
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