Beginning the Estate Planning Process

Beginning the Estate Planning Process pdf epub mobi txt 電子書 下載2025

出版者:
作者:Multiple Authors
出品人:
頁數:52
译者:
出版時間:2009-7
價格:198.00元
裝幀:
isbn號碼:9780314907332
叢書系列:
圖書標籤:
  •  
想要找書就要到 圖書目錄大全
立刻按 ctrl+D收藏本頁
你會得到大驚喜!!

Quick Prep: Beginning the Estate Planning Process is an authoritative, insider's perspective on key strategies for initiating the estate planning process with a new client. Featuring partners from law firms across the nation, these experts guide the reader through the beginning stages of the planning process and how to best work with clients during the preliminary stages. These top lawyers give tips on keeping clients engaged in the process despite possible reluctance, understanding client motivations and goals, and involving family members in the early planning stages. Additionally, these authors discuss how to obtain key initial documentation, establish a timeline for the process, and address common client misconceptions. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts around the keys to navigating this ever-evolving area of law. Chapters Include: 1. Matthew J. Howard, Tax Partner, Moore Ingram Johnson & Steele LLP "The Importance of Client Engagement throughout the Process"

2. Morton L. Price, Partner, Cowan, Liebowitz & Latman PC "Making the Most of an Uncomfortable Process"

3. Dan C. Peare, Chair, Trusts and Estates Practice Group, Hinkle Elkouri Law Firm LLC "Key Considerations for Working with New Clients and Families"

4. Tracy Adler Craig, Partner and Chair, Trusts and Estates Practice Group, Mirick, O'Connell, DeMallie & Lougee LLP "Providing Effective Client Guidance"

5. Daniel R. Stogsdill, Partner, Cline, Williams, Wright, Johnson & Oldfather LLP "Understanding Client Concerns and Goals Early in the Planning Process"

6. Patricia Galteri, Chair of the Trusts & Estates Department, Meyer, Suozzi, English & Klein PC "Preparing an Appropriate Strategy"

具體描述

讀後感

評分

評分

評分

評分

評分

用戶評價

评分

评分

评分

评分

评分

本站所有內容均為互聯網搜索引擎提供的公開搜索信息,本站不存儲任何數據與內容,任何內容與數據均與本站無關,如有需要請聯繫相關搜索引擎包括但不限於百度google,bing,sogou

© 2025 qciss.net All Rights Reserved. 小哈圖書下載中心 版权所有