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

Date: Thursday, February 2, 2023
Instructor: Steven G. Siegel
Begin Time:  11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm 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.

Who Should Attend

Topics Covered

  • Failure to Plan
  • Outdated Planning
  • Has Portability Been Addressed?
  • Handling Collectibles and Tangible Assets
  • Is there Awareness of Generation-Skipping Issues?
  • 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

 Chat — Books Support