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Working with Women Clients in Estate Planning:The Difference is More Than Just Changing PronounsDate: Tuesday, May 6, 2008Format: Teleconference and Live Audio WebcastDuration: 90 minutes |
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Sponsors: |
The American Bar Association Section of Real Property, Trust and Estate Law and the ABA Center for Continuing Legal Education |
1:00 PM-2:30 PM Eastern |
12:00 PM-1:30 PM Central |
11:00 AM-12:30 PM Mountain |
10:00 AM-11:30 AM Pacific |
Program Description
Women today control more than 50% of the total personal wealth in the United States and the percentage is expected to rise in the coming decade. However, many American women have not done estate planning to protect their assets, their families, and themselves. Since most women will survive their husbands, the need for estate planning continues and often becomes more important for widows.
Working with women clients requires a different approach than working with men, and estate attorneys need to understand the nuances of designing client services for this growing market.
Attend this program to:
- Learn about the communication styles of women
- Find out how women make decisions
- Become aware of women's expectations
- Learn how to engage women in the planning process
Program Faculty
Bruce Tannahill (Moderator), Vice President, Business and Estate Planning, Western Reserve Life Assurance Co. of Ohio, St. Petersburg, FL
Patricia M. Annino, Partner, Prince Lobel Glovsky & Tye, Boston, MA
Susan W. Sweetser, Vice-President, MassMutual Financial Group, Springfield, MA
CLE Credit
1.5 hours of CLE credit in 60-minute states/1.8 hours of CLE credit in 50-minute states have been requested in states accrediting ABA teleconferences and live audio webcasts.*
NY-licensed attorneys: This non-transitional CLE program has been approved for experienced NY-licensed attorneys in accordance with the requirements of the New York State CLE Board for 1.5 total NY CLE credits.
The following states accept ABA teleconferences for CLE credit:
AL, AK, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KY, LA, ME, MN, MO, MS, MT, NC, ND, NH, NM, NV, NY, OK, OR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY.
*States currently not accrediting ABA teleconferences: DE, IN, PA, KS, OH
Registration Options
Individual Online Registration
Register by Phone800.285.2221
Monday - Friday
8:30 AM - 6:30 PM Eastern
Event Code: CET8WWC
Source Code: TCE8IWWC1
Tuition
$85 Section of Real Property, Trust and Estate Law Members
$150 ABA Members
$175 General Public
$60 Each additional registrant using the same phone line
All participants must register for the program.
Join the section and save money on this program, as well as a full range of products and services.
Not an ABA Member?
Join the ABA to receive discounted tuition on this program and future ABA-CLE programs.
View our cancellation policy.
Purchase the Recording
Pre-order the Audio CD PackagePre-order through the ABA Web Store or call 800.285.2221. Refer to product code CET08WWCC. Ready to ship approximately two weeks after the program.
