Christopher A. Voukides and Nikolaus S. Schuttauf of Day Pitney LLP talk about the process of onboarding new estate planning clients, excerpted from MCLE's 5/1/2024 live webcast: Onboarding Estate Planning Clients. The full program is available as an on-demand webcast or an MP3 here. Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today!
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