Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Wednesday, September 30, 2015

Estate Planning Gets Difficult When Family Is Involved

Relatives fightingThis column discusses some of the difficult and emotional issues that can come up for estate planners whenever a client’s family members get involved.  Oftentimes client’s children will want the estate planner to provide them with their parent’s financial information.  This column discusses instances where a client’s child brought in their parents tax return or a parent wanted the estate planner to fill out a return for their child.  An estate planner must often have written consent from a client before disclosing their financial information to one of their family members.  It is also important for estate planners to avoid getting entangled in a client’s family disputes. 

See Jeff Stimpson, Blood Feuds: Handling Clients’ Families, Accounting Today, September 28, 2015.

Special thanks to Brian Cohan (Attorney at Law, Law Offices of Brian J. Cohan, P.C.) for bringing this article to my attention.


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