Due Diligence in Estate Planning: Best Practices
schedule
1h 22m
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All Levels
category
Mergers & Acquisitions
verified
24 credits available
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About This Course
This on-demand CLE program offers accessible yet thorough coverage of due diligence in estate planning: best practices.
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 mergers & acquisitions 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 mergers & acquisitions 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 |
|---|---|---|
| Arkansas | General | 1.0 |
| California | General | 1.0 |
| Florida | General | 3.5 |
| Georgia | Diversity | 2.0 |
| Illinois | General | 2.5 |
| Indiana | Ethics | 3.0 |
| Louisiana | Ethics | 1.0 |
| Maryland | General | 3.0 |
| Minnesota | General | 1.0 |
| Mississippi | Ethics | 3.0 |
| Montana | General | 1.5 |
| Nebraska | General | 3.0 |
| New Mexico | General | 2.5 |
| North Carolina | Diversity | 1.0 |
| North Dakota | General | 3.5 |
| Ohio | Diversity | 2.5 |
| Pennsylvania | General | 1.5 |
| South Carolina | General | 2.0 |
| South Dakota | General | 1.0 |
| Tennessee | General | 2.0 |
| U.S. Virgin Islands | General | 1.5 |
| Utah | General | 3.0 |
| West Virginia | General | 1.5 |
| Wisconsin | Ethics | 3.5 |