Product Description

This new program covers what is involved in the full scope of representing clients in their estate planning and illustrates how taking proper steps along the way can benefit your clients’ estates and your practice. Gain a solid understanding of how careful planning can better prepare your client and their family members who survive them for post-mortem circumstances, whether the plan avoids probate altogether or some probate is necessary.

Agenda & Materials

• 9:00 - 9:20 am

  Dealing with Engagement Letters, Consultations, and Billing

  Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
  
• 9:20 - 9:40 am

  Recommended Steps for Proper Intake and Thinking of the Estate Post-Mortem

  Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
  
• 9:40 - 9:55 am

  First Client Meeting and Top Ethical Traps

  Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
  
• 9:55 - 10:15 am

  Process of Completing Client Work

  Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
  
• 10:15 - 10;30 am

  Signing of Estate Planning Documents and More Ethical Traps

  Nina T. Dow, Esq., Bowditch & Dewey LLP , Worcester
  

Please Note

MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.

Chair