This one-hour program will discuss how to promote collaboration among the planning team: financial advisors, tax advisors, and estate planning attorneys.
Robert S. Keebler will address opportunities for attorneys to add value when it comes to tax returns and compliance, including tips on how estate planning attorneys can solidify relationships with clients and how to best partner with advisor colleagues.
This webinar is included for Practice Development Subscribers only.
Regular Price: $139 | Trusts & Estates Price: $139 | Gun Law Price: $139 | Business Law Price: $139 |
Practice Development Price: $0