Elder Law Trusts and Estates: Leading Lawyers on Strategies for Working with Clients and Their Families in Estate Planning (Inside the Minds)

This product provides an authoritative, insider's perspective on best practices for working with clients and their families during the estate planning process. It guides the reader step-by-step through the estate planning process when working with elderly clients and offers advice on overcoming common challenges in asset protection by ensuring appropriate documentation, managing timing, and avoiding tax problems. It also discusses the importance of understanding the client's goals by obtaining key information, developing a good attorney-client relationship, and managing interactions with family members.