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CLE

Negotiation Mastery for Estate Planning Attorneys

schedule 1h 6m signal_cellular_alt All Levels category FinTech verified 25 credits available
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About This Course

This on-demand CLE program offers accessible yet thorough coverage of negotiation mastery for estate planning attorneys.

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 fintech 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

LM

Lisa M. Garcia open_in_new

Counsel • Davis Polk & Wardwell LLP

Ms. Garcia advises financial institutions on regulatory matters and compliance with banking laws.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alaska General 1.0
Arkansas General 2.0
California Ethics 3.5
Florida General 3.5
Hawaii Ethics 1.5
Idaho Ethics 1.5
Indiana Diversity 2.0
Massachusetts General 2.0
Michigan General 2.5
Minnesota General 2.0
Nebraska General 3.0
Nevada Diversity 3.0
New Mexico General 1.0
North Carolina Ethics 3.5
Ohio Ethics 1.0
Oklahoma General 3.0
Pennsylvania General 1.5
Puerto Rico Diversity 2.0
South Dakota General 3.5
Tennessee Ethics 3.5
U.S. Virgin Islands Ethics 1.0
Vermont General 3.5
Washington Diversity 3.0
West Virginia Ethics 1.5
Wisconsin Ethics 2.0
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