How do you help clients plan when they anticipate conflict among their beneficiaries?

Join Ian Hull and Jordan Atin for a practical discussion about navigating difficult family dynamics and beneficiary concerns during the estate-planning process.

Clients may worry about a beneficiary’s expectations, strained relationships or how family members will respond to their decisions. These concerns can make it harder to settle on a plan and move forward with confidence.

Ian and Jordan will explore how lawyers can help clients work through these concerns, clarify their intentions and consider planning options. The conversation will also address documenting instructions and discussing whether, when and how clients might communicate their decisions.