Sound Advice for your Initial Client Meeting: T&E Section CLE Luncheon - Webinar
New to the field of estate planning? Would you like a refresher on the basics? This program will cover the five essential questions you should be asking at your initial client meeting: (1) Who is the client? (2) Who are the beneficiaries/heirs? (3) How does the client want to benefit the beneficiaries? (4) What are the client’s assets and, (5) Who is in charge and when?
- Master the initial client meeting
- Understand your client's exact assets and who is in charge
- Appreciate your client’s ultimate goals
If special accommodations are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Please note that the home study will be available approximately 2-3 weeks following the live program.
12:00-1:00pm
Sound Advice for your Initial Client Meeting
Presented by Nicole Economy Brown, Esq., Brown & Crona LLC
Registration Fees
| Non Member | $69.00 |
| CBA Member | $49.00 |
| CBA Trust & Estate Law Section Member | $39.00 |
| Paralegal/Legal Support Staff | $24.50 |
| New Lawyer Edge Partner | $24.50 |
| CLE Elite Pass Holder | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 1.00
- Ethics Credits:
- EDI Credits:
To join the CBA or add a Section to your membership click