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Common Mistakes and Oversights in Estate Planning

R. Lance Pruitt
R. Lance Pruitt |

Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law.

On-Demand: March 31, 2023

$195.00 2 hour CLE

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Program Summary

The intent of the webinar is to discuss and delve into common mistakes and omissions that occur in the estate planning process. This webinar is neither an analysis of legal drafting nor a discussion of suggested language to use in estate documents. Rather, this webinar focuses on “post-signing” mistakes and omissions that often plague estate plans, resulting in the estate plan not being maximized, or worse yet, having results that are counter to the goals of the client, leaving heirs potentially disappointed and/or angry. Often, these mistakes occur through lack of communication among the parties (attorney, client, financial advisor, insurance agent, etc.), or due to false assumptions as to which parties will handle which steps.

Key topics to be discussed:

  • Beneficiary Form preparation
  • Retitling client assets
  • Funding the Revocable Living Trust
  • Start-up and annual administrative steps for Irrevocable Life Insurance Trusts

Date: April 28, 2023

Closed-captioning available

Speakers

R.-Lance-Pruitt_myLawCLER. Lance Pruitt

Prior to his current employment, Mr. R. Lance Pruitt practiced law for several years, concentrating his practice in the areas of estate and tax planning, tax litigation, estate administration, and corporate law. Mr. Pruitt earned his B.S. degree from the University of Tennessee at Knoxville, his J.D. degree from Southern Illinois University School of Law, and his LL.M. degree in taxation from the University of Missouri-Kansas City School of Law. Mr. Pruitt was also an adjunct professor for several years at Tusculum College (Knoxville campus) where he taught Business Law.

Agenda

I. Beneficiary Form preparation | 2:00pm – 2:30pm

II. Retitling client assets | 2:30pm – 3:00pm

Break | 3:00pm – 3:10pm

III. Funding the Revocable Living Trust | 3:10pm – 3:40pm

IV. Start-up and annual administrative steps for Irrevocable Life Insurance Trusts | 3:40pm –4:10pm

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