Common Estate Planning Mistakes and How to Avoid Them (Completed)

Date: Thursday, March 28, 2019
Instructor: Steven G. Siegel
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  2 hours for CPAs
2 hours Federal Tax Related for EAs and OTRPs
2 hours Federal Tax Law for CTEC

This course will address the mistakes that clients typically make – and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mistakes.

Topics Covered

  • Failure to Plan
  • Outdated Planning
  • Mistakes made with life insurance policy and retirement plan beneficiaries
  • Insufficient Consideration to the choice of fiduciaries
  • Not properly understanding how trusts work
  • Cautions about how charitable giving should be designed and presented

Learning Objectives

  • Recognize the complexity of planning issues and why clients need to address them
  • Identify and apply specific suggestions about how to improve retirement plan and life insurance beneficiary designations
  • Describe protective arrangements for client assets
  • Differentiate types of trusts and how they should be considered
  • Recognize how to become an effective advisor for clients and their tax and estate planning needs


Instructional Method
Group: Internet-based

NASBA Field of Study
Taxes (2 hours)

Program Prerequisites

Advance Preparation

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