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.” That is the subject of this ACTEC Trust and Estate podcast. Transcript/Show Notes This is Susan Snyder, ACTEC fellow from...