“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 fellow from Chicago. Estate planners are often asked include...
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...
