Professional Conduct in Estate Planning: Case Studies and Best Practices - Part 9
schedule
1h 7m
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Beginner
category
Tax-Exempt Organizations
verified
22 credits available
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About This Course
This on-demand CLE program offers valuable coverage of professional conduct in estate planning: case studies and best practices - part 9.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for tax-exempt organizations professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Participants will gain a deep understanding of the fundamental concepts, current best practices, and emerging trends in this area. The program addresses real-world challenges practitioners face and provides concrete strategies for handling common situations effectively.
Specifically designed for tax-exempt organizations professionals, this course covers both foundational principles and advanced applications. Through clear explanations and practical examples, you will develop the skills needed to confidently navigate complex issues and deliver superior results for your clients or organization.
Key topics include regulatory requirements, compliance considerations, strategic decision-making, and risk management. Whether you are new to this area or looking to update your knowledge, this program provides the insights and tools necessary for success in today's evolving professional landscape.
Presented By
DA
David A. Chen open_in_new
Of Counsel • Latham & Watkins LLP
Mr. Chen specializes in intellectual property litigation and licensing, with particular expertise in patent disputes.
Credits & Accreditations
| Jurisdiction | Credit Type | Credits |
|---|---|---|
| Alabama | Ethics | 1.0 |
| Arkansas | General | 3.0 |
| Connecticut | Ethics | 2.5 |
| District of Columbia | General | 1.0 |
| Georgia | Diversity | 1.5 |
| Hawaii | General | 1.5 |
| Louisiana | General | 1.0 |
| Maryland | Ethics | 3.5 |
| Massachusetts | General | 3.0 |
| Minnesota | General | 3.0 |
| Nevada | General | 2.0 |
| New Mexico | General | 2.5 |
| North Carolina | General | 3.5 |
| Oklahoma | General | 1.0 |
| Oregon | General | 3.0 |
| Pennsylvania | General | 2.0 |
| Rhode Island | General | 3.0 |
| U.S. Virgin Islands | General | 3.5 |
| Utah | General | 2.0 |
| Washington | General | 1.0 |
| Wisconsin | General | 1.0 |
| Wyoming | General | 1.5 |