Beginning the Estate Planning Process: What You Need to Know (Quick Prep)

Quick Prep: Beginning the Estate Planning Process is an authoritative, insider's perspective on key strategies for initiating the estate planning process with a new client. Featuring partners from law firms across the nation, these experts guide the reader through the beginning stages of the planning process and how to best work with clients during the preliminary stages. These top lawyers give tips on keeping clients engaged in the process despite possible reluctance, understanding client motivations and goals, and involving family members in the early planning stages. Additionally, these authors discuss how to obtain key initial documentation, establish a timeline for the process, and address common client misconceptions. 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.

Chapters Include:

1. Matthew J. Howard, Tax Partner, Moore Ingram Johnson & Steele LLP "The Importance of Client Engagement throughout the Process"
2. Morton L. Price, Partner, Cowan, Liebowitz & Latman PC "Making the Most of an Uncomfortable Process"
3. Dan C. Peare, Chair, Trusts and Estates Practice Group, Hinkle Elkouri Law Firm LLC "Key Considerations for Working with New Clients and Families"
4. Tracy Adler Craig, Partner and Chair, Trusts and Estates Practice Group, Mirick, O'Connell, DeMallie & Lougee LLP "Providing Effective Client Guidance"
5. Daniel R. Stogsdill, Partner, Cline, Williams, Wright, Johnson & Oldfather LLP "Understanding Client Concerns and Goals Early in the Planning Process"
6. Patricia Galteri, Chair of the Trusts & Estates Department, Meyer, Suozzi, English & Klein PC "Preparing an Appropriate Strategy"