client information - American College of Trust and Estate Counsel | ACTEC Foundation

Privileged Communication in Estate Planning and Advising

Privileged Communication in Estate Planning and Advising

May 1, 2018 | ACTEC Trust & Estate Talk Podcasts, General Estate Planning, T&E Litigation

Privileged Communication in Estate Planning and Advising “How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged.” That’s the subject on this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC...

The Security of Clients’ Information and What Attorneys Need to Know

The Security of Clients’ Information and What Attorneys Need to Know

Apr 17, 2018 | ACTEC Trust & Estate Talk Podcasts, Technology Recommendations

The Security of Clients’ Information and What Attorneys Need to Know “The Security of Clients’ Information and What Attorneys Need to Know.” That is the subject of this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC fellow from...