When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.
Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago
EXPIRES: 7/1/26