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CLE

Regulatory Update: Estate Planning Compliance in 2025

schedule 2h 15m signal_cellular_alt Advanced category Banking Law verified 25 credits available
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About This Course

This on-demand CLE program offers sophisticated and nuanced 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.

SK

Sarah K. Thompson open_in_new

Partner • Cravath, Swaine & Moore LLP

Ms. Thompson practices in the areas of mergers and acquisitions, private equity, and corporate governance.

Credits & Accreditations

Jurisdiction Credit Type Credits
Alaska General 3.5
Arizona General 3.5
California General 2.0
Connecticut Ethics 3.0
Delaware Ethics 2.0
District of Columbia General 3.0
Georgia General 2.0
Hawaii General 3.0
Illinois General 1.0
Louisiana General 3.0
Maryland Ethics 2.5
Mississippi Diversity 2.0
Montana Ethics 3.5
Nevada Diversity 3.5
New Jersey General 1.0
New Mexico General 1.5
New York General 3.0
North Carolina Ethics 2.5
North Dakota Ethics 2.5
South Carolina General 3.0
Texas General 2.0
Utah General 3.5
Vermont General 3.0
Virginia Diversity 2.5
Wisconsin Ethics 2.0
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