Estate planning client strategies
Subtitle: leading lawyers on understanding the client's goals, using trusts effectively, and planning in a changing economic climate
By: Tracy Adler Craig ... [et al.].
Contributors: Craig, Tracy Adler.; Aspatore, Inc.
Series: Inside the minds
Publisher: Aspatore Books
Published: 2009
Place of publication: [Boston, MA]
Language: eng
Number of pages: 229
ISBN-13: 9780314207371
Subjects: Estate planning -- United States
Table of contents: title: Understanding the unique issues of an estate planning practice today / Tracy Adler Craig; title: Overcoming key challenges in estate planning today / Matthew J. Howard; title: Identifying client goals and objectives to maximize the estate planning process / Dan C. Peare; title: Estate planning basics / Morton L. Price; title: Wealth transfer techniques : challenges in a new economy / Daniel R. Stogsdill; title: Addressing clients' estate planning needs / Jonathan S. Chester; title: Key aspects of estate planning / Patricia Galteri; title: Estate planning fundamentals : practical challenges & perspectives / Charles Scott; title: Client strategies for the estate planning process / Matthew D. Gardner; title: Avoiding potential pitfalls for the estate planning client / Terence E. Smolev; title: Client strategies and recent trends in estate planning / Scott M. Nelson.