Articles

The Uber Version of Estate Planning for Seniors

Trusts & Estates

The Uber Version of Estate Planning for Seniors

Authors Martin Shenkman and Jonathan Blattmachr examine how estate planners can use technology as an important part of the planning team and render services that remain relevant to the large swath of aging clients who are indifferent to estate tax planning. Uber, Lyft, and other services and technologies could provide a model for service delivery for estate planners to aging and infirm clients.

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