Video Lesson: Estate Planning Business Development Primer

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Legal Disclaimer: The contents of this course are intended to provide practical guidance for effectively running and managing an estate planning practice. Due to the nature of an estate planning practice, it is impossible to address all of the specifics of every jurisdiction in one course. While every effort has been made to thoroughly address specific topics, it is NOT the intention of this course to cover every aspect and nuance of an estate planning practice in every jurisdiction. Furthermore, this course is NOT intended to serve as legal advice. Therefore, by accessing and using course materials, including watching the above video and downloading the accompanying materials, you understand and agree NOT to rely solely on the information provided in this course, but to also conduct your own, independent legal research to ensure compliance with all applicable laws in your relevant jurisdiction(s).

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