A Plan Is Only As Good As Its Execution: Estate Planning for Administration

They say that still waters run deep. To many lawyers, estate planning, on the surface, can seem like simple, seamless, and straightforward legal work. However, when a client dies and that estate needs to be administered, deep problems with that estate plan can arise. This course is designed to help you navigate these issues when handling estate administrations, as well as draft better estate plans that work well, practically speaking, in the unfortunate situation of a client's death. Attorney Leah Del Percio discusses four rules of thumb for estate planning with administration in mind, and 15 different poor planning choices that create issues in an estate administration. She explains how to handle these issues during an estate administration.

Learning Objectives:

1. Identify and issue-spot potential estate planning mistakes before they happen 

2. Discuss dilemmas these issues can create

3. Develop strategies for navigating these issues when estate planning issues they arise