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Everyday Mistakes In Estate Planning 2020 Edition

This practical guide helps the attorney through common mistakes made when helping clients plan their estates.

This handbook details the kinds of oversights and issues that may be common when sufficient time and attention aren’t applied to the estate planning process. It follows the course of every estate planning engagement and matter pertaining to preengagement of legal services, consultation with the client, analysis of issues, document drafting, implementation of the estate plan after the signing of the basic estate planning documents, and termination of engagement. It includes a sample case management matrix, a sample estate planning questionnaire, and a sample engagement closing letter.

Timothy S. Midura and Tricia Renze Buhrfiend, Huck Bouma PC, Wheaton

Chapter 1 — Introduction

Chapter 2 — The Big Three

Chapter 3 — Paradigms and Conundrums

Chapter 4 — Preengagement

Chapter 5 — Consultation

Chapter 6 — Analysis

Chapter 7 — Documents

Chapter 8 — Implementation

Chapter 9 — Termination

Chapter 10 — Lessons from the Trenches and Practice Maxims

Chapter 11— Conclusion

Chapter 12— Appendix

Handbook
SKU: 20EMIEP-H
$65.00
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E-book
SKU: 20EMIEP-E
$65.00
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This handbook details the kinds of oversights and issues that may be common when sufficient time and attention aren’t applied to the estate planning process. It follows the course of every estate planning engagement and matter pertaining to preengagement of legal services, consultation with the client, analysis of issues, document drafting, implementation of the estate plan after the signing of the basic estate planning documents, and termination of engagement. It includes a sample case management matrix, a sample estate planning questionnaire, and a sample engagement closing letter.

Timothy S. Midura and Tricia Renze Buhrfiend, Huck Bouma PC, Wheaton

Chapter 1 — Introduction

Chapter 2 — The Big Three

Chapter 3 — Paradigms and Conundrums

Chapter 4 — Preengagement

Chapter 5 — Consultation

Chapter 6 — Analysis

Chapter 7 — Documents

Chapter 8 — Implementation

Chapter 9 — Termination

Chapter 10 — Lessons from the Trenches and Practice Maxims

Chapter 11— Conclusion

Chapter 12— Appendix

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