Ethics: Representing Trustees of SNT's (2019)

NAELA Summit 2019
You receive a call from a personal injury attorney who just settled a case for a young child with a birth injury. The attorney wants to schedule a meeting that will include you, the attorney, the child's parents, and a trust officer from a local bank. They all want your advice on how litigation proceeds can be protected without jeopardizing government benefits and how those funds can be used to enhance the child's quality of life. Who will be your client? Come to this interactive discussion that applies the rules of professional conduct, NAELA’s aspirational standards, and relevant ACTEC Commentaries to this challenging situation. Presented by Edward V. Wilcenski
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Edward V. Wilcenski

Wilcenski & Pleat PLLC

Clifton Park, NY

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