3 comments
ContentlyCraig
ContentlyCraig

They should only tell you as and when it rises or is a current issue because what happens if you leave the client with that information? You should have been told of that year's tax/charity issues but only the past ones if asked.

ContentlyCraig
ContentlyCraig

They should only tell you as and when it rises or is a current issue because what happens if you leave the client with that information? You should have been told of that year's tax/charity issues but only the past ones if asked.

MikeSchaffer
MikeSchaffer moderator

 @ContentlyCraig Good point, Craig! I wonder if the industry could sustain something like a "client-attorney privilege?" That would be a potential game-changer, no?

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