The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They Never Taught Us In Law School!”)

Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR

SKU: P1904-19E-07

$80.00 or 1.00 credits

Qty: decrease increase

Expires: 12/1/2021

The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They Never Taught Us In Law School!”)
(1.0 Professional Responsibility)
Whether you are a solo practitioner or an attorney in a large firm, there are many issues to handle when building and running a successful estate planning legal practice: conflict checks, form libraries, the use of paralegals, knowing when and how to bill the client, and more. Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful.
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon &
Brett M. Dale, Huck Bouma P.C., Wheaton
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago &
Jane H. Pratt, Beal, Pratt & Pratt, Monmouth

Overview
Specifications

Expires: 12/1/2021

Products specifications

Program Date	12/9/2019

Products specifications

Program Date	12/9/2019

Customers who bought this item also bought

Structuring Estate Plans Without Trusts: The Joys of Willing, Beneficiary Designating and Jointly-Titling Almost Anything!

P1904-19E-04

Learn how to structure an estate plan using strategies other than trusts, such as beneficiary designations (including TODI), joint ownership with rights of survivorship, and good old fashioned Wills. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

$60.00

Estate Planning Documents Refresher

P1904-19E-01

A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. This session also includes a brief overview of the fiduciary qualifications and roles for each and the execution requirements for each document.

$80.00

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06

What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.

$80.00