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Estate Planning: Addressing And Fixing Mistakes
Estate Planning: Addressing And Fixing Mistakes


Audio CDs and Course Book

In this May 20, 2024 1.5 hour (90 minute) program, Steven G. Siegel, JD, LLM gives a practical explanation of the numerous mistakes which occur in clients' estate planning. Importantly, he also provides useful suggestions of how to fix them.

Mr. Siegel is president of The Siegel Group, a Morristown, NJ-based nationally-recognized firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. He holds a BS from Georgetown University, a JD from Harvard Law School, and an LLM in Taxation from New York University. Mr. Siegel is also the popular drafter and contributor of many of the fully-editable forms available to attorneys on NLFforms.com.

Major topics include:
No, incomplete, or outdated plans
Planning may vary depending upon wealth
Tangibles and collectibles
Mistakes regarding:
- life insurance
- retirement plan designations
- real estate
- fiduciary selection
- divorces and pre-marital agreements
- business ownership
- more
Failure to:
- address generation-skipping tax issues
- understand charitable contribution rules
- recognize or use grantor trusts
- minimize estate and trust income taxes
Price: $79.00