Description
This product provides perspective on key strategies for establishing and updating estate plans in the changing economic environment. Featuring partners from law firms around the nation, this book guides the reader through the phases of the estate planning process and offers strategies on how to best work with clients at each stage. It offers advice on understanding client's goals, managing documentation, and addressing misconceptions. It also discusses common trust types, such as irrevocable life insurance trusts and grantor retained annuity trusts, and the circumstances in which to use each type of trust.