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Balancing Collaboration With the Attorney-Client Privilege

Beware of confidentiality limitations

Collaboration is increasingly becoming the footpath for advisors to proceed within the context of family wealth and estate planning.  Whether face-to-face or cloud-based, authentic collaboration is often a highly suggested best practice today. The National Association of Estate Planners & Councils, for example, recommends that all Accredited Estate Planners designees continue sharpening their skillsets to engage more fully in a collaborative process, in which their multidisciplinary


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