Protecting Client Privacy and Security

Last week, I attended the Heckerling Institute on Estate Planning. There were many good sessions at the week-long conference. One of the breakout sessions was Protecting Client Privacy and Security. That was a scary session which discussed a wide array of privacy and security concerns, including physical and computer security. The session made me reluctant [ ] The post Protecting Client Privacy and Security appeared first on American Academy of Estate Planning Attorneys.
http://www.aaepa.com/2017/01/protecting-client-privacy-security/