eCourse
Protecting the Client and Their Plan from Interlopers and Do-Gooders
Contains material from Sep 2025
Protecting the Client and Their Plan from Interlopers and Do-Gooders
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When other advisors, family, and friends involve themselves in the estate planning process they may help or interfere, or both. This presentation addresses the ethical and practical issues that result and offers real world solutions that put the client's interests and goals first.
Includes: Video Audio Paper
- Total Credit Hours:
- 0.75 | 0.50 ethics
- Credit Info
- TX, CA
- TX MCLE credit expires: 9/30/2026
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1.
Protecting the Client and Their Plan from Interlopers and Do-Gooders (Sep 2025)
John Mark Comuzzie, Bernard E. ("Barney") Jones
0.75
0.50
0.00
0.75 | 0.50 ethics
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Session 1 —47 mins 0.75 | 0.50 ethics
Protecting the Client and Their Plan from Interlopers and Do-Gooders (Sep 2025)
When other advisors, family, and friends involve themselves in the estate planning process they may help or interfere, or both. This presentation addresses the ethical and practical issues that result and offers real world solutions that put the client's interests and goals first.
Originally presented: Jul 2025 Estate Planning, Guardianship and Elder Law Conference
John Mark Comuzzie,
Jackson Walker LLP - San Antonio, TX
Bernard E. ("Barney") Jones,
Attorney at Law - Houston, TX