An estate planning lawyer might want to consider employing a psychologist to deal with certain aspects of their practice. This is especially true when the lawyer needs to advise members of a family about aspects of estate that might bring emotions issues to the table. This happens sometimes when a business owner passes a business to members of his family. Often the transition brings several emotional issues that the family might be dealing with at the time that they are trying to agree on a course of action. A lawyer might be better suited to give advice to his clients if he follows the advice that he receives from the psychologists after he conducts an examination of the members of the family.
See Ann Marsh, When to Send Your Clients to a Psychologist, Financial Planning, June 8, 2012.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.)) for bringing this article to my attention.
