"Especially for Newer Practitioners: Getting the Big Planning Picture," 14th Annual MCLE Estate Planning Conference
14th Annual MCLE Estate Planning Conference
Breakout Session 2 - 2:20-3:30 PM
Especially For Newer Practitioners: Getting the Big Planning Picture From the first client interview to finalizing the core estate plan, it’s important to understand all the details while maintaining focus on the client’s overall objectives. This session focuses on how to obtain and synthesize information about the client and the client’s planning goals and how to translate that into a coherent, straightforward estate plan.
Suma V. Nair, Esq.; Geoffrey M. Mason, Esq.