Estate-planning attorneys handle their initial meetings with clients in different ways. Various factors come into play, including how much information to ask for before the meeting, how much preparation to do and which individuals should be present at the meeting in addition to the client and the attorney. We asked Avi Z. Kestenbaum and Marvin E. Blum, two of our editorial advisory board members on the Modern Practice Committee, to share their views on this important interaction. Here are
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]
