10 Mistakes New Trusts and Estates Attorneys Make

National Business Institute
Training overview
Professional Course
1.5 hours
From 229 USD

Start dates
229 USD
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Course description

10 Mistakes New Trusts and Estates Attorneys Make

Benefit from years of experience condensed into one rapid-fire session. Whether you're looking to jumpstart your skills or for a refresher and confirmation that you're doing everything right, you'll come away with useful advice.

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Training content

  1. Skipping Over Difficult Client Intake Questions, Assuming Client Capacity
  2. Failure to Set Firm Boundaries With Interested Family Members
  3. Will Drafting Mistakes
  4. Poor Choice of Trust Structure, Unnecessary Use of Trusts
  5. Unanswered POA and Advance Directive Questions
  6. Common Beneficiary Designation Mistakes
  7. Overlooked Property, Tax Implications of Transfer, and Other Administration Issues
  8. Failure to Plan for Incapacity and Long-Term Care
  9. Developing Estate Plans in a Vacuum, Not Collaborating With Other Professionals
  10. Keeping Poor, Disorganized Records

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More than 1.3 million professionals have trusted NBI with their training

With 35+ years of expertise, we understand the needs of professionals seeking continuing education

Our diverse catalog of 4,000+ courses covers topics in all legal disciplines

About NBI

National Business Institute

At NBI, we believe that enhancing professional knowledge through continuing education empowers our customers to better serve their community. With over 35 years of experience, we understand the needs of legal professionals seeking continuing education and we are dedicated to...

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National Business Institute

1218 McCann Dr
54720 Altoona WI

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