How to Discuss Security with Your Estates and Trusts Clients
Tune in for a special ethics CLE session* of KrauseCAST featuring Barron K. Henley, Esq., of Affinity Consulting Group!
Addressing security within your office is only half the battle. Unfortunately, your clients often don’t know how to protect their own data, and security is definitely a team sport.
Therefore, it’s important to educate your clients about proper security processes and make sure they are okay with the risks associated with electronic communication and storage (if you intend to use them). Nothing is without risk, but by exercising good practices, you and your client can fully enjoy all the benefits of technology and electronic collaboration.
In this session, we’ll discuss:
- Your communication and confidentiality duties under the Rules of Professional Conduct
- Security issues you should address in engagement agreements
- Measures both you and your clients should employ for security
- Client portals, email encryption, virtual private networks, and other best practices
Finally, we’ll cover the breach notification laws and how they impact lawyers. Reserve your spot for this crucial session today!
*1.0 hour Ethics CLE credit pending
