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Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.
Chapters Include:
1. Michael D. Sontag, Partner, Bass, Berry & Sims PLC - "Developing Clients' Estate Plans in 2011 and Beyond"
2. Julie Ann Garber, Attorney, Becker & Poliakoff PA - "Estate Planning Strategies for Today's Clients"
3. Paul Walter and Louis Jay Ulman, Partners, Offit Kurman - "New Estate Planning Developments for Attorneys and Their Clients"
4. Carl E. Eastwick, Counsel, Semmes, Bowen & Semmes - "Preserving Assets and Solving Problems for Estate Planning Clients in 2011"
5. James P. Seguin, Partner, Buckley King - "Overcoming New and Old Challenges in the Estate Planning Process"
Appendices Include:
Appendix A: Client Info Sheet
Appendix B: Sample Investment Policy Statement for Trustees (Prudent Person Standard)
Appendix C: Estate Plan Personal Data Sheet for Married Couples
Appendix D: Estate Planning Checklist
About: Estate Planning Client Strategies provides an authoritative, insider's perspective on key tips for developing estate plans to best meet client needs.
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