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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.
1.5 General Credit
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- 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