Calendar of Events

Ethical Issues in Trust and Estate Planning
Date: 03/13/2014
Location: The Chicago Bar Association, 321 South Plymouth Court, Chicago, IL 60604
Presented by: CBA Trust Law Committee
Experience Level: Intermediate
MCLE Credit: As of 03/12/2016, this program is no longer eligible for MCLE Credit.
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This seminar will review the top ethical issues in trust and estate planning. The panelists will review the applicable ethical rules related to each issue, provide any applicable ARDC or case law, and then provide a case study on each issue. The goal of this program is to better educate those who attend about ethical issues in trust and estate planning and how to appropriately identify, handle and address each issue that may come up in practice.

Mary Andreoni, Administrative Counsel, ARDC
Bill Freivogel, Consultant to law firms on ethics and professional liability
Michael A. Passananti, Partner, Duggan Bertsch, LLC (Moderator/Panelist)
Prof. Clifford Scott-Rudnick, The John Marshall Law School

Registration / Cancellation Policy

In Person: Registrations for attending programs in-person must be received 3 hours prior to the start of the program or a $10 on-site registration fee will apply. All cancellations for in-person attendance must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email CLEAdvantage members who do not cancel in-person registration in writing 24-hours prior to the seminar will be subject to a $15 cancellation fee.

Webcast: Registrations for attending a program via live webcast must be completed online prior to the publicized start time of the webcast. Persons registering for webcasts can view webcasts as live or archived events. Cancellations for webcast registrations from non-CLE Advantage members must be received in writing 24-hours prior to the seminar to receive a refund (fax 312-554-2054 or email

Questions about registration, please call CBA Ticketing at 312-554-2056.
Information on Seminar Materials

Materials for all seminars will be available to download or print under the CLE tab. You must be registered for the seminar and logged into the website to access the materials. Hard copies of materials will be available at seminars if they are pre-ordered at an additional cost of $25 per seminar. (CLE Advantage members are required to pay this fee to receive hard copies of seminar materials.)


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