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Emotional and Psychological Issues of Estate Planning What (or Should) Keeps Clients Awake at Night and How this Might (or Should) Shape the Estate Palnning Process (Audio Download) |
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WHAT TECHNIQUES DO ESTATE PLANNERS USE TO HELP CLIENTS DEAL WITH
THE EMOTIONAL ISSUES OF ESTATE PLANNING?
HOW SHOULD ATTORNEYS RAISE POTENTIAL EMOTIONAL ISSUES WITH CLIENTS?
This practice tool packed program will discuss how to handle issues relating to the emotional & psychological issues of estate planning.
The panelists will discuss:- Current tax issues: possible changes in exemption levels and pros and cons of portability;
- Hot issue for married couples: more or less control to surviving spouse over estate intended for children, especially if multiple;
- Protecting client and heirs from possible trustee abuse; i.e. conditions for removal of trustee; How does the estate planner inform the trustee of his/her duties? Growing impact of litigation on trust and estate matters. Pros and cons of Trustee exculpation clauses;
- Succession planning for the family business;
- Counseling the client about unequal gifts;
- Advising the client whether to disclose or not disclose the estate plan to the heirs. What factors control the advice to be given;
- Pros and cons of advising clients on placing gift in trust for children, whether asset protection, financial education or responsibility, special needs or otherwise;
- How does the Attorney deal with the emotional and psychological aspects of these issues.
MODERATOR: Paul Fisher, Fisher Mediation, Los Angeles, CA
PANELISTS:
Keith A. Davidson, Albertson & Davidson, LLP, Riverside, CA
Ronald P. Wargo II, Friedmann Goldberg LLP, San Francisco, CA
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Immediately after checkout, the download file(s) will be available in Your Downloads (accessible in the left navigation area of the Web Store when logged in).
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