CLE on Estate Planning: Top 10 Mistakes to Avoid

The National Business Institute is holding a conference entitled, Estate Planning: Top 10 Mistakes to Avoid, which will take place July 31, 2017, via live video webcast. Provided below is a description of the event:

Program Description

Control Chaos and Prevent Pitfalls in Your Clients’ Estate Plans

This comprehensive estate planning guide will take you through the key aspects of estate planning and expose common mistakes and hidden pitfalls that can trip up even the most experienced attorney. Whether you’re just starting out or are a seasoned estate planning lawyer, this “little shop of estate planning horrors” will help you protect your reputation and your clients’ legacies. Register today!

• Explore the far-reaching consequences of simple will-drafting mistakes.
• Find out how IRAs are NOT to be handled.
• Learn how ineffective charitable giving can cost your clients big, and how to avoid it.
• Zero in on the most egregious mistakes when planning with business entities.
• Prevent SNTs jeopardizing your clients’ benefits.
• Understand how grantor trusts can be rendered useless.

Who Should Attend

This estate planning guide is designed for attorneys. It will also benefit accountants, trust officers, investment advisers, and paralegals.

Course Content

1. Health Care Decisions
2. Costly Will Drafting Mistakes
3. Improperly Structuring and Recording Gifts
4. Tax-Inefficient Charitable Giving
5. Mishandling Pension and IRAs
6. Irrevocable Life Insurance Trust Oversights
7. Qualified Personal Residence Trust Mistakes
8. Business Entities Pitfalls
9. Supplemental Needs Trusts and Their Alternatives
10. Misuse of Grantor Trusts

Continuing Education Credit

Continuing Legal Education

Credit Hrs State
CLE 6.00 –  AK
CLE 6.00 –  AL
CLE 6.00 –  AR
CLE 6.00 –  AZ
CLE 6.00 –  CA
CLE 7.00 –  CO
CLE 6.00 –  CT
CLE 6.00 –  DE
CLE 7.00 –  FL
CLE 6.00 –  GA
CLE 6.00 –  HI
CLE 6.00 –  IA
CLE 6.00 –  ID
CLE 6.00 –  IL
CLE 6.00 –  IN
CLE 7.00 –  KS
CLE 6.00 –  KY
CLE 6.00 –  LA
CLE 6.00 –  ME
CLE 6.00 –  MN
CLE 7.20 –  MO
CLE 6.00 –  MP
CLE 6.00 –  MS
CLE 6.00 –  MT
CLE 6.00 –  NC*
CLE 6.00 –  ND
CLE 6.00 –  NE
CLE 6.00 –  NH
CLE 7.20 –  NJ
CLE 6.00 –  NM
CLE 6.00 –  NV
CLE 7.00 –  NY
CLE 6.00 –  OH
CLE 7.00 –  OK
CLE 6.00 –  OR
CLE 6.00 –  PA
CLE 7.00 –  RI
CLE 6.00 –  SC
CLE 6.00 –  TN
CLE 6.00 –  TX
CLE 6.00 –  UT
CLE 6.00 –  VA
CLE 6.00 –  VT
CLE 6.00 –  WA
CLE 7.00 –  WI
CLE 7.20 –  WV
CLE 6.00 –  WY

Continuing Professional Education for Accountants

Credit Hrs State
CPE for Accountants 7.00 –  AZ
CPE for Accountants 7.00 –  NY*
CPE for Accountants 7.00 –  WA
CPE for Accountants 7.00 –  WI

* denotes specialty credits