This program, presented by estate planning attorney Daniel Timins, explores additional problems that commonly arise in wills when they are being admitted to probate, and provides simple drafting solutions that can help avoid these pitfalls. Topics to be discussed include post-mortem desires that may cause unforeseen problems, drafting solutions to problematic probate procedures, and how to know when a bequest should be transferred some way other than a will.
Identify clients’ post-mortem desires that may cause unforeseen problems
Create drafting solutions to problematic probate procedures
Recognize when a bequest should at all cost be transferred some way other than a will
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.
Informative; engaging speaker.
Very knowledgeable presenter - thank you!
Presenter was very knowledgeable and engaging.
Very engaging speaker. Made a tough topic easy to listen to.
He really knows his stuff and gave me a couple of good ideas!
Excellent engaging speaker. Well Done. Nice Job!
really good tips
Good follow-up to Part I in greater depth on issues that may arise in probate and when and how to avoid probate.
Presenter was energetic and knowledgeable, highly recommended.
Would like the same course from a California counsel.
Excellent presentation. I missed the first one years ago. So grateful to have discovered this one. I’ll look for you in two years!
Excellent speaker/presenter. Course was very useful.