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CLE

Client Confidentiality in the Digital Age - Part 1

schedule 1h 45m signal_cellular_alt All Levels category Probate verified 23 credits available
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About This Course

This on-demand CLE program offers accessible yet thorough coverage of client confidentiality in the digital age - part 1.

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 probate 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

ER

Emily R. Davis open_in_new

Senior Associate • Gibson, Dunn & Crutcher LLP

Ms. Davis focuses on environmental law and regulatory compliance, advising clients on climate-related disclosures.

Credits & Accreditations

Jurisdiction Credit Type Credits
Arkansas Ethics 3.0
California General 1.0
Connecticut Ethics 1.0
Delaware General 3.0
District of Columbia General 3.0
Guam General 2.5
Idaho General 2.0
Illinois Ethics 3.5
Indiana General 1.0
Louisiana General 2.0
Maine General 3.0
Maryland Ethics 1.5
Michigan General 3.5
Mississippi General 3.5
Missouri Ethics 3.0
Nevada Ethics 3.0
New Hampshire Ethics 1.0
New York General 2.5
Oklahoma General 2.0
Oregon Ethics 2.0
Puerto Rico Diversity 1.5
South Carolina Diversity 3.5
Wisconsin General 1.5
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