This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.
Originally presented as part of the
Estate Planning Boot Camp.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
Expiration Date-12/01/2026
This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.
Tricia R. Buhrfiend, Clingen Callow & McLean, LLC, Lisle
