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Understanding the purposes of clients, advising clients about the real limits of what the law can accomplish or will allow, and drafting documents for these clients can be a major challenge.
This program discusses advising clients about integrating religious, philosophical and ethical beliefs into their trust and estate plans.
- Understanding and documenting client beliefs and the purposes they seek to achieve in trust and estate plans
- Counseling clients about what can be practically achieved and the limitations of law
- Anticipating possible post-mortem challenges and steps to enhance enforceability and mitigate litigation
- Practical guidance on drafting underlying legal or supplementary documents – and common traps