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When setting up an estate plan for elderly parents, it's common for adult children to be involved—but it's crucial to understand who the client really is. In this episode, I talk about the importance of maintaining a clear attorney-client relationship with the parents—not the children—and how this protects the integrity of the estate plan.

We'll also touch on the warning signs of elder abuse and undue influence, and why estate planning attorneys have to stay alert to ensure the wishes of aging clients are respected. If you're helping your parents with their estate plan—or you're a parent getting started—this episode is essential listening.

#ElderLaw #EstatePlanning #LivingTrust #FillThatBucket #Pevney #financialfreedom #orangecounty