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SKU: OC-62192-01
About
Faculty
About
This presentation looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways.
This on-demand program was originally broadcasted as a webinar in December 2020.
The total running time is approximately 46 minutes.
To view all presentations from Estate Planning Fundamentals, click here.
Faculty
Chair
Gordon P. VanderLeek, VanderLeek Law
Presenter
Carolyn Mills, VanderLeek Law
Firm Broadcast License
A firm broadcast license allows firms or organizations to purchase an on-demand program for viewing as a group at a significantly discounted per person fee. Firm broadcast licenses are purchased by a facilitator who will receive access and is granted permission to broadcast the on-demand program for the pre-selected number of viewers. The facilitator may download and distribute program materials to viewers. For additional information on how to be a facilitator, click here.
The on-demand program must be viewed by all viewers in the same location and at the same time. Access to the on-demand program (recording(s) and materials) will be available on the facilitator’s LESA.org account for one month after purchase.
For payment, cancellation, transfer, group discount, and firm broadcast policies, click here.
Price range: $95.00 through $445.00