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How I’m Changing My Practice, Client Meetings, Client Planning and More to Address the Coronavirus

Now Available On Demand

Health issues are no doubt of paramount importance for you and your practice. How and what should you be communicating with clients? How should you hold meetings? What are the issues around signing documents? And how can technology help you continue to practice in the current environment? 

This timely webinar will explore critical steps you should consider for your practice in light of the coronavirus—and implications of the pandemic that clients need to be aware of now, including:

  • Legal, tax, financial and other repercussions 
  • Living wills and DNRs that are crucial to review 
  • Estate and tax planning for the current environment
  • Standard forms that may contain language regarding intubation that, if not revised, could result in a tragic denial of care 
  • Dangerously outdated wills and other documents 
  • The impact on small businesses, including revenue sources, expenditures, retirement plans, estate plans, financial models, business succession plans and much more

CLE accreditation provided by National Academy of Continuing Legal Education (NACLE). This webinar has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 1.0 professional practice credit (Transitional and Non-Transitional) CLE approval is pending in NJ, PA, OH, IL, CA and TN. NACLE will try to accommodate requests for CLE credit in your state. Attorneys may be eligible to receive CLE credit through reciprocity or attorney self-submission in other states. For more specific information about CLE accreditation please contact [email protected]

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored By

Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
Martin M. Shenkman, P.C.


Jonathan G. Blattmachr
Director of Estate Planning
Peak Trust Company


Paul Benda
Senior Vice President, Risk & Cybersecurity Policy
American Bankers Association


Susan Lipp - Moderator
Editor in Chief
Trusts & Estates