| MCLE Credit: | 1.0 (Ethics: 1.0) |
| Live-Interactive Credit: | 0.0 |
| Price: | $79 (Includes a downloadable audio version.) |
| Viewable Through: | 03/31/2029 |
$79.00 (or 1 Bundle Credit)
A pre-recorded streaming VIDEO replay of one session from the April 2026 live seminar, Conner-Zaritsky 47th Annual Advanced Estate Planning and Administration.
Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association, Conner-Zaritsky is a perennially anticipated program of national reach and sophisticated content.
Tax practitioners are subject to several different ethical and practice regulation regimes, such as Internal Revenue Code provisions, state bar or CPA licensing rules, and Circular 230. This session considers how these rules may affect trust and estate practitioners, particularly how they may differ in various specifics such as conflicts and conflict waivers (e.g., Model Rules 1.7 and 1.8; Cir. 230, § 10.29), confidentiality (Model Rule 1.6; IRC § 7216), fees and handling client funds (Cir. 230, §§10.27 and 10.31; IRC § 6695(f)), and advising taxpayers with respect to return positions (Cir. 230, §§ 10.34, 10.37; IRC § 6694). We conclude with a discussion of proposed changes to Circular 230 (esp. proposed §§ 10.21 and 10.51) and how these rules may affect practitioners in the future.
Christopher S. Rizek, Holland & Knight / Washington, DC
Moderator
Frank A. Thomas, III, Frank A. Thomas, III PLC / Orange
