LibraryScenariosWhen Client Gifts Create Professional and Legal Problems
Scenario

When Client Gifts Create Professional and Legal Problems

My wealthiest client died and left me fifty thousand dollars in his will and his adult children are furious and threatening to sue.

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More people experience this than they realize.

What we've seen

A client left you money in his will, and now his angry family is coming after you.

Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Financial Advisory & Wealth Management?”

If this sounds familiar, the Library can help you find the bigger picture.