"From the School of Hard Knocks: Thoughts on the Initial Estate Planning Client Interview"

Laying the Foundation for a Good to Great Estate Planning Result

COURSE DESCRIPTION:

CLE Webinar Title:
"From the School of Hard Knocks:
Thoughts About the Initial Client Interview"

Presenter: L. Paul Hood, Jr., Esq.

The initial client interview is a very important event that may affect your practice for years to come. Ideally, you will know the profile of your ideal client's traits and needs and you will successfully fulfill their expectations. From sending off the Estate Planning Intake Questionnaire prior to the interview appointment through the process of drafting and preparing the proper documents, you need to be prepared.

The first meeting with a potential client is critical to the success of the estate planner-client relationship, yet the process is rarely studied by estate planners. The seeds of malpractice too often are sown during the initial client interview. Paul will conduct an in-depth look at the initial planning client interview, principally by directly applying actual quotes from medical textbooks on the initial interview, to provide guidance to estate and financial planners. He also will:

  • Compare what goes through the minds of the estate planner and the client during the initial client interview, based upon interviews with clients and estate planners.
  • Introduce and explain a model, The Path of Most Resistance©, which depicts why the “good estate planning result” is so elusive.
  • Emphasize the importance of watching the non-verbal communication of clients.
  • Discuss selected pointers about types of questions to ask and what types of questions to avoid.
  • Lay out some interviewing suggestions to help make your interviews go more smoothly and be more productive.

In this 90 minute session, Paul Hood, will use his 30+ years of experience 'in the trenches' to transform how you think about the initial client interview!


Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries. CPAs and
Other Wealth Planning Professionals
Avoid Costly Litigation... Protect Your Clients...Provide Legal Counsel to Preserve Their Legacy


This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session

2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the Live Course Session

3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials and/or forms which also includes the CLE Course Evaluation and CLE Certificate of Attendance.

ADVANCED LEGAL TRAINING INSTITUTE OFFERS:

  • Customized Onsite Legal Seminars & Training (MCLE)
  • Legal Consulting, Coaching Speaking & Client Support Services

web:www.AdvancedLegalTrainingInstitute.com
email: [email protected]

Questions? Please email us…


Your CLE Instructor


L. Paul Hood, Jr., Esq.
L. Paul Hood, Jr., Esq.

About the Presenter: L. Paul Hood, Jr., Esq.

Attorney Paul Hood is presently a speaker, consultant and commentator on estate planning issues. He also serves from time to time as a trust protector and trustee. A native of Louisiana (and a double LSU Tiger), Paul obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers,

Paul has authored or co-authored seven books and over 500 professional articles on estate, charitable and tax planning and business valuation. Paul is an author, speaker and consultant on tax, estate and charitable planning. He also is a Vice-President with Thompson & Associates, a charitable estate planning firm. He can be reached at 504.452.7574 or at [email protected].


CLE Webinar Curriculum


  CLE Webinar: "From the School of Hard Knocks: Thoughts on the Initial Client Interview"
Available in days
days after you enroll
  CLE Webinar: eStudy Guide (Handout) + Certificate of Attendance
Available in days
days after you enroll
  CLE Webinar: Copy of the Power Point Slides
Available in days
days after you enroll

Frequently Asked Questions


What is a CLE On Demand Webinar?
A CLE On Demand Webinar is a self-paced online program that allows you to earn continuing legal education credit at your convenience (24/7/365). Each CLE Webinar Package includes: • A Video Recording of the Live CLE Webinar Presentation (MP4) • A Copy of the PowerPoint Slides Used in the Presentation • A Copy of the CLE Course eStudy Guide which includes the Certificate Attendance and the Course Evaluation Form
How long do I have access to the CLE On Demand Webinar? When does the course start and finish?
After registering and purchasing the CLE webinar of your choice through Advanced Legal Training Institute, you will have immediate access to this CLE Webinar Package for as long as you like, across any and all devices that you own. All of our CLE On Demand Webinars allow for lifetime access upon purchase. The CLE webinar starts now it is a completely self-paced online course -- you decide when you start and when you finish.
What if I am unhappy with the final CLE Webinar Package?
Each of our CLE products are digital online downloads which are delivered instantly once payment is received. We stand behind our products and your satisfaction with them is important to us. However, because the CLE Certificate of Attendance is part of our downloadable package and our legal educational products are digital goods delivered via Internet download, we generally offer no refunds. We also realize that an exceptional circumstance can occur and will be reviewed on a case-by-case basis. If you are unsatisfied with your online CLE purchase, contact us by email within 15 days of your original purchase and we will make every effort to locate another CLE On Demand Webinar/course in our CLE Online Legal Training Center that will meet your needs.
Can I share this course with my colleagues? Can multiple people be logged in to view the CLE On Demand Webinar at the same time?
No, unfortunately every member of your team needs to purchase their own training as otherwise the training will not be accredited. Access to each CLE On Demand webinar that is purchased is available only to the registered participant. Only you (as the account holder) can access and view the course materials, therefore only registered and paid attendees will receive the continuing education credit per the California State Bar Association guidelines. Onsite presentations are available and if you have a larger number of employees to train, please contact us for additional information..
As a seasoned practitioner, how do I offer my presentation topic to be considered and/or included in the Advanced Legal Training Institute's CLE curriculum?
We are always on the search for seasoned professionals (Attorneys, Financial Advisors, CPAs, Trust Officers, Fiduciaries and other wealth preservation professionals) to bring their lessons, programs and presentations to our organization. We work with attorneys and other wealth planning professionals who enjoy teaching and sharing the stories of the challenging legal conundrums that the presenter has solved in their estate planning practice over the years. We look for presenters who will provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more-- to help the webinar participants to understand each topic that is presented. Contact us with your proposal, we would love to hear from you. Thanks for your interest.

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