Elder law and estate planning attorneys know the realities of working with aging clients, but what happens if the individual you represent is no longer able to make clear decisions? Hear from guest presenter Chasity Sharp Grice as she discusses representing clients with diminished capacity during this ethics CLE session.
As your clients diversify their investment portfolios, there is an increasing likelihood they may accumulate assets that are hard to value. Hear from guest presenter Tara Faquir, co-founder and Chief Operating Officer of Trustate, as she discusses how to deal with atypical assets during an estate administration.
Attracting new clients and making a deep impact on the lives of your current clients can be challenging. Hear from attorney Catherine Hammond as she discusses how annual maintenance programs benefit both your law firm and your clients.
Hear from guest presenter Eric Cooperstein for a special CLE session on how ChatGPT and AI will impact the legal profession. Eric discusses issues around lawyer competency, the unauthorized practice of law, the future of lawyering, and more.
In comparing sophisticated subscription drafting systems with automated documents, which is better? This guest CLE session with Barron K. Henley, Esq., outlines the pros, cons, costs, and benefits of each approach so you can make an informed decision for your practice.
Drafting attorneys and fiduciaries often have differing definitions of "Health, Education, Maintenance, and Support" (HEMS) discretionary distribution provisions contained in trusts. Learn more about this topic during this on-demand CLE webinar featuring Peter Wall of True Link Financial!
Did you know that homeowners age 62 and older own over $11.5 trillion in home equity? Join guest presenter Stephen Pepe, J.D., as he discusses how reverse mortgages can be a viable funding source for your clients' long-term care.
Join Hyman G. Darling, Esq., of Bacon Wilson, P.C., for an in-depth CLE session! In this webinar, Hyman lays out the roadmap of income tax considerations for special needs trusts. Learn why the type of trust affects how to prepare your clients' return, basic tax forms you need to consider, and more!
Join attorney Eric Cooperstein for this in-depth CLE session! In this webinar, we will compare flat fees and hourly retainers, along with discussing the ethics and best practices for using both types of fees. No matter how long you have been practicing law, this is a must-see session!