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[Estate Planning] 2, Unauthorized Practice of Law
Season 1 · Episode 2

[Estate Planning] 2, Unauthorized Practice of Law

Open Exam Prep · Ran Chen, EA, CFP®

December 17, 20243m 51s

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Show Notes

Only licensed attorneys can draft legal documents. Planners should refer clients to attorneys for legal advice. CFP Exam Prep Podcast.

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