5 Mistakes I Made as a New Trust And Estates Attorney CLE
5 Mistakes I Made as a New Trust and Estates Attorney and How to Avoid Them

$125.00

Clear

Live Webcast/Rebroadcast – You watch the course online at the specified date and time shown below. You can ask questions and receive answers during the course.

On-Demand – You watch the course anytime and will have access to the course 24/7. Our On-Demand courses are available within 5-10 business days after the original recording and accessible for one year.

Course Description

This program was recorded on July 7, 2020

When it comes to estate planning and administration, even trivial errors can have serious consequences. And while you’re bound to make a few mistakes when building a practice, it’s much better to learn from the mistakes of others than have you or clients pay the price for your own. This guide will show you how to avoid five mistakes new trusts and estates attorneys can make. From will drafting to trusts, taxes and more, pick up valuable practice lessons and reduce your risk of tripping up.

Sarah J. Barnes
Sarah J Barnes is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all manner of trust and estate administration matters in the Wisconsin area and nationally. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court appointed guardian ad litem in guardianship matters. She has taught a number of continuing legal education courses, and has spoken to local and national level organizations on the topic of estate planning. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships includes the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.

Contact Sarah J. Barnes

 

1.5 General Credit

ProLawCLE will seek approval of any CLE program where the registering attorney is primarily licensed with exceptions stated below. Application is made at the time an attorney registers for a course, therefore approval may not be received at the time of broadcasting.

ProLawCLE does not seek approval in the state of Virginia.

Each state has its own governing rules and regulations with regards to CLE courses and formats, therefore please contact your state MCLE regulatory entity for further details about your state’s rules. Please visit our State Requirements page for information regarding your state’s CLE requirements and/or contact information for your state bar.

As stated in our Reciprocity Provision, ProLawCLE will grant credit in the following states through reciprocity, therefore direct application will not be made in these states:

AK, AR, CO, FL, ME, MT, ND, NH, NJ, NY, and PR.

ProLawCLE is dedicated to providing quality education from expert speakers and ensuring each attorney receives CLE credit for their participation. If for some reason a particular course does not receive approval in the attorney’s primary state of licensure, ProLawCLE will give credit for a future approved course or give a full refund, if applicable.

Each On-Demand course is available to you for 1 year from date of purchase. Additionally, CLE credit is only available within that year.

  • Intake/Client Meeting Errors
  • Drafting Errors – How to prepare your documents efficiently and accurately
  • Planning Errors – How to help your clients understand and meet their estate distribution goals
  • Tax Errors – How to handle tax planning when you don’t know how
  • B-1 – when to use it, but not to abuse it
  • From athlete to coach – strategic decisions
  • Drafting employment contracts for these visas – what to look for and what to avoid
  • Ethical issues / implications