Estate Planning: Addressing And Fixing Mistakes - 1.5 New Mexico 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No, incomplete, or outdated plans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.)