How I’m Changing My Practice, Client Meetings, Client Planning, and More to Address the Coronavirus

March 19, 2020

This webinar will explore steps you might consider for your practice and clients in light of the Coronavirus. Health issues are no doubt of paramount importance for you and your practice. What steps are some firms taking to protect staff and clients? How might you communicate to clients? What might you communicate to clients? How can you hold meetings with clients? How can technology help you continue to practice in the current environment? What are the issues of signing documents in the current environment? While the speakers don’t have answers to many of these difficult questions, we hope that sharing our thoughts, and the steps we are taking, might prove helpful to other practitioners.

Practitioners should be certain that clients are aware of legal, tax, financial and other implications should they choose to react to them. Living wills and DNRs may be crucial to review now. Standard forms may contain language prohibiting intubation under all circumstances. If you contract Coronavirus, it is possible that you would need to be intubated to survive. If you or a client have a DNR or living will stating that you do not want to be intubated, not revising those documents could result in the tragic denial of care that you need to survive.

If a client’s will and other documents are dangerously outdated and don’t reflect current wishes, it may be critical at the present time.

The stock market has been adversely impacted, businesses are closing, and more. Clients might need to review revenue sources, expenditures, retirement plans, estate plans, financial models, business succession plans, and much more.

Speakers: Martin Shenkman, Esq., Jonathan G. Blattmachr, Esq. and Barron Henley

Sponsor: Peak Trust Company – AK; Interactive Legal

*There are no professional advancement credits (CPE, CLE, etc.) offered for viewing this webinar.

*This may constitute attorney advertising.