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Ethical Considerations for Employee Benefits Counselors (PDF)
Utz & Lattan, LLC
Jan. 25, 2019 69 pages. Topics: [1] The glory and peril of written advice; [2] Minutes: how much detail to include? [3] Attorney's retention of consultant: privilege for client's communications with consultant; [4] Preserving client confidentiality on listservs and online chat rooms; [5] Attorney-client privilege; [6] Work product doctrine. MORE >> |
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