The Life & Legacy Estate Planning Podcast

Confidentiality for Elder Clients - Why Am I Left In The Waiting Room?

March 04, 2022 Kevin Season 1 Episode 7
The Life & Legacy Estate Planning Podcast
Confidentiality for Elder Clients - Why Am I Left In The Waiting Room?
Show Notes

Attorney Davidson discusses the attorney's duties to an elder client, and why attorneys often can not discuss details or planning documents with curious children or other family members.

Disclaimer:  None of the information presented herein or in the Life & Legacy Estate Planning Podcast should be interpreted or relied upon as legal advice and no attorney client relationship exists as a result of presenting this material.  As with all legal matters, you should review your specific circumstances with an attorney familiar with the details of your circumstances. 

Theme music:
"Next Adventure" performed by Lobo Loco. License at: creativecommons.org/licenses/by/4.0/