00:46:02 Create new playlist Create new playlist Building lasting relationships based on trust November 24, 2021
00:29:52 Create new playlist Create new playlist Strengthening client relationships by understanding their philanthropy stance November 24, 2021
00:28:37 Create new playlist Create new playlist Umbrella trusts and beneficiary funds: Managing relationships at scale November 24, 2021
00:39:22 Create new playlist Create new playlist The estate planner's relationship with the client November 24, 2021
00:40:40 Create new playlist Create new playlist Managing the relationship between the executor and the family of the deceased November 24, 2021
00:42:59 Create new playlist Create new playlist Managing fiduciary relationships in multi-jurisdictional families November 24, 2021
00:40:39 Create new playlist Create new playlist The Living Will - Managing relationships around end-of-life directions and decisions November 24, 2021