![[Estate Planning] 2, Unauthorized Practice of Law](https://artwork.captivate.fm/abe4183a-4dfa-4a03-97da-92d15c5d473d/_bZUi6Yzjq6h3zQu_ZsaQB5Y.jpeg)
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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