Common Estate Planning Errors and How to Prevent Them


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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...

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