Blended families have unique goals and concerns that can make estate planning more complex. Family dynamics as well as whether assets are co-mingled play a significant role in counseling these clients. Attorneys also need to be aware of ethical concerns such as conflicts of interest and confidentiality rules. This course will cover ethical pitfalls, counseling tips and drafting strategies with an eye towards administering these types of trusts after the first spouse dies.
Specifically, this course will include:
- Best practice documents
- Ethical conflicts and duties
- Counseling for individual and joint goals and concerns
- WealthCounsel drafting strategies
TUITION
This webinar is included for Trusts & Estates, Marketing Source Subscribers, and Business Law Subscribers.
Regular Price: $129 | Trusts & Estates Price: $0 | Gun Law Price: $129 | Business Law Price: $0 (website access not included)| Marketing Source Price: $0
CLE:
1.0 credits
States Pre-Approved: AR, CA, MO, NJ, NY, OH, OK, PA, TX, UT, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: GA, IL, KS, NC, TN
CFP:
1.0 credits pending (National CFP Board)
CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Ethics
Prerequisites: JD
Advance Preparation: None
Review Date: 9/11/2022
ACTION NOTES:
For accurate records, each employee in an organization is required to register individually for CLE attendance reporting and audit. However, if multiple people from an organization (who have individually registered) would like to view together under one employee's registration and login, please send a list of those individuals along with the verification code(s) to cle@wealthcounsel.com, so their attendance is marked accordingly, and accurate credits are reported in states where required by sponsor.
In order to be awarded the full credit hours, you must be present during the entire program.
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. NASBA Sponsor ID 108255. Note: we do not offer CPE to CPAs in individual states, only through NASBA.
For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com