Onboarding Estate Planning Clients
Exploring the logistical issues and ethical considerations present in onboarding new estate planning clients
- Product Number: 2240196P01
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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All of the faculty presentations from Onboarding Estate Planning Clients may be purchased individually. Expand the Agenda below to see all options.
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$145.00; Members $130.50; New Lawyers $72.50
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Includes downloadable supporting materials.
$145.00; Members $130.50; New Lawyers $72.50
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Product Description
Product Description
This new program provides a deep dive into the process of onboarding new estate planning clients, from ethical considerations such as conflicts, joint representation, initial communications, and continuing obligations following the execution of documents, to the logistical steps of engagement letters, fee estimates, information gathering, information storage, testamentary capacity evaluations, and other steps necessary to be completed prior to and immediately following the initial client meeting. Bring your questions and join the dialogue!
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Agenda
Agenda & Materials
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9:30 - 9:35 am
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9:55 - 10:00 am
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9:55 - 10:00 am
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9:35 - 10:05 am
Motor Vehicle Negligence Matters
on demand video Add to Cart -
10:05 - 10:45 am
Premises Liability Matters
on demand video Add to CartMarc Adam Diller, Esq., Diller Law LLP , Boston
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11:30 - 12:00 pm
General Liability Issues to Look Out for
on demand video Add to CartNicole B. Cordeiro, Esq., Smith Duggan Cornell & Gollub LLP , Lincoln
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10:45 - 11:15 am
Products Liability Matters
on demand video Add to Cart
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- Faculty