fbpx Ask An Expert

Want to read more? Sign Up For Our 30-Day Free Trial

How Do I Select An Estate Planning Attorney

Lawyers are advising clients about real estate law.

  1. If a person has an estate that will not be subject to estate tax at death, his or her attorney needs are different than that of a person’s whose estate will be subject to estate tax.  If the estate is not going to be taxed, what a person needs is a reasonably priced attorney who has some experience in estate planning, is a clear and concise draftsperson, is trustworthy, and is a person that the client likes working with.
  2. If one has a taxable estate, a tax specialist is required.  An attorney with an LLM in Taxation, or who teaches estate tax at a law school, or who publishes articles on sophisticated tax matters would be a good choice.  An attorney at a large law firm is more likely to have the ability to focus on that tax law and develop an expertise than an attorney at a smaller firm that has to do a little bit of everything.  

Want To Read More? Sign Up For Our 30 Day Free Trial.

Please login below. If you don't have an account, feel free to sign up and get access to the entire WealthCAP HUB®.

error: This content is protected!



Ask An Expert