Word on the Street: Client Communications: Disclose or Disaster
Thursday, March 21, 2019, 1:00 PM - 2:00 PM, ET
Presenter: Brad Wiewel, JD

Clients only remember what they want to remember, and regardless of what the lawyer remembers, the lawyer is deemed guilty until proven innocent!

The focus of this class will be how to strategically use a variety of signed client disclosures to preserve and protect the content of your advice to your clients. We’ll also cover the five disclosures to use in every trust signing as well as the four that must accompany every Will signing.  Other disclosures that should be used with LLCs and Deeds will also be covered.

Remember, it is either Disclosure or Disaster!

We will explore and learn the following:

  • Fee agreement disclosures
  • Generic, less generic, and more unusual disclosures
  • Use or waiving of limited power of appointment
  • Examples of disinheriting children
  • The principles of ABA model rule 1.4 - Client Communications
This is a Trusts and Estates webinar (previously of the Word on the Street series).

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 credit
Field of Study: Taxation
Prerequisites: JD
Advance Preparation: None
Review Date: 3/07/2019

1.0 CLE (California Board of Legal Specialization - Estate Planning)  Ethics credit pending
1.0 CFP credit pending (National CFP Board)

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 823 or education@wealthcounsel.com.

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. 

This webinar is included for all Subscribers

Regular Price: $139 | Trusts & Estates Price: $0 | Gun Law Price: $0 | Business Law Price: $0 | Practice Development Price: $0