Written by Jill Roamer, JD, CIPP/US

Attorneys receive training in many areas—legal writing, oral argument, marketing, and business operations—but they are rarely trained on how to talk to clients about death, disability, and decline. Knowing how to communicate effectively with your clients about these topics will help them feel more comfortable, increase their trust in you, and likely lead to higher client retention. 

In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From a federal case addressing the valuation of terminated trust interests to a Department of Justice (DOJ) notice that longstanding Americans with Disabilities Act (ADA) guidance is unenforceable and new guidance on Trump accounts and artificial intelligence (AI), read on to learn how these developments may impact your practice. 

In the past month, we have seen significant developments in estate planning, business law, elder law, and special needs planning. We have highlighted the most noteworthy developments to ensure you and your firm stay informed of any changes. From federal cases imposing increased tax liability for an asset transfer not made for a nontax purpose and reversing an administrative law judge’s denial of Supplemental Security Income disability benefits, to a Department of Justice opinion that certain federal employment discrimination guidelines are unconstitutional and a new Florida rule requiring certification of the accuracy of legal citations in court filings, read on to learn how these developments may impact your practice.