Practicing estate planning and elder law is one of the most enjoyable and professionally rewarding careers an attorney may choose.  Imagine a practice area where your clients respect your knowledge and treat you with kindness and courtesy.  They pay your fees in a timely fashion and tell their friends how much they have enjoyed working with you and your firm.  At the same time, you are rarely facing the pressure of a deadline, much less an adversarial attorney on the other side of a matter trying to best you.  In most instances, you are acting in the capacity of a counselor at law (trusted advisor) rather than an attorney at law (professional representative).  

We spend our days meeting with clients, discussing their lives and their families and addressing their fears and concerns.  Through our knowledge, training, experience and imagination, we craft solutions, occasionally elegant ones, to the age old problem of passing assets from one generation to another as quickly and painlessly as possible.  At the same time, we also seek to protect those assets from being depleted by taxes, legal fees and nursing home costs to the extent the law allows.

The end result of this process is a client who feels safe and secure in the knowledge that, in the event of death or disability, they have all their bases covered.  Having achieved peace of mind that their future is well planned and in good hands, they can get on with the business of enjoying their lives.  For the attorney, a happy and satisfied client has been added to the practice and another potentially lifelong and mutually rewarding relationship has begun.  Let’s look at the strategies and techniques we use to achieve this enviable state of affairs.