Engaging the Next Generation of Estate Planning Clients
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Estate planning for these clients may involve considerations that are unique relative to our experience with "traditional" or older clients.
- Same-sex marriages, civil unions and cohabiting unmarried individuals
- Assisted conception children and children from other relationships
- Advantages and disadvantages of IRC § 529 Accounts
- Planning to accommodate the needs of minor children