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Estate planning: merely “technical”?

A friend of mine is completing the next-to-last semester in her JD–Juris Doctor–degree program. [Juris Doctor: she is studying to become an attorney.] She took the final exam in her Wills, Trusts & Estates class on Monday.

“I did real well,” she said. “I think I may have done better on that than any other tests I’ve taken since I began my studies!”

“That’s great!” I said.

“Yeah. I think it’s because with estate planning, you’re just dealing with straight technical questions. You don’t have to deal with all the messy emotional and relational issues–all the people questions–that are so common in other parts of family law.”

I looked at her in shock. “You’re kidding!” Read the rest of this entry »

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Financial, logistical, emotional. –What about legal/definitional?

J____ wrote me a quick note about 8:30 this morning:

I have just a few minutes before I have to leave for a meeting, but I think it would be helpful for our discussions if you categorize your questions/concerns/needed clarification in one of three categories:

1. Financial
2. Logistical
3. Emotional Read the rest of this entry »

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