ON DEMAND: Mum's the Word: Maintaining Client Confidentiality and Dealing with Ethical...
Friday, July 01, 2022
- Friday, June 30, 2023
Presenter: Jeff Chadwick, Winstead PC, Houston, TX
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.