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ENGAGE 2017


EST1732 - Communicating with Clients


Jun 15, 2017 7:00am ‐ Jun 15, 2017 7:50am

Standard: $49.00

Description

This session will discuss how to communicate with clients from the beginning of the estate planning process through completion. You will learn little techniques which can make a big difference in your practice and will can help you avoid liability. These techniques will include how to get a client to talk about their family and their family secrets which they normally would not disclose. Without being able to do that, you may prepare a estate plan which does not adequately protect their client and their family.

Speaker(s):

Tags: EST

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