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Common Estate Planning Errors and How to Prevent Them

SKU: EST900
Total Credits
1.5 - 2
Price$100
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Description

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.



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