Overview

Estate Planning Client Strategies is an authoritative, insiders perspective on key strategies for establishing and updating estate plans in our changing economic environment. Featuring partners from law firms around the nation, these experts guide the reader through the different phases of the estate planning process and offer strategies on how to best work with clients at each stage. These top lawyers reveal their advice on understanding clients goals, managing documentation, and addressing common misconceptions. From Irrevocable Life Insurance Trusts (ILIT) to Grantor Retained Annuity Trusts (GRAT), these authors also discuss some of the most common trust types and the circumstances under which to use each type of trust. Additionally, these leaders describe best practices for responding to ongoing challenges in estate planning, including tax developments, relocation issues, and the changing economic climate. 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.

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