Speedbumps and Potholes on the EP Highway

Even the best-designed estate planning process can encounter client obstacles along the way. This highly interactive session will examine the issues, complications, and surprises that estate planning attorneys commonly face throughout the client journey—from the initial consultation through document signing, delivery, funding, and post-signing implementation.
Drawing on the collective experience of the group, participants will discuss real-world challenges and practical solutions when dealing with difficult client situations and common practice-management pitfalls
Attendees will leave with proven ideas, procedures, and best practices that can be immediately implemented in their own firms.