Navigating a client’s business organizational documents is the key to understanding their company’s formation, governance, and day-to-day operations. This webinar provides a foundational overview of ten critical concepts estate planners should understand when navigating transactions or providing recommendations related to a client’s business, and is designed to equip you with additional confidence as you review these critical business documents.

Presented by: Ryan Snow, JD, MBA

CLE: 1.0 general credit

Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT

(AK, AZ, CT, MO, ND, NH eligible to claim credit.)

We will supply you with the information needed to apply in other states.
Contact  for CLE assistance.

WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle.  Please access and view it via the member website for optimal experience and inclusion in your CLE Profile Account.