Symposium: Cultural Competence in Estate Planning

2025 Annual Meeting
March 21, 2025 – 8:30am – 10:00am
Palm Springs, CA

This session will 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 also explore ethical considerations when working with diverse clients and include a case study to analyze how cultural competency is applied

Speakers: Terrence M. Franklin, Chasity Grice, Reetu Pepoff