• Course Book

Dealing with Financial Institutions in Estates & Elder Law

Quantity:
Available: In Stock
Price: $69.00
Item Code: 10140-BK

About

Examine the basics of banking, POAs, estates, and trusts when working with financial institutions as well as communication, documentation, and collaboration. Explore both sides of the issues and learn what you need to know to effectively assist your clients.

Summary of Contents

  • Understanding Each Other
  • Ethics
  • Problem Areas and Hypotheticals
  • Keys to Better Interactions

Published: 4/25/2018
Pages: 354
Size: 8.5x11