Appendix E Letter of Instructions
| Library | A Lawyer's Guide to Estate Planning: Fundamentals for the Legal Practitioner (ABA) (2018 Ed.) |
Appendix E Letter of Instructions
Dear Mr. and Mrs. Doe:
It has been a pleasure working with you in establishing your estate plan. Enclosed is our firm's final billing. You will note that two billings have been included. The billing that specifies tax advice represents legal services that should be deductible as itemized deductions on your personal income tax return. The other billing, which is for the preparation of the wills and trusts, is a nondeductible personal expense.
It is important to review your...
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