Planning for Privacy in a Public World (from Annual Advanced Estate Planning and Administration 2018) (Online Seminar)

MCLE Credits: 1.0
Ethics Credits Included: 0.0

MCLE Credit: 1.0 (Ethics: 0.0; GAL Incap: 1.0)
Live-Interactive Credit: 0.0
Price: $70 (Includes a downloadable audio version.)
Viewable Through: 4/30/2021

Information

A pre-recorded streaming VIDEO replay of one session from the April 2018 live seminar, The Douglas W. Conner 39th Annual Advanced Estate Planning and Administration.


Cosponsored with the Wills, Trusts and Estates Section of The Virginia Bar Association

GAL Continuing Credits: 1.0

Note: Your GAL certificate may be found at the front of your written materials.

As public access to information increases, clients are seeking solutions to protect their privacy and personal security. This presentation will discuss how the professional advisor can structure estate plans and financial transactions in a confidential manner and protect clients against physical and cyber attacks.

 

Schedule

Faculty

FACULTY

Jeffrey D. Chadwick, Winstead PC / The Woodlands, TX

MODERATOR

Frank A. Thomas, III, Frank A. Thomas. III, PLC / Orange

Locations, Dates and Fees

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