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OC/LB Estate Planning: Malpractice in Estate and Trust Practice

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Course Description

Ron Klein is vice president-claims counsel with CAMICO Mutual Insurance Company. Klein is responsible for advising the claims department on high exposure claims and working on special projects as directed by the company. He has been with CAMICO since its inception in 1986, managed the claims department for 20 years, and has seen over 4,000 professional liability claims during his tenure. Educated as an accountant and attorney, Klein holds a B.S. in Business Administration from Washington University in St. Louis, and a J.D. from Southwestern University in Los Angeles. He is a member of the California Society of CPAs' committee on professional liability and is a frequent speaker for CAMICO as well as the California CPA Education Foundation. Klein is also the co-author of The CPA's Guide to Effective Engagement Letters 7th Edition, the definitive work on engagement letters for CPAs, published by CCH. No Agenda or Materials posted.

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Learning Format 2.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory

Knowledge Level
Basic