Wills and Estates Refresher 2023
Date
Thursday, March 30, 2023 (9:00 a.m.–12:30 p.m.)
Add this event to your calendar (Downloads an .ICS file)
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Ed Esposto, TEP,Aird & Berlis LLP
Managing a successful wills and estates law practice requires a solid foundation of legal and practice principles, as well as the ability to skillfully manage your client’s expectations and needs. Our presenters guide you through the necessary steps of client communication, will drafting and reporting obligations using real-life scenarios, incisive commentary, and insight gained from their years of experience. Whether you are starting out, or looking for a solid refresh of basic principles, this is the program for you.
- Analyze the most common drafting errors and how to avoid them
- Hear more about client identification and verification, what to expect, and its impact on your practice
- Gain useful tips to manage client’s expectations
- Understand the substantial compliance regime and its limitations
