Connecting with clients and other professionals by phone or video conference has become the norm for most practitioners. A virtual estate planning practice presents new ethical concerns, security risks, and an increased likelihood of electronic wills. Learn how to effectively manage these new challenges.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Lorraine Cavataio, Sandberg Phoenix, O’Fallon
Steven L. Kriz, Levenfeld Pearlstein, LLC, Chicago
Ray Prather, Prather Ebner LLP, Chicago