ETHICS: Succession Planning: Ethical, Practical, and Financial Considerations
Presenter: Jeffrey Bunten, Esq.
Running Time: 1 Hour
Jeff will discuss how to properly plan for your death, disability, or retirement. While rules vary from state to state, there are common ethical themes to consider. Jeff will also provide practical planning tips to protect your clients, your family, your staff, and your finances.

*This on demand program has been approved for CLE in Virginia.