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5/13/20 WBA LUNCH CLE: Planning for Privacy in a Public World
May 13, 2020 @ 11:30 am - 1:00 pm$35.00
Please join us on May 13, 2020 as Jeff Chadwick, Winstead PC, The Woodlands, TX, presents Planning for Privacy in a Public World.
As public access to information increases, clients are seeking solutions to protect their privacy and personal security. This presentation will discuss how professional advisors can structure estate plans, charitable gifts, and financial transactions in a confidential manner, while also protecting clients against physical and cyber-attacks.