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

Date: Tuesday, March 17, 2020
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
2 hours Estate Planning for CFP

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  • Outdated Planning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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