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Tips From the Pros: Undue Influence: Focus Factors During a Pandemic

Sandra D. Glazier reminds us to be sensitive to the enhanced potential of client vulnerabilities

The ability to meet with clients over the phone and via electronic technology (for example, Zoom, GoToMeeting, Microsoft Teams) has permitted planners and others in advisory and financial services to continue to practice during the COVID-19 pandemic. For high-net-worth clients, the ever-increasing potential (following the Jan. 5 Georgia run-off election that resulted in Democratic control of both the House and Senate) that clients may seek assistance in transferring significant wealth over a

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