Skip navigation
1600x900-GettyImages-200335329-002.jpg

Arranging a Meeting of the Minds

Explaining technical concepts to clients for greater understanding and satisfaction

In estate planning, particularly for high-net-worth (HNW) clients, client communication and clearly explaining technical concepts are critical but can be challenging. Ultimately, for estate-planning professionals, the ability to explain, simplify and contextualize intricate ideas empowers clients to make more confident, informed decisions and builds a strong attorney-client relationship. This ability to educate clients and clearly explain the technical aspects of the planner’s proposals

All access premium subscription

Please Log in if you are currently a Trusts & Estates subscriber.


If you are interested in becoming a subscriber with unlimited article access, please select Subscription Options below.


Questions about your account or how to access content?


Contact: [email protected]

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish