I’ll be leaving shortly for the Academy’s Spring Summit event in Houston! I’m looking forward to seeing all my Academy friends. I interact with members every day, but my opportunity to see them in person is at the Academy events. In addition to numerous meetings, I’ll be giving two presentations. The first examines the ethics of an estate planning attorney also providing financial services in a separate entity. As attendees will learn, informed written consent is key to avoiding the possible … [Read more...] about Off to Houston!
