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  • Description

    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.

  • Instructor Bio

    Martin Lerner

    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.