Part 1
Live Webcast  |  Tuesday, May 2, 2023  |  2:00 – 3:00 p.m.
1.0 hour MCLE credit, including 1.0 hour Professionalism, Civility, or Legal Ethics credit (subject to approval)

Don’t miss Part 1 of this three-part series in which we discuss the estate planning industry and how you can stand out as a practitioner. Attorneys with all levels of practice experience who attend this online program will learn: the importance of business development; how to identify substantive differentiators to help you bring in more clients; the importance of bringing in ideal clients and how to make yourself a more compelling attorney as you meet with referral sources; and much more. 

Register for Part 1. 

Part 2
Live Webcast  |  Tuesday, May 9, 2023  |  2:00 – 3:00 p.m.
1.0 hour MCLE credit, including 1.0 hour Professionalism, Civility, or Legal Ethics credit (subject to approval)

Don’t miss Part 2 of this three-part series in which we discuss the problems that can arise with estate administration and why we should care about preventing them. Attorneys with all levels of practice experience who attend this online program will learn: why some beneficiaries view their inheritance as a burden; how to help your clients have values-based, purposeful conversations with their families, trustees, and other important people in their plans; example questions for your client when they approach their family during a proactive conversation; how to avoid common pitfalls in trust administration; and much more.

Register for Part 2.

Part 3
Live Webcast  |  Tuesday, May 23, 2023  |  2:00 – 4:00 p.m.
2.0 hours MCLE credit, including 2.0 hours Professionalism, Civility, or Legal Ethics credit (subject to approval)

Don’t miss Part 3 of this three-part series in which we discuss how to be more strategic in building a long-term vision for your practice. Attorneys with all levels of practice experience who attend this online program will learn: how to identify what motivates and energizes you; how to develop a long-term strategy that allows for growth and gets you beyond a day-to-day mindset; how to build a network of referral sources to help you build a stream of clients; how to develop mentor relationships that benefit your professional growth; how to make yourself a more compelling attorney as you meet with referral sources and clients; how to develop an efficient process so your clients get the best experience possible; and much more.

Register for Part 3.