Estate Planning Client Strategies: Leading Lawyers on Understanding the Client's Goals, Using Trusts Effectively, and Planning in a Changing Economic Climate (Inside the Minds)

Estate Planning Client Strategies is an authoritative, insider's perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding client s goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. 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 this ever-evolving area of law.

Inside the Minds provides readers with proven business intelligence from C-Level executives (Chairman, CEO, CFO, CMO, Partner) from the world's most respected companies nationwide, rather than third-party accounts from unknown authors and analysts. Each chapter is comparable to an essay/thought leadership piece and is a future-oriented look at where an industry, profession, or topic is headed and the most important issues for the future. Through an exhaustive selection process, each author was hand-picked by the Inside the Minds editorial board to author a chapter for this book.

Chapters Include:

1. Tracy Adler Craig, Partner and Chair, Trusts and Estates Practice Group, Mirick, O Connell, DeMallie & Lougee LLP Understanding the Unique Issues of an Estate Planning Practice Today

2. Matthew J. Howard, Tax Partner, Moore Ingram Johnson & Steele LLP Overcoming Key Challenges in Estate Planning Today

3. Dan C. Peare, Chair, Trusts and Estates Practice Group, Hinkle Elkouri Law Firm LLC Identifying Client Goals and Objectives to Maximize the Estate Planning Process

4. Morton L. Price, Partner, Cowan, Liebowitz & Latman PC ESTATE PLANNING BASICS

5. Daniel R. Stogsdill, Partner, Cline, Williams, Wright, Johnson & Oldfather LLP Wealth Transfer Techniques Challenges in a New Economy

6. Jonathan S. Chester, Partner, Lindabury, McCormick, Estabrook & Cooper PC Addressing Clients Estate Planning Needs

7. Patricia Galteri, Chair of the Trusts & Estates Department, Meyer, Suozzi, English & Klein PC KEY ASPECTS OF ESTATE PLANNING

8. Charles Scott, Partner, Kimball, Tirey & St. John Estate Planning Fundamentals: Practical Challenges & Perspectives

9. Matthew D. Gardner, Shareholder, Sullivan & Ward PC Client Strategies for the Estate Planning Process

10. Terence E. Smolev, Partner, Forchelli, Curto, Crowe, Deegan, Schwartz, Mineo & Cohn LLP Avoiding Potential Pitfalls for the Estate Planning Client

11. Scott M. Nelson, Shareholder, Lommen, Abdo, Cole, King & Stageberg PA - "Client Strategies and Recent Trends in Estate Planning"