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Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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What’s Included in an Elder Law Agreement?

September 15, 2020

It is very common to sign an agreement or a contract with an attorney that you intend to work with and an elder law attorney is no different. Based on your initial consultation with this elder law attorney you will have a better sense of the services that would be provided and the process with which you expect to work with this person.

Each law firm’s engagement agreement is different and it’s a good idea to read through the specifics of your elder law agreement so that you understand the exact terms of the working arrangement. This includes planning options discussed and the next steps for moving forward.

This can also involve a fee quote for implementing the plan and the terms of payment arrangement, such as asking for half of the fee at the time this person is hired and the balance when the client returns. It can be very difficult to determine the scope of work for all elder law work agreements. This means that your elder law attorney might instead choose to charge by the hour and request a retainer. This can be different in litigation and probate matters as well, so you’ll want to be clear about the exact type of services for which you intend to retain an experienced attorney.

A knowledgeable lawyer will be able to use the information gleaned in the initial consultation to draft up a work agreement. You also have the right to read through this entire agreement and determine whether or not to sign it. Make sure that you ask all of your questions upfront before signing the agreement because it will be assumed that you have read this document and have made your decision to move forward based on it.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more