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?