In February 2019, Dan was privileged enough to contribute a video course for Lawline.com about “Fifteen Common Mistakes, and Simple Suggestions to Avoid Them, for a Future Smooth Probate.”
The video is an overview of the fifteen most common mistakes made when estate planning. He will walk through all the potential obstacles an attorney may face if he or she is familiar with drafting wills, but has not yet experienced many of the nuances associated with probate. Topics to be discussed include revoking past wills, fixing mistakes after a will has been executed, general bequests, naming beneficiaries, survivorship provisions, and more.
To watch the entire video presentation, please click here. Or below are three clips from the presentation.
Importance of Clear and Concise Wills
Putting Non-US Resident Distributees on Notice
Consider Different Choice of Executors