Webinar - The Ethics of Negotiations For Estate Planners: Are There Any?
About the Program (In person at the MAC but the speaker will be zoomed)
Sure, we all negotiate every day and we never intentionally mislead the other side — well, maybe we puff a bit, but that's OK, isn't it? That’s how the game is played, correct? And certainly there’s nothing inherently unethical about the negotiation process, right? Wait — are you sure that the answers to those questions are as clear cut as they seem? Nationally-renowned speaker Mike Rubin, with his unique blend of scholarship and humor, and with one of the most unusual multi-media presentations you’ll ever see, will challenge your thinking, raise issues to ponder, and give you something to smile about.
About the Speaker
Mike Rubin, one of the leaders of the multi-state law firm of McGlinchey Stafford PLLC, with offices from the West Coast to the Gulf Coast to the East Coast, is a past president of the Bar Association of the United States Fifth Circuit Court of Appeals, the American College of Real Estate Lawyers, the Louisiana State Bar Association, and the Southern Conference of Bar Presidents. He is a member of the ABA’s Standing Committee on Ethics and Professionalism and has taught legal ethics in law schools. He also is a member of the American Law Institute and a Commissioner of the Uniform Law Commission. A nationally-known public speaker and humorist who has given over 450 major presentations throughout the United States, Canada and Great Britain, Rubin is an author of, co-author of, and contributing writer to more than a dozen legal books and over fifty articles for law review and periodicals. His works are used in law schools and have been cited as authoritative by state and federal courts, including the United States First and Fifth Circuit Courts of Appeals. Rubin’s latest legal book, on Louisiana real estate, construction, and finance, is THE LOUISIANA LAW OF SECURITY DEVICES, A PRÉCIS, now in its second edition. He is also an award-winning novelist. THE COTTONCREST CURSE, a historical thriller, was published by the award-winning LSU Press and was named the IndieFab Book of the Year at the American Library Association’s meeting as the best thriller and suspense novel published by university and independent presses. CASHED OUT, a contemporary legal thriller, won the Jack Eadon Literary Award for Best Contemporary Drama. The Providence Journal says “Cashed Out features “a lawyer down and out enough to make John Grisham proud. He’s culled from the likes of Michael Connelly by way of James Lee Burke. A gem of a tale.”
All attendees are required to register in advance. In Person - Members $25 and $50 for guests. Webinar - Members $12 and $25 for guests. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.
EPCSTL has requested approval for continuing education in the following areas: Banking, Missouri Life & Health Insurance, MCLE and CFP.
EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.
CPE Information for CPAs
CPE Learning Objectives
- Understand the rules (or lack of rules) on the ethics of negotiations under the
CFP Code of Ethics and Standards of Conduct, the NAEPC Code of Ethics, the
AICPA Code of Professional Conduct, the ABA Model Rules of Professional
Conduct, and the Missouri Courts Rules of Professional Conduct
Know the history of ethical negotiation ideals.
Delivery Method: Live
Earn 1 CPE Credits for this session.
Field of Study: Specialized knowledge.
Prerequisites: There are no prerequisites or advanced preparation for this session.
Who should attend: Everyone at all levels
A certificate of completion will be available for those CTFAs, CPAs, and CWS designees who feel the program satisfies their continuing education requirements.
CFP Learning Objectives
1. Understand the rules (or lack of rules) on the ethics of negotiations under the
CFP Code of Ethics and Standards of Conduct, the NAEPC Code of Ethics,
the AICPA Code of Professional Conduct, the ABA Model Rules of
Professional Conduct, and the Missouri Courts Rules of Professional
2. Understand the history and evolution of ethical negotiations
3. Ponder one’s own sense of morality in determining how to negotiate.
4. Understand the grey areas in ethical negotiations, including but not limited to
the balancing test among (a) getting the best deal for your client/customer,
(b) maintaining the confidentiality of communications with your
client/customer, (c) being truthful in negotiations, and (d) your own personal
sense of morality
Level of Complexity: Overview
Click HERE for the EPCSTL New Member Application.