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