Todd Whatley

The Elder Law Coach

Join Todd Whatley, a seasoned Elder Law Attorney, as he guides attorneys in enhancing their skills and better serving their clients. Tune in for valuable insights!

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Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience

19 mins • May 7, 2025

Recent Episodes

May 7, 2025

Epi 54: Breaking Silos: How Attorneys and Financial Advisors Can Transform Client Experience

19 mins

May 4, 2025

Epi 53: Business Valuation Surprises: The $15 Million Estate Tax Oversight

26 mins

Mar 26, 2025

Epi 51: When To Use (And When NOT To Use) Irrevocable Trusts For Your Clients

31 mins

Mar 24, 2025

Epi 50: Navigating Dementia: Legal Rights and Client Capacity

25 mins

Mar 24, 2025

Epi 49: The Trustee Dilemma: Family vs Commercial Fiduciaries

21 mins

Language
English
Country
United States
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