Bridging the Gap: Addressing Racial Inequities and Enhancing Cultural Competence in Estate Planning

This session will discuss racial inequities in estate planning, including why they exist and ways to address them. It will also highlight the importance of cultural competency in the estate planning process and provide estate planning professionals with the knowledge and skills needed to effectively serve diverse clients. The session will explore ethical considerations, including Model Rule 1.1: Competence, and include a case study to analyze how cultural competence is applied.

Presented by: Reetu Pepoff

CLE: 1.0 ETHICS credit (Qualifies for Competence, Discrimination, Equity, Bias, Implicit Bias)

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

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

We will supply you with the information needed to apply in other states.

Approval process times will vary

Contact shopcle@wealthcounsel.com 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 here via the member website for optimal experience and inclusion in your CLE Profile Account.