How to prepare for the first meeting with your client, discussing your fees, ethical considerations, educating your client on key concepts, asking the right questions, and developing a plan. Sample documents will include a “Client Questionnaire” and a “Checklist for Your First Meeting.”

– Jayne E. Sykora; Sykora & Santini LLC

Our colleagues and our clients are aging. Learn about the realities, risk factors, and resources specific to mental health problems (including cognitive impairment) and addiction issues in older adults. Understand unique barriers to getting help for older adults, characteristics of older adult mental health, chemical dependency, gambling problems, and the difference between dementia, grief, and depression. The program will touch on ethical issues that can arise if an impairment is present and offer a protocol to encourage someone to get help.

– Joan Bibelhausen; Lawyers Concerned for Lawyers

From the first day the heirs walk in your door, the seeds of potential conflicts of interest are scattered over the file, waiting to take root. Whether it is a choice of who will be the fiduciary, disputes between co-fiduciaries, or battles between the fiduciary and other beneficiaries, conflicts need to be treated promptly or they will grow out of control. This seminar will provide you with the herbicide you need to keep your estate-planning practice healthy!

– Eric T. Cooperstein; Law Office of Eric T. Cooperstein