Information Gathering and the Initial Client Interview Out of Stock
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March 2012
Segment 1 of Estate Planning Basic Skills 2012
Information Gathering and the Initial Client Interview
Accreditation Information:
No CLE credit is available for this segment.
Presentation:
Welcome and Introduction
Extended by Mark D. Masters, Esq., Program Chair
Information Gathering and the Initial Client Interview
- Using questionnaires to obtain essential personal and financial information
- Educating your client regarding the estate planning process and proposed instruments
- Exploring sensitive matters such as blended families and problem children
- Counseling clients who need what they don't want or want what they don't need
Presented by Frank T. Hill, Esq., and Constance Beck Wood, Esq.
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $15.00 USD
- Member Price $10.00 USD
- General Credits
- Ethics Credits
- EDI Credits