Working with older clients to structure an effective estate and business succession plan often requires a practitioner to be extra cognizant and sympathetic of the goals and needs of the client. These materials examine the process of developing an estate plan for two elderly widowed clients who are looking to get married, wish to protect their estates for their children and plan for their ongoing care needs. The publication also includes a case study that will examine such topics as the initial client meeting, substitute decision making, negotiating the marriage contract, issues in Will drafting, dealing with admission to long term care facilities and business succession. These course materials will take the practitioner beyond the realm of basic drafting and into the realm of providing practical solutions for real life situations.