Key Considerations for Running a Successful Trust & Estate Practice
- Average Rating:
- Not yet rated
- Faculty:
- Jane F Wolk | Sy Sommer
- Duration:
- 60 minutes
- License:
- Never Expires.
Description
For many attorneys, particularly those in small or solo practices, expanding into Estate and Trust work offers a strategic path to growth. Estate planning and estate administration are not only highly profitable avenues for retaining more business in-house but also intellectually rewarding fields that allow you to make a significant impact on your clients’ lives. However, navigating this area of law can be complex, with potential pitfalls for the unwary practitioner.
Join us for an insightful webinar where we will guide you through the critical steps to building a successful Estate and Trust practice. Learn how to master the substantive legal aspects that ensure excellence, address unique ethical challenges, and explore the economic strategies essential for running a thriving and profitable T&E practice.
Credits
This program is eligible for 1 hour(s) of CLE credit in 60-minute states, and 1.2 hour(s) of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
LEAP will seek MCLE accreditation in CA, CT, FL, IL, NJ, NY, PA, and RI. Additional states may be requested upon completion of the course.
If you have met the participation requirements for this course, you will receive a personalized CLE affidavit from mcle-leap@americanbar.org. Please check your spam folder as these e-mails may end up there. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will also be emailed to you from mcle-leap@americanbar.org.
Faculty
Jane F Wolk Related Seminars and Products
Of Counsel
Pashman Stein Walder Hayden, PC
Jane F. Wolk is Of Counsel in the Trusts & Estates and Elder Law practice at Pashman Stein Walder Hayden, PC. Her practice includes all aspects of probate and trust administration, estate and gift tax planning, and the representation of executors, trustees, and beneficiaries. She is licensed by the state bars of New York and New Jersey.
A graduate of Stanford Law School, Ms. Wolk worked for many years with some of the top practitioners in the field of trust and estate law, including Schulte, Roth & Zabel, DLA Piper and J.P. Morgan. Following her years in the world of “Big Law,” Ms. Wolk transferred her experience and expertise to a smaller, more personal setting, founding The Law Offices of Jane F. Wolk, LLC in 2010. After more than a decade in solo practice, Jane joined Pashman Stein Walder Hayden in 2021, where she continues to provide clients with individualized guidance on estate and trust matters.
Ms. Wolk is a frequent lecturer on estate planning and has a special interest in the issues faced by women, by non-traditional families and by members of the LGBT community. She was appointed by the Supreme Court of New Jersey to serve as Vice-Chair on the Fee Arbitration Panel and has been recognized by her peers for her outstanding commitment to pro bono work.
Sy Sommer Related Seminars and Products
Director of Product Enablement
LEAP Legal Software
Sy Justin Sommer is the Director of Product Enablement at LEAP Legal Software. Sy is a 2010 graduate of Fordham Law School and is an attorney admitted to practice in the State of New York. Sy began his career in the Family Law Department of Manhattan law firm Davidoff Hutcher & Citron LLP. After three years with DHC, Sy took a role with JPMorgan Chase Bank in Brooklyn, NY where he served as an Associate Vice President Senior Counsel in the bank’s Mortgage Banking Litigation group. In 2018, Sy sought to apply his legal education and experience in the legal technology space and joined LEAP with excitement to further the company’s mission of helping attorneys to be more productive with cloud technology. Despite being a born and raised New Yorker, Sy currently resides in Jersey City, New Jersey.