CLE: Practical Skills for Attorneys New to Estate Planning
Don’t miss this full-day seminar in Chicago or via live webcast on May 20, 2016 that offers practical advice from experienced estate planning attorneys on how to efficiently and effectively run an estate planning practice. New attorneys, young attorneys, and attorneys with limited experience in the estate planning process who attend this seminar will better understand: the purpose and limitations of powers of attorney; the importance of obtaining an accurate value of your client’s assets; the challenges of representing couples jointly; how to create a successful management process for your estate planning engagements; how and why to use engagement/disengagement letters; how to advise clients with both large and small net worths; the types of clauses to use when drafting an estate plan; how to handle clients with limited or diminished capacity; what to do when your client is being pressured by an outside party; and much more!
The seminar is presented by the ISBA Trusts & Estates Section and co-sponsored by the ISBA Young Lawyers Division. It qualifies for 6.50 hours MCLE credit, including 1.0 hour Professional Responsibility MCLE credit (subject to approval).