Why We Meet With Our Client(s) Alone

An episode of the Elder Law Issues podcast, hosted by Fleming & Curti PLC, titled "Why We Meet With Our Client(s) Alone" was published on August 28, 2022 and runs 10 minutes.

August 28, 2022 ·10m · Elder Law Issues

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Episode Description

If we are asked to prepare documents for someone, we will insist on meeting with that person — alone. We don’t doubt that your intentions are good, but your father (or mother, or sister, or neighbor) will be our client, and we must insist on making sure we hear their voice, not yours or someone else’s. Also, we want to be able to testify in any future case that it’s our regular practice, and we always meet alone with our client.

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