BW PRINCIPALS LEAD SESSION AT ANNUAL ESTATE PLANNING CONFERENCE FOR CONTINUING LEGAL EDUCATION

Peter T. Mott and Alyssa V. Sherriff spoke at the 47th Annual UCLA/CEB Estate Planning Institute in a remote live session on “How to Do a Proper Conflicts Check.” Their presentation guided estate planning practitioners in the California legal community through key steps, offering practical tips on best practices, risk mitigation strategies and compliance to protect clients and avoid ethical pitfalls. Their recorded MCLE-accredited program is active on the CEB’s platform for continued on-demand learning. Read more at: https://learning.ceb.com/course/47th-epi-how-to-do-a-proper-conflicts-check.