Client Communication: Building Trust in Estate Planning
schedule
2h 51m
signal_cellular_alt
Advanced
category
Commercial Real Estate
verified
22 credits available
About This Course
This on-demand CLE program offers sophisticated and nuanced coverage of client communication: building trust in estate planning.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for commercial real estate professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for commercial real estate professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Presented By
RH
Robert H. Anderson open_in_new
Partner • Wachtell, Lipton, Rosen & Katz
Mr. Anderson specializes in corporate takeovers, mergers, and corporate restructurings.
BL
Bonnie L. Heiple open_in_new
Counsel • Wilmer Cutler Pickering Hale and Dor, LLP
Ms. Heiple focuses her practice on environmental, energy and natural resources law.
Credits & Accreditations
| Jurisdiction | Credit Type | Credits |
|---|---|---|
| Arizona | Ethics | 3.0 |
| California | Diversity | 2.5 |
| District of Columbia | General | 3.0 |
| Idaho | General | 2.0 |
| Indiana | General | 1.5 |
| Kentucky | General | 3.5 |
| Louisiana | General | 1.0 |
| Maine | General | 1.0 |
| Maryland | Ethics | 3.5 |
| Michigan | General | 1.0 |
| Minnesota | Ethics | 3.5 |
| Mississippi | General | 2.5 |
| Missouri | General | 3.0 |
| Nebraska | General | 2.5 |
| New Mexico | Diversity | 1.0 |
| Oklahoma | General | 3.5 |
| Oregon | Ethics | 3.0 |
| Texas | Ethics | 2.5 |
| Utah | Diversity | 3.0 |
| West Virginia | General | 3.0 |
| Wisconsin | General | 2.0 |
| Wyoming | General | 3.0 |