[WSBAPT] trust CLE question

Philip N. Jones pjones at duffykekel.com
Mon May 23 19:00:24 PDT 2022


I try to stay away from the CLEs presented by out-or-state for-profit businesses.  Judging by the number of invitations to speak that I have received over the years (on a wide array of topics), I am not sure that they screen their speakers very well.  That suspicion is strengthened by the fact that oftentimes I have never heard of the speakers.  And sometimes the written materials are prepared by the company, not by the speakers.  In short,  I have concluded that CLEs sponsored by the state bar and various county bars are better quality.  But that’s just my opinion.
And most CLEs (whatever the source) do not provide estate planning forms.  That would be a big job.  Too big.
Phil Jones

Philip N. Jones
Duffy Kekel LLP
Portland, OR
pjones at duffykekel.com
(503) 853-1482 cell

> On May 23, 2022, at 5:20 PM, Cindy Zetts <czlawgirl at earthlink.net> wrote:
> 
> I got 3 brochures for the NBI Washington trust CLE at the end of June. I can't decide whether this will be a CLE worth spending money on. I want something that provides samples and drafting guidance in addition to reviewing substantive law. The last trust CLE I did was not particularly helpful in the drafting area and provided no sample whatsoever.  So, my question: What recommendations do you have for a comprehensive trust CLE? Is NBI the way to go? 
>  
> Thank you!
>  
> Cindy Zetts
> Cynthia Zetts Law, PLLC
> Affordable estate planning, mobile service
> 253-720-6446
>  
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