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Estate Planning: Addressing And Fixing Mistakes - 1.5 Nevada General Credits

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No, incomplete, or outdated plans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
Portability
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

FORMS: For fully-editable immediately downloadable forms in many practice areas, please go towww.NLFforms.com

BOOKS FOR LAWYERS: Over 125 useful books on important legal issues facing attorneys are now available for immediate download at www.NLFforms.com.(Reading books without also listening to or viewing a recorded seminar earns NO CLE credits.)

If you need credits in multiple states you MUST click here before placing your order for important information.

Price: $42.50
: (required)
Course approved for these credits (and Expiration Dates When Applicable):
If you need credits in multiple states you MUST click here
before placing your order for important information.

AZ — 1.5 General Credits
CA — 1.5 General Credits
CO – Not preapproved
CT — 1.5 General Credits
DE – Not preapproved
FL – Not preapproved
GA – 1.5 General Credits, Expires 2024-12-31
IN – 1.5 General Credits, Expires 2025-06-30
KY – Not preapproved
NV – 1.5 General Credits, Course ID # P_20240701_50508_4, Expires 2027-12-31
NJ — 1.8 General Credits
NM — 1.5 General Credits
NY – Ineligible for NY CLE Credit
NC – Not preapproved
OH – 1.5 General Credits, Expires 2024-12-31
PA — 1.5 General Credits
TN – 1.50 General Credits, Expires 2025-05-31
TX – Not preapproved
VT – 1.5 General Credits, Expires 2026-05-19
VA – 1.5 General Credits, Expires 2024-10-31
WA – 1.5 Law & Legal Procedure Credits – Activity ID # 2022793
WV — 1.8 General Credits
When Self-Applying For Credit In Other States - See The Written Materials for The Timed Agenda and Speaker Bio.
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Live Support & FAQs


Live support is available Monday-Friday, 9-4 Eastern Time. Our FAQs may address your question.
Call (302) 656-4757
 
 

Offline Study Alternative


Many states also permit CLE credits to be earned by study of email delivery, audio CD, and flash drive courses. For these offline study options and to Share and Save go to www.NLFcle.com.
 
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