Defensive Practices When Recommending an Estate Planning Proposal

WHAT WE’LL COVER

In an era where estate and trust practices represent the highest percentage of malpractice claims and with costs of defense increasing, evaluating defensive actions that might be incorporated into a practitioner’s practice can be helpful in avoiding and/or defending claims. This webinar will address lessons that might be learned from three prominent estate planning malpractice cases and defensive practices that practitioners might wish to consider implementing in light of the claims made in those cases.

CLE:
1.0 General Credit
States Pre-Approved: AR, CA, FL, 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 General credit pending (National CFP Board)

CPE:
Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0
Field of Study: Taxes
Prerequisites: JD
Advance Preparation: None
Review Date: 7/21/2023

NOTE: For accurate records, each employee in an organization must register individually for CLE attendance reporting and audit. Additionally, 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.

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.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or memberservices@wealthcounsel.com.