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Fifteen Common Mistakes, and Simple Suggestions to Avoid Them, for a Future Smooth Probate
Produced on May 25, 2017
Course Information
Course Description
This program, presented by estate planning attorney Daniel Timins, will provide 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.
Learning Objectives:
- Identify the fifteen most common mistakes when drafting wills
- Develop strategies for avoiding those mistakes
- Review additional probate considerations, such as identifying witnesses to a will at the time of probate
- Discuss best practices for holding clients’ wills in your possession
Credit Information
Faculty
Daniel Timins
The Law Offices of Daniel Timins
Daniel Timins is an Attorney of Law and a Certified Financial Planner. After graduating from Washington University, he worked at Merrill Lynch, American Express Financial Advisors and Alliance Bernstein Investments. Dan received his Juris Doctorate from Pace Law School in White Plains, New York. He also worked as a legal intern at the Law Offices of Eugenia Vecchio and Associates and the Pace Investors’ Rights Project. Dan specializes in Estate Planning, Probate and Medicaid Planning.
Dan helped draft proposed New York legislation for Insurable Interests of Life Insurance Trusts, New York Insurance Law Section 3205, and participated in submitting proposed legislation for the Revocatory Effects of Divorce, EPTL 5-1.4. He has taught continuing legal education classes for the New York State Bar Association, the Westchester County Bar Association, the Brooklyn Bar Association, the Westchester Women’s Bar Association, Pace Law School and Fordham Law School, and has been a contributing author to several books, national periodical, editorials, and educational programs.
Dan was named as a New York Super Lawyer Rising Star for 2015, 2016 and 2017, and was a recipient of the “40 Under 40 Rising Stars Award” by the Business Council of Westchester in 2009. He continues to provide pro bono services courtesy of the National Multiple Sclerosis Society and the American Cancer Society, and was the creator of the Wills Drafting Project for victims of domestic violence receiving help from New York City’s Family Justice Center in conjunction with the Financial Planning Association of New York City.
Dan is a former Board Member of the Westchester County Bar Association, a former member of the Trusts, Estates and Surrogate’s Court Section of the New York City Bar Association, and a former member of Trusts and Estates and Elder Law sections for numerous bar associations.
Mr. Timins is licensed to practice law in the state of New York.
Reviews
REally excellent.
Really excellent and practical. Presenter was clear and interesting.
Very interesting to listen to and very engaging speaker.
This guy is great.
Need a good session hands on testamentary trust for grand children to be used for education How to select back up trustees and execs when don’t have that many to choose from Live in NY can my exec and Trustee live out of state?
Excellnt substantively and presentation
excellent presentation
outstanding job! one of your very best presenters
Enjoyable to listen to.
Very Entertaining! Thank you!
Well done.
Great program speaker
This is one of the better Lawline classes. Instructor is outstanding.
Superb program. Substantive, unique, with a dynamic, engaging speaker!
Thank you.
Excellent!
You should pay this guy triple whatever you're paying him. I've written tons of wills, and he taught quite a lot. Best CLE presenter I've seen in years.
Practical stuff, good speaker! Some of the information confirmed that what I have been doing has been worth doing.
Presenter was excellent. Conversed easily and knowledgeably about the subject matter.
Outstanding presentation!
Excellent course.
Thanks,
Great lecture. Great presentation.
Extremely well presented.
This was an excellent and interesting course delivered in an excellent and extremely interesting and informative way!!!!
Excellent program.
Instructor was great - easy to understand and entertaining
Excellent presenter
Highly recommended - very clear.
Great course - helpful and enjoyable!
great!
Great course instructor!
The materials were educational and informative, and the presenter was lively and engaging. I would recommend any classes offered by Mr. Daniel Timins.
what a great teacher
AWESOME PRESENTATION - really enjoyed it!!!!!
Very informative. Engaging speaker.
Fantastic presenter
Excellent
Good instructor
Outstanding presentation!
Excellent speaker
Excellent program, very dynamic speaker, made the material interesting and laid it out in a very clear way.
Loved this presenter's style - very easy to listen to and follow his points.
Excellent presentation.
One of the very best presenters I have seen on Lawline, and especially on WIlls & Trusts topics. He was lively, clear, and had lots or practical advice & tips that I can easily implement when I start doing this work.
This is one of the best Lawline presenters I have heard.
The best cle I have seen on Lawline!
This was among the best CLEs I have ever attended on any subject! Many thanks to Daniel Timmins!
This CLE was among the best taken so far. This attorney should be used for other CLE presentations.
Great job!
Great presenter
Best presentation I've seen
Outstanding presentation.
Good practical advice
Clear and concise presentation of useful guidance.
Wow! Now that's how to teach CLE. Concise advice that will translate directly to best management practices.
Very good!
A most informative introduction to problems that you may face in probate. Mr. Timmins is an excellent and engaging speaker.
great class
Great presentation and very practical to my practice.
good faculty
Excellent and engaging presenter with great, practical tips, especially if you don't specialize in the area!
good hypos
Excellent Information.
This is likely the best Lawline presentation I have viewed. I have been licensed over 20 years with this EP being my focus and this presentation verified info I know while reinforcing things I am improving. Also, provided, without the strong NYC bias of a lot of Lawline presentations, some resons to be grateful I practice in Texas and not New York. Nicely done
Excellent!
Very helpful; enjoyed format.
A fantastic, outstanding presentation. Superbly presented. Please have him do other course presentations.
Outstanding program. Speaker was very engaging & knowledgeable.
Very good and entertaining speaker
Best presenter ever.
Out of many dozens of on-line CLE hours, by far the most effective, condensed, well-presented, coherent, helpful and engaging courses ever. Presenter was fantastic: knowledgable/experienced/serious, yet very engaging/witty. Thank you, thank you. I only hope he offers other courses, or will.
And very entertaining as well with his side comments. A very enjoyable as well as an excellent informative presentation.
good speaker, learned a lot
Very informative and great speaker!!!!
Good Program
Well done
Thank you - great suggestions
Great presentation!
Dan is an outstanding instructor! So knowledgeable and clear
Excellent.
One of the best courses I've had on Lawline.
Great dynamic presenter!
Excellent speaker!!
He's excellent- so much to say, wish I could listen as fast as he can convey the material.
Great Powerpoint. Covered a lot concisely. Highly recommend.
extraordinary presentation, just like his other course.
This program was well done. Very informative. I'd give this six stars if I could.
Very good and practical advise.
Food for thought !
Best speaker on wills & trusts.
Excellent presentation.
very well done
A real course with really useful information. Not a teaser. Thank you!
The materials were well organized and well presented.
Excellent presentation. A great deal of practical and useful information supplied by Mr. Timins
Great presentation
Very helpful - excellent slides
This was superb.
I highly recommend this program to any attorney or paralegal who does estate planning. The tips in this program will save a lot of time and energy.
Well done.
a good practical course by experienced presenter
good content and excellent presentation
Nice lecturer
This course was very helpful and well presented.
Excellent
Excellent course - the practical suggestions are very helpful.
speaker was energetic and gave practical advice!
This speaker was very engaging!
Excellent
he is the best! personable and extremely knowledgeable- a pleasure to listen to and great advice. thank you!
Very informative course
I loved this speaker!
This really was top-notch, highly recommend for anyone drafting wills.
Well, that was loaded with good information. The lecturer has a firm grasp on his subject.
Excellent!
This was a great overview. The speaker covered a lot of important points.
This was an excellent program. The speaker was very engaging in presenting a very dry subject. Thank you.
Very thorough presentation
Great
This was one of my favorite Lawline courses so far. I like the practical advice.
Very informative.