About This Course
Clients who own small businesses have particular needs and concerns with regards to estate planning. This CLE course will prepare estate planning attorneys to serve those clients as part of their overall estate planning.
The course will go far beyond the issue of wills and delve into operations, employees, customers, vendors, leases, licenses and a slew of other issues as part of their estate plan.
The course will assist attorneys in managing their clients’ expectations as well as those of others involved in the estate planning process. The course will also aid attorneys in identifying gap-in-knowledge challenges for agents and help attorneys to develop long-term advisory roles for their clients.
