Live Chat with a CLE Manager
Continuing Legal Education courses for Attorneys
Online CLE courses, cle courses, cle state bar courses

Common Estate Planning Errors and How to Prevent Them

Total Credits
1.5 - 2
  • Instant Online Access
  • All Your Devices
  • DVD & CDs
  • iOS & Android App
  • Save To Device


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...

Lecturer Bio

Martin L. Lerner, Esq.

Martin L. Lerner's practice, for the past thirty years, has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration and post-mortem tax planning.

Marty has been a speaker on estate planning topics for National Business Institute continuing legal education courses as well as a lecturer on estate planning topics for TIAA-CREF wealth management group and other professional and business groups.

Marty is a member of the Real Property, Trust and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association, and is admitted to practice in New York and California, as well as being a member of the State Bar of Wisconsin. Marty received his law degree from the University of Wisconsin, Madison.

States where Offers CLE Courses On DVDs, Audio CDs, Online & iOS/Android App (Continuing Legal Education):
Alaska CLE | Alabama CLE | Arkansas CLE | Arizona CLE | California MCLE | Colorado CLE | Connecticut CLE | Washington DC CLE | Delaware CLE | Florida CLE | Georgia CLE | Hawaii CLE | Iowa CLE | Idaho CLE | Illinois MCLE | Indiana CLE | Kentucky CLE | Louisiana CLE | Massachusetts CLE | Maryland CLE | Michigan CLE | Missouri CLE | Mississippi CLE | Montana CLE | North Dakota CLE | Nebraska CLE | New Hampshire CLE | New Jersey CLE | New Mexico CLE | Nevada CLE | New York CLE | Ohio CLE | Oklahoma CLE | Oregon CLE | Pennsylvania CLE | Rhode Island CLE | South Dakota CLE | Tennessee CLE | Texas CLE | Utah CLE | Virginia CLE | Virgin Islands CLE | Washington CLE | Wisconsin CLE | West Virginia CLE | Wyoming CLE | Online CLE Courses | Virginia Interactive Webinars | Pennsylvania Live Webinars | Live Webinar CLE Calendar | NY BTG CLE | Teach at the Academy | F.A.Q. | Hardship Policy | Terms And Conditions | Contact Us | iOS/Android App | Account Login | Unlimited CLE | Sitemap | Mobile Site
Copyright © 2000 - 2022 National Academy of Continuing Legal Education. All Rights Reserved.