Several of my previous blogs have stressed the need for other professionals, such as geriatric care managers, doctors, long-term insurance experts, colleagues and the various institutions.
A typical example might be an individual transferring from New York to New Jersey and the family is in doubt as to the appropriate type of care. In such case, I would not meet with the client initially, but would refer a geriatric care manager to advise me of the appropriate venue.
Also, many writers are of the opinion that it is an attorney's obligation to advise of long-term care insurance before undertaking any planning.
Therefore, I would view it as an ethical issue as to the appropriate time an attorney should render his advice. Ideally, counsel should meet with a client and the appropriate expert so that information is given simultaneously.
Disclaimer: This article does not constitute legal advice and each person may have unique facts for which legal consultation may be necessary.
© December 2011, Post 175
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