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CLE

Regulatory Update: Estate Planning Compliance in 2025

schedule 1h 21m signal_cellular_alt Mid-level category Banking Law verified 21 credits available
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About This Course

This on-demand CLE program offers practical and actionable coverage of regulatory update: estate planning compliance in 2025.

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 banking law 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

MT

Michael T. Roberts open_in_new

Senior Partner • Sullivan & Cromwell LLP

Mr. Roberts focuses on corporate governance and securities law with over 25 years of experience advising Fortune 500 companies.

RH

Robert H. Anderson open_in_new

Partner • Wachtell, Lipton, Rosen & Katz

Mr. Anderson specializes in corporate takeovers, mergers, and corporate restructurings.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alabama Diversity 1.5
Alaska General 1.0
Colorado General 3.0
Delaware Ethics 3.0
Georgia General 1.0
Hawaii General 1.0
Idaho Diversity 2.5
Indiana Diversity 2.0
Massachusetts General 2.5
Nebraska Ethics 2.0
New Hampshire General 3.0
New Jersey General 3.0
New Mexico General 1.5
New York Diversity 1.0
North Carolina General 2.5
Puerto Rico General 3.0
South Dakota General 2.0
Utah General 3.0
Vermont Ethics 3.0
West Virginia General 1.0
Wyoming Ethics 2.0
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