Small Suburban Law Firm Case Study - Law Assignment Help

Assignment Task

Following your meeting with Lisa earlier today, you are to analyse Lisa’s initial situation review and to prepare a written piece of Estate Planning advice. This written advice is in preparation for your second meeting with Lisa next week, where you will discuss and explain this advice to her.

A. In your Estate Planning advice, you are expected to identify the issues that Lisa should be concerned about or be aware about and to address in her estate plan.

B. You are required to provide Estate Planning advice to Lisa by explaining the options and strategies available to Lisa to address the concerns identified by you including the various documents that can assist Lisa with her estate plan.

C. Your answer should cover, at the minimum, the following issues:

•  Issues relating to a blended family situation
•  Advice on estate and non-estate assets in Estate Planning
•  Capacity / cognition issues
•  Advice regarding family breakdown during lifetime
•  Advice regarding Will and succession planning

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