CLE

Data Privacy Compliance for Estate Planning

schedule 3h signal_cellular_alt Advanced category Workplace Safety verified 22 credits available

About This Course

This live CLE webinar offers sophisticated and nuanced coverage of data privacy compliance for 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 workplace safety 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

LM

Lisa M. Garcia open_in_new

Counsel • Davis Polk & Wardwell LLP

Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alaska Ethics 1.5
California Diversity 3.0
Colorado Ethics 2.5
Connecticut General 1.5
District of Columbia General 3.5
Florida Ethics 1.5
Guam General 3.5
Indiana Ethics 1.0
Kansas Diversity 2.0
Maine General 3.5
Montana General 1.0
New Jersey General 2.5
North Dakota General 2.5
Oklahoma Diversity 1.5
Oregon General 2.5
Pennsylvania General 3.5
Tennessee General 1.0
Texas General 3.5
Utah Ethics 3.5
Washington Diversity 1.0
West Virginia General 2.0
Wisconsin General 2.5
$245.00