tThe first step is to survey the symptoms that bring the client

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In fact, it is essential to ask questions about aspects that the client is most likely not even aware of. It is important to remember that the client is a layman in the law and, therefore, someone who does not have the knowledge that is – or should be – involved in an operation of this type. It is not just about what the client thinks he wants: we must look for what the client needs, what will best serve him. An expression of rationality and excellence that, yes, can be found in doctors, geologists, engineers, physical education teachers and, obviously, should be found in lawyers, accountants, economists, and business administrators.

If we are going to reorganize, we need to improve. We cannot accept, under any circumstances, that the client or his family ends up in a worse situation. That would be a reprehensible professional failure. Precisely canada bulk sms packages for this reason, it is essential to be concerned about any possible mismatch between the set of actions implemented and the most precise symptoms of the client and his family.

This phase of investigating what is happening with the family and its assets is crucial: knowing what needs to be resolved and, more than that, everything that is implied in the operation. In fact, there may be operational restrictions, potential problems of various kinds may be identified, difficulties to be overcome (or too costly to be overcome), the need to create or maintain certain privileges (a very common situation in relation to parents or grandparents), the search for balance, preparation for possible and/or probable conflicts (to a greater or lesser extent), problems with default, splits (indispensable, recommended, occasional, acceptable).