5 Critical Topics to Effectively Expand Your Client Conversations


Webinar Recorded: April 8, 2021
Duration: 58 minutes
Presenters: Valerie Peterson, J.D.

Estate planning and elder law are closely related. However, there are planning opportunities that are often overlooked by attorneys when a client books an appointment to create a “simple” will or update their planning documents.

This session will cover critical topics estate planning and elder law attorneys should be discussing with every client.

Valerie Peterson, J.D. will also cover:

  • How to offer solutions to clients who need specialized planning due to their age or health needs.
  • How to offer solutions to clients without giving away free legal advice.