By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law and James L. Cunningham Jr., J.D. , California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, President of Cunningham Legal
Nationally recognized attorney, President of The Ultimate Estate Planner Inc. and The Law Firm of Kavesh Minor and Otis, Philip J. Kavesh, and special guest speaker, attorney Jim Cunningham, CEO and President of Cunningham Legal, recorded a podcast for the The Ultimate Estate Planner, Inc. on March 19, 2020. Phil and Jim cover in this audio recording the general COVID-19 crisis and detail on the need for regular communication with prospects and clients and how to do that. They also cover the specific marketing techniques to existing clients and prospects, how to handle clients meetings and document signing. Lastly, attorneys Phil and Jim go over how to deal staff issues and hot to handle expenses during this crisis.