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What additional information would you need to obtain before your attorney can properly plan Leigh's estate
Your supervising attorney's client, Leigh Marvin, age 35, is a software executive for a high technology firm. She has one child, Andrea, age 12, from a previous relationship. Andrea's father currently lives in Chicago, has never paid the court-ordered child support of $770 per month, and has not visited Andrea since she was born. The father has just entered a drug and alcohol rehabilitation program.



Presently, Leigh has a live-in boyfriend, Freddy, who describes himself as a born-again ski-bum. They have been living together for the past 8 years. Since Freddy has not been employed for over one year and does not carry regular health insurance coverage, Leigh obtains coverage for him as a spouse under her employer group health plan.



Leigh comes to your law firm seeking advice on how to provide for Andrea if something should happen to her. She tells you that she wants her mother to be guardian of Andrea. She also tells you that she definitely does not want Freddy to Andrea's guardian.



Discuss the following:

1. What additional information would you need to obtain before your attorney can properly plan Leigh's estate?


2. What are the significant planning issues involved in this situation?


3. What would you suggest that your attorney advise the client to do in order to achieve her estate planning goals?

What additional information would you need to obtain before your attorney can properly plan Leigh's estate

Your supervising attorney's client, Leigh Marvin, age 35, is a software executive for a high technology firm. She has one child, Andrea, age 12, from a previous relationship. Andrea's father currently lives in Chicago, has never paid the court-ordered child support of $770 per month, and has not visited Andrea since she was born. The father has just entered a drug and alcohol rehabilitation program.

Presently, Leigh has a live-in boyfriend, Freddy, who describes himself as a born-again ski-bum. They have been living together for the past 8 years. Since Freddy has not been employed for over one year and does not carry regular health insurance coverage, Leigh obtains coverage for him as a spouse under her employer group health plan.

Leigh comes to your law firm seeking advice on how to provide for Andrea if something should happen to her. She tells you that she wants her mother to be guardian of Andrea. She also tells you that she definitely does not want Freddy to Andrea's guardian.

Discuss the following:

1. What additional information would you need to obtain before your attorney can properly plan Leigh's estate?

2. What are the significant planning issues involved in this situation?

3. What would you suggest that your attorney advise the client to do in order to achieve her estate planning goals?