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CLE

Legal Research Strategies for Estate Planning

schedule 2h 44m signal_cellular_alt All Levels category Government Contracts verified 25 credits available
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About This Course

This on-demand CLE program offers accessible yet thorough coverage of legal research strategies for estate planning.

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 government contracts 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
Arizona General 2.5
Georgia Ethics 1.0
Guam General 2.0
Indiana Diversity 1.5
Iowa Ethics 2.5
Kentucky General 1.5
Louisiana General 3.5
Maine General 3.5
Maryland General 3.5
Massachusetts General 1.5
Mississippi General 2.5
Missouri General 2.5
Nebraska General 3.5
New Mexico Ethics 2.0
Ohio General 3.5
Oklahoma General 2.5
Oregon General 1.0
Pennsylvania Diversity 2.0
Puerto Rico Ethics 2.5
South Carolina General 3.5
Texas General 1.5
U.S. Virgin Islands Ethics 1.5
Utah Ethics 1.0
Vermont General 3.5
Virginia General 1.5
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