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Everyday Mistakes In Estate Planning 2023 Edition (COMING SOON)

PRE-ORDER This handbook is a practical guide to everyday mistakes in estate planning.
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PRE-ORDER

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

Handbook
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SKU: 23EMIEP-H
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      PRE-ORDER

      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

      Products specifications
      Media TypePublications
      CategoryEstate Planning & Probate
      Products specifications
      Media TypePublications
      CategoryEstate Planning & Probate
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