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Everyday Mistakes in Estate Planning

This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Originally presented as part of the Estate Planning Boot Camp.
Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
SKU: P1801-24R-05
$50.00 or 0.75 credits
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Expiration Date-12/01/2026

This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Tricia R. Buhrfiend, Clingen Callow & McLean, LLC, Lisle

Expiration Date-12/01/2026

This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Tricia R. Buhrfiend, Clingen Callow & McLean, LLC, Lisle

Products specifications
CategoryEstate Planning & Probate
Program Date12/03/2024
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