Page 6 - Ultimate Guide to Estate Planning
P. 6
Keeping up with the Joneses. ......................................... 49
Over 50s – the down-sizing years. ................................. 50
My children are older. ....................................................... 50
Chapter 8. Distribute for events or core values,
irrespective of age. ....................................................................... 53
Chapter 9. Many clients believe that this will be a very
long and boring process. ........................................................... 56
Chapter 10. What made you want to get into practicing
this area of law? ........................................................................... 59
Chapter 11. Most Common Mistakes ................................... 61
Chapter 12. Trustees. ................................................................. 65
How many can I have? ...................................................... 65
Investment Trustee. ........................................................... 65
Distribution Trustee. ......................................................... 67
Trust Protectors. ................................................................. 67
Chapter 13. Common Questions. .......................................... 70
How does the process work? ........................................... 70
How can a good lawyer make this whole process
easier? ..................................................................................... 72
Do I need a lawyer? ............................................................ 75
How should I find a lawyer? What should I watch out
for? ........................................................................................... 76
What can I expect working with you? .......................... 78
Is it too controlling? ........................................................... 78
What are the typical fees and costs associated with
working with you? .............................................................. 79
Who am I best suited to help? ........................................ 80
Why should I do this now? Why not do it later? ....... 81
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