Safe Practice: Practical Step to Take to Reduce Liability Exposure For Estate Planners

Date: Tuesday, July 11, 2023
Time: 8:00am - 9:30am
Location: Zoom
Speaker: Marty Shenkman and Sandra D. Glazier

In an environment where claims against estate planners are on the rise, understanding defensive practices that might help practitioners limit potential liability can be important. This educational program will address some of the common claims alleged in some recent high profile cases and steps that practitioners might consider implementing to protect themselves while improving client communications.

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