Top 10 Mistakes in Estate Planning Practices
Top 10 Mistakes in Estate Planning Practices



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 19, 2018

In this CLE, Frank Selden, a specialist in estate planning and asset protection, will help you attract more clients, make more money, and avoid mistakes that could cost you both. This is not a discussion of ensure you spell names correctly, but rather a focus on the broader perspective of how to maintain an estate planning practice that creates satisfied clients by accomplishing their goals 100% on target, 100% of the time. Top ten mistakes discussed include: Substituting attorney brilliance for client objectives, only avoiding estate taxes, pushing legal products not spending time listening to their stories. If you want an estate planning practice that inspires you to get up in the morning and provides the income you want from a legal practice, then listen to this CLE.

Attorney Frank SeldenFrank Selden
Frank Selden is an Estate Planning & Asset Protection Specialist. Most of his clients are a lot like him: entrepreneurial, in charge of their businesses and futures, dynamic, give a high priority to values such as integrity and hard work. They want focused attention when they need it but otherwise just like to say “Hi” now and then. Frank’s goal is to create the premier estate planning and asset protection legal practice on the Eastside of Washington State. To achieve that, their legal products must adhere to three key criteria for every client: be fully understood by the client, accomplish the client’s goals, and work for other professionals to help my clients when they need it.

Contact Frank Selden

2 General Credits

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

  1. Substituting attorney knowledge for client objectives
  2. Ignoring their stories
  3. Ignoring their other professionals
  4. Not Communicating
  5. Wrong Tools
  6. Wrong Results
  7. Ignoring Non-Probate Asset Rules
  8. Ignoring Estate and other taxes
  9. Leaving the estate empty
  10. Dismissing the changing landscape