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Everyday Mistakes In Estate Planning 2020 Edition

Practical guide to everyday mistakes in estate planning.
  • Product ID: 20EMIEP-U
  • Formats:
    • Handbook
    • E-book

Description

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

Materials

Available only for members that have purchased this product.

  • Click to Download ZIP File Containing E-book Formats
    Everyday Mistakes In Estate Planning 2020 Edition E-book
Handbook
SKU: 20EMIEP-H
$65.00

E-book
SKU: 20EMIEP-E
$65.00

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