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Managing Your Estate Planning Practice in a Virtual World

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
SKU: P9004-21E1-05
$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   

Expires: 9/30/2023

Faculty: 

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

Expires: 9/30/2023

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