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9780314195609

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

by
  • ISBN13:

    9780314195609

  • ISBN10:

    0314195602

  • Format: Paperback
  • Copyright: 2008-07-30
  • Publisher: West Group

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Summary

Elder Law Trusts and Estates is an authoritative, insider's perspective on best practices for working with clients and their families during the estate planning process. Featuring partners and chairs from law firms around the nation, these experts guide the reader step-by-step through the estate planning process when working with elderly clients and offer advice on overcoming common challenges in asset protection by ensuring appropriate documentation, managing timing, and avoiding tax problems. These top lawyers discuss the importance of understanding the client's goals by obtaining key information, developing a good attorney-client relationship, and managing interactions with family members who may be involved in the estate planning process. Additionally, these leaders outline important jurisdictional considerations and offer their thoughts on recent regulatory developments and trends that will have an impact on estate planning. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating an ever-evolving area of law. Book jacket.

Table of Contents

A Client-Oriented Approach to Estate Planningp. 7
Creating an Asset Protection Plan for Elder Law Clientsp. 15
Transferring Assets to the Next Generation: Strategies for Effective Estate Planningp. 25
Elder Law Estate Planning: A Step-by-Step Guidep. 43
Meeting the Elder Client's Goals Through Personalized Estate Planningp. 59
Serving the Aging Client: Best Practices for Estate Planningp. 71
Understanding Clients' Objectives to Achieve the Best Possible Resultp. 85
Putting the Client First in Elder Lawp. 97
Working with the Elderly Client and Their Family in Estate Planningp. 113
Appendicesp. 131
Table of Contents provided by Ingram. All Rights Reserved.

Supplemental Materials

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