- Issue-spot potential estate planning mistakes before they happen. - Dilemmas these issues can create. - Strategies for navigating these issues when they arise.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Identify and anticipate potential estate planning mistakes before they occur to proactively protect client interests.
- Discuss the common dilemmas and complications that arise from these estate planning errors.
- Develop practical strategies and solutions for navigating and resolving estate planning challenges effectively.
Major Topics
- Issue-spot potential estate planning mistakes before they happen.
- Dilemmas these issues can create.
- Strategies for navigating these issues when they arise.
