Real practice never follows the law school script. The tangled web of client complications, tough decisions, and unexpected life events is a constant surprise that keeps the days interesting. In this short discussion, seasoned practitioners will share their most significant "wish I'd known" moments to help you along. Register today!
Discuss some realities of client communications and prepare for the common challenges.
Know whom to contact when you need information about specific assets.
Prepare for the surprises estate administration brings.
Clients Aren't Always Forthcoming With the Toughest Issues
End-of-Life Decisions and Living Wills Will Break Your Heart but Cannot be Skipped
Good Communication With Other Professionals is Critical (Trustees, Accountants, Account Custodians, etc.)
These Things Will Take up Most of Your Time
Taxes are not for the Faint of Heart
Dementia is a Sneaky Enemy and Documenting Capacity is Key
No Matter How Well You Plan, Estate Administration Always Holds Surprises
It Pays to Control Potential Conflict Before it Occurs
Lori Vella is founder and attorney with Law Office of Lori Vella practicing in the areas of estate planning, guardianship, elder law and probate. She is member of the Hillsborough County Bar Association and The Florida Bar (Real Property, Probate and Trust Section and serves on the Ethics Committee of the Elder Law Section), a graduate of Elder Law College and a member of BNI and Babe Crafted. Ms. Vella practices in New York and Florida. She earned her B.A. degree from the University of Rochester and her J.D. degree from Albany Law School of Union University.
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