About This Course
Estate Planning seems relatively straightforward—a client asks for a will and the attorney draws it up. The attorney does what he is asked, and the client is happy, so all is well, right? Not exactly. In fact, there is a tremendous amount of research and fact-finding that the responsible attorney must complete before drafting a will to ensure the client’s assets are truly protected and to avoid a malpractice suit in the long run.
This CLE course will explain the most common errors including:
- Drafting Cookie Cutter Wills
- Errors in Gift Giving Provisions
- Failure to Address Abatement
- Failure to Adequately Address Conflicts of Interest
- Failure to Integrate Testamentary Documents
- Failure to Address Tax Issues Competently
- Failure to Address Asset Protection and Creditor Issues
- And much more...
