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The 5 C's of Ethics for Estate Planning Professionals

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Date Published

December 30, 2020


Bucks County Bar Association




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Ethical issues confronting estate planning professionals are often addressed in the principles of conduct governing the various professional disciplines whose members consider themselves as estate planning professionals. Who are the professionals involved and what ethical situations must they deal with in their daily work? How are their interactions with clients and each other regulated and for what reasons? Drawing from the actual codes of professional ethics, this presentation will examine the "five c's" of ethics for estate planning professionals, which are: competence, compliance, compensation, confidentiality, and conflicts of interest/disclosure.

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Andrew M. Wilusz, ASA
Director of Mergers & Acquisitions at Value Management Inc.

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Program Titles and Supporting Materials

This program contains the following components:

Video Presentation
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If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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