Common Estate Planning Errors and How to Prevent Them

Accreditation Wreath Icon AL
All Courses Available iOS/Android Web

All Courses Available iOS/Android Web

About This Course

Far too often, wills are written according to a formula with standard clauses and commonly accepted protections. But drafting cookie cutter wills not only leaves your client’s assets unprotected, they leave you open to a serious malpractice charge. Thorough research and a personalized approach are absolutely critical, as is a complete understanding of the potential errors that may seem inconsequential but could be disastrous.

This CLE course will explain the critical issues you need to know about responsible drafting of wills and will also review the most common errors in drafting such as with regards to gift giving provisions, abatement, conflicts of interest, the integration of testamentary documents, addressing tax issues, asset protection and creditor issues.

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