MILWAUKEE ESTATE PLANNING FORUM, INC.

The foundation of client relationships starts with knowing who your client is. That affects all the professionals gathered at the Milwaukee Estate Planning Forum. Every discipline has ethical rules and requirements that guide client relationships and professional interactions. Elli Becker and Jeremy Guth of O’Leary-Guth Law Office, S.C. review the ethical considerations faced by attorneys, with commentary from guest panelists Andrew Bird of Mosaic Financial Partners and Sean Bailey of Vesta CPAs, S.C. regarding their discipline’s ethical rules and responsibilities when it comes to dealing with clients across each profession.