Pre-Contest Planning | Estate Planning

There are many techniques that may discourage challenges to your client's estate planning documents, including steps the planner should take or avoid taking to assure that the client's wishes are followed. FROM PROVIDER - 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. Learn more in this podcast.