Preventing Malpractice in Estate Planning
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About
This Course
Do you ever wonder if you are serving your clients as best you can? Do clients get a call back within 24 hours of calling your office? Have you ever been blamed for the failure of your client’s estate plans? Have you ever missed a deadline for a filing?
How to avoid dangerous mistakes in your practice; How to keep clients at the forefront; How to protect yourself from malpractice cases; What limits should you have on your malpractice insurance.
Any attorney solo or otherwise with any level of experience practicing estate planning should attend this program.
Learning Objectives:
- Understand the most common malpractice issues in an estate planning practice
- Explore the hidden areas of malpractice
- Learn best practices to avoid malpractice in estate planning practice
- Investigate available drafting and research tools for all levels of estate planning practice
- Explore staffing options to assist in avoiding malpractice
- Discover stories of malpractice that could have been avoided
About the Presenters
Nina Stillman, Esq.
Handler Law, LLP
Practice Area: Wills, Trusts, & Estates (+ 2 other areas)
Nina B. Stillman is a veteran business and estate planning attorney, serving as senior counsel in the Advanced Planning & Family Office Practice Group at Handler Law.Ms. Stillman has over 30 years’ experience, focusing on the areas of domestic and international estate planning, family offices, charitable giving, wealth transfer, income and estate tax planning, asset protection and reorganization, entity governance and management, business succession planning, estate administration and litigation.She received a law degree from William Mitchell College of Law and a B.A. in Political Science from the University of Wisconsin. She received her Master of Laws in Taxation degree (LL.M.) ...
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