Estate Planning Interview Questions:

• Do you have experience with estate planning cases?
  • How long have you done these cases and how many have you handled?
  • Are you a specialist?
  • Are you certified as a specialist?
  • Have you published anything in this specialty or taught or lectured in it?
• Have you handled matters involving all the issues in my situation?
  • How many?
  • How many in the last two years?
• Are there any issues in my case you haven’t dealt with before?
• Do you have expertise in the laws regarding Medicaid?
• How can I protect my assets and provide for long-term care for myself and for my spouse?
• How can I best avoid paying estate taxes?
• What are my estate planning options and the advantages and disadvantages of each?