Question: Introduce a estate plan or trust for a client involves a great deal of understanding of family dynamics, history, and perhaps even irrational thinking. How
Introduce a estate plan or trust for a client involves a great deal of understanding of family dynamics, history, and perhaps even irrational thinking. How would you deal with a situation where a client wants you to assist in a task which you may personally disagree with (e.g. disinheriting children), or donating money to a charity you find controversial? Is it your place to discuss these matters with your client?
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