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Managing Your Estate Planning Practice in a Virtual World

A virtual estate planning practice presents new ethical concerns, security risks, and an increased likelihood of electronic wills. Connecting with clients and other professionals by phone or video conference has become the norm for most practitioners. Learn how to effectively manage these challenges.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
SKU: P9004-21E1-05X
$80.00 or 1.00 credits
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Faculty: 

Lorraine Cavataio, Sandberg Phoenix, O’Fallon
Steven L. Kriz
, Levenfeld Pearlstein, LLC, Chicago
Ray Prather, Prather Ebner LLP, Chicago   

Originally presented as part of the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

Faculty: 

Lorraine Cavataio, Sandberg Phoenix, O’Fallon
Steven L. Kriz
, Levenfeld Pearlstein, LLC, Chicago
Ray Prather, Prather Ebner LLP, Chicago   

Originally presented as part of the 64th Annual Estate Planning Short Course 2021

Expires: 7/1/2024

Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
Products specifications
Program Date5/24 & 5/25/2021
Session from:64th Annual Estate Planning Short Course
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