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  2. ON DEMAND: Mum's the Word: ...

ON DEMAND: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working for Anywhere and Everywhere

Working remotely is here to stay. Increasing client demand for virtual meetings presents estate planning advisors with unique ethical challenges, including how to preserve client confidentiality. This presentation will discuss how the traditional duty of confidentiality applies to a virtual estate planning practice, and will provide practical suggestions for structuring engagement letters, addressing conflicts of interests, and safeguarding client communications.

$49.00 - $69.00
Member
$49.00
Non-member
$69.00
Senior
$49.00
New Admittee
$49.00
Law Student Member
$49.00
Judge
$49.00
Non Attorney
$49.00
Paralegal
$49.00
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ON DEMAND: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working for Anywhere and Everywhere Presentationcal Challenges while Working for Anywhere and Everywhere Presentation

Presentation: 1.0 Ethics Jeff Chadwick, 63 min 32 sec

ON DEMAND: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working for Anywhere and Everywhere CLE Form

Certificate: 0/1 Course items completed

ON DEMAND: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical Challenges while Working for Anywhere and Everywhere Survey

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