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  • Course Book

Dealing with Financial Institutions in Estates and Elder Law 2022

Quantity:
Available: In Stock
Price: $69.00
Item Code: 11554-BK

About

Dealing with financial institutions on behalf of estates and elder law clients can often pose challenges that lead to significant frustration. These course materials present perspectives from both sides of these dealings. They examine the basics of banking, POAs, estates and trusts when working with financial institutions. They also offer tips, practical strategies, and real-world examples to bring about more efficient and fruitful transactions and communications between banks and attorneys.

Summary of Contents

  • Understanding Each Other
  • Problem Areas and Hypotheticals 
  • Keys to Better Interactions
Practice Areas
Published: 6/8/2022
Pages: 154
Size: 8.5x11
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