Fifteen Common Mistakes, and Simple Suggestions to Avoid Them, for a Future Smooth Probate

(457 Ratings)

Produced on: May 25, 2017

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 90 minutes
Difficulty Beginner

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:

  1. Identify the fifteen most common mistakes when drafting wills
  2. Develop strategies for avoiding those mistakes
  3. Review additional probate considerations, such as identifying witnesses to a will at the time of probate
  4. Discuss best practices for holding clients’ wills in your possession

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

JH
Jennifer H.

good speaker, learned a lot

DG
Denise G.

Very informative and great speaker!!!!

SC
Sanjay C.

Good Program

JM
John M.

Well done

LK
Linda K.

Thank you - great suggestions

TL
Thomas L.

Great presentation!

CR
Cari R.

Dan is an outstanding instructor! So knowledgeable and clear

DD
Daniel D.

Excellent.

SS
Steven S.

One of the best courses I've had on Lawline.

SY
Steven Y.

Great dynamic presenter!

FF
Frank F.

Excellent speaker!!

JT
Jen T.

He's excellent- so much to say, wish I could listen as fast as he can convey the material.

AP
Andrea P.

Great Powerpoint. Covered a lot concisely. Highly recommend.

EC
Edward C.

extraordinary presentation, just like his other course.

EJ
Edward J.

This program was well done. Very informative. I'd give this six stars if I could.

RM
Russell M.

Very good and practical advise.

MP
Marcus P.

Food for thought !

MB
Makedonka B.

Best speaker on wills & trusts.

TS
Tom S.

Excellent presentation.

EM
Edgar M.

very well done

NO
Norma O.

A real course with really useful information. Not a teaser. Thank you!

JH
James H.

The materials were well organized and well presented.

CT
Charles T.

Excellent presentation. A great deal of practical and useful information supplied by Mr. Timins

SL
Steven L.

Great presentation

RE
Robert E.

Very helpful - excellent slides

MO
Mary Kathleen O.

This was superb.

KO
Karl O.

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.

TS
Timothy S.

Well done.

LW
Linus W.

a good practical course by experienced presenter

TB
Thomas B.

good content and excellent presentation

MS
Maxim S.

Nice lecturer

SM
Shelley M.

This course was very helpful and well presented.

BM
Brenna M.

Excellent

AD
Andrew D.

Excellent course - the practical suggestions are very helpful.

CB
Courtney B.

speaker was energetic and gave practical advice!

SG
Sonia G.

This speaker was very engaging!

DL
Douglas L.

Excellent

JW
Jayne W.

he is the best! personable and extremely knowledgeable- a pleasure to listen to and great advice. thank you!

MW
Michael W.

Very informative course

VB
Vanessa B.

I loved this speaker!

SG
Susan G.

This really was top-notch, highly recommend for anyone drafting wills.

MB
Melea B.

Well, that was loaded with good information. The lecturer has a firm grasp on his subject.

MB
Morgen B.

Excellent!

LW
Lori W.

This was a great overview. The speaker covered a lot of important points.

BS
Babette S.

This was an excellent program. The speaker was very engaging in presenting a very dry subject. Thank you.

MP
Michael P.

Very thorough presentation

JF
Jeanine F.

Great

PR
Patricia R.

This was one of my favorite Lawline courses so far. I like the practical advice.

DP
Deborah P.

Very informative.

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$ 89 Wills, Trusts, & Estates In Stock

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