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Guide to Ethics in Tax Law and Tax Planning

A Guide to Ethics in Tax Law and Tax Planning

SELF-PACED ONLINE COURSE: ABA ELEARNING

$130 Nonmembers / $95 Members

Member Online Enrollment | Non-Member Online Enrollment
This course is also available at discounted prices under an annual license.  Call or email for details.
Created: Aug. 2013
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.
AUDIENCE: TRUST OFFICERS AND OTHER TRUST DEPARTMENT PERSONNEL.
 
LEARNING OBJECTIVES
  • 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

    The Nebraska Bankers Association is a Local ABA Training Provider.
    For More Information Contact:

    Joanne Smith
    Education and Member Information Coordinator

Nebraska Bankers Association / 233 South 13th Street, Suite 700 / PO Box 80008 / Lincoln, NE 68501-0008