This handbook is a practical guide to everyday mistakes in estate planning.
This handbook details the kinds of oversights and issues that may be common when sufficient time and attention aren’t applied to the estate planning process. It follows the course of every estate planning engagement and matter pertaining to preengagement of legal services, consultation with the client, analysis of issues, document drafting, implementation of the estate plan after the signing of the basic estate planning documents, and termination of engagement. It includes a sample case management matrix, a sample estate planning questionnaire, and a sample engagement closing letter.
Tricia Renze Buhrfiend and Jennifer A. Johnson, Huck Bouma PC, Wheaton
Chapter 1 — Introduction
Chapter 2 — The Big Three
Chapter 3 — Paradigms and Conundrums
Chapter 4 — Preengagement
Chapter 5 — Consultation
Chapter 6 — Analysis
Chapter 7 — Documents
Chapter 8 — Implementation
Chapter 9 — Termination
Chapter 10 — Lessons from the Trenches and Practice Maxims
Chapter 11— Conclusion
Chapter 12— Appendix