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How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged
Manage episode 204821181 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.
318 episodes
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Manage episode 204821181 series 2094362
Content provided by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Suzy Shaw, The American College of Trust, and Estate Counsel | ACTEC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
How can estate planners keep privileged communication safe when working with other advisors and professionals? ACTEC Fellows Kim Kamin and Michael Simon tackle attorney-client privilege and privileged communication issues in this podcast: How Estate Planners and Other Advisors Work Together and Still Keep Communications Privileged.
The American College of Trust and Estate Counsel, ACTEC, is a professional society of peer elected trust and estate lawyers in the United States and around the globe. This series offers professionals best practice advice, insights, and commentary on subjects that affect the profession and clients.
318 episodes
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