A Guide to Ethics in Tax Law and Tax Planning

ABA SELF-PACED ONLINE TRAINING

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.

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

Audience:  Trust officers and other trust department personnel.

ABA Certifications: 0.5 CTFA

The New York Bankers Association is a Local ABA Training Provider.

Questions:
NYBA Professional Development at (212) 297-1679 or education@nyba.com.
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Member $95
Non-Member $130


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To license this course for multiple learners, contact NYBA Professional Development.