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Apr 1, 2009 12:00 PM
It's Personal
As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients — despite our lack of formal training for this role. In fact, the psychological aspects of our job are often overlooked and misunderstood, although they're arguably more important than the complicated tax planning, asset protection advice and legal services we provide.
Our own practices impress upon us the estate planner's need to address the psychological. In just two days, one of us recently was in all of these situations: meeting with two different client families to mediate estate disputes; celebrating a client's wedding; attending a client's funeral; paying a shiva
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
E-Newsletter Signup
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