Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Tuesday, March 25, 2014

CLE on Estate Planning Counseling Skills


The American Law Institute Continuing Legal Education (ALI CLE) and the American College of Trust and Estate Counsel (ACTEC) are cosponsoring a CLE entitled, They Don’t Call Me Counselor for Nothing: Adding Value to Your Product and Strengthening Your Client Relationships, on Thursday, April 10, 2014.  Provided below is a description of the event:

As an estate planner, you’ve spent a great deal of time mastering the ins and outs of the estate and gift tax laws and regulations. You may now need to re-focus your practice, given the recent changes in the laws that eliminate any estate or gift tax liability from the vast majority of clients’ estates. To stay relevant in today’s practice environment, you should consider how to assist clients and their families with not only the financial aspects of family wealth planning, but also with the practical, ethical, and psychological aspects of dealing with their families.

Register today for this ALI CLE program on improving your estate planning counseling skills! In this 90-minute seminar, which is cosponsored by The American College of Trust and Estate Counsel (ACTEC), the presenters will emphasize several ways estate planners can add “value” to their “product” -- thereby strengthening the long-term attorney-client relationship -- by advising clients how to deal with their families and their families’ futures in the estate planning process.


Conferences & CLE, Estate Planning - Generally | Permalink

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