On Demand Audio

Fifteen (More) Mistakes in Wills Drafting & Simple Solutions for a Future Smooth Probate – Part Two

(145 reviews)

Produced on December 04, 2020

Taught by
$ 89 Legal Research & Writing and Wills, Trusts, & Estates In Stock
Get started now

$299 / year - Access to this Course and 1,500+ Lawline courses

or

Course Information

Time 1h
Difficulty Intermediate

Course Description

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.



Learning Objectives:

  1. Identify clients’ post-mortem desires that may cause unforeseen problems

  2. Create drafting solutions to problematic probate procedures

  3. Recognize when a bequest should at all cost be transferred some way other than a will


Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .

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

LK
Lisa K.

Informative; engaging speaker.

MK
MICHAEL K.

Very knowledgeable presenter - thank you!

RL
Robert L.

Dan's terrific

WD
William D.

Excellent lecturer

MB
Mary W B.

Presenter was very knowledgeable and engaging.

RG
ron g.

Great presentation!

EB
Emily B.

Very engaging speaker. Made a tough topic easy to listen to.

MF
Marie F.

He really knows his stuff and gave me a couple of good ideas!

EF
Edmund A. F.

Excellent engaging speaker. Well Done. Nice Job!

EB
Earl B.

really good tips

DO
David O.

Very practical

MO
Mary Jane D. O.

Good follow-up to Part I in greater depth on issues that may arise in probate and when and how to avoid probate.

JC
John C.

Presenter was energetic and knowledgeable, highly recommended.

MS
Marc S.

Would like the same course from a California counsel.

SW
Sheafe W.

Excellent presentation. I missed the first one years ago. So grateful to have discovered this one. I’ll look for you in two years!

DO
Diana O.

Excellent presentation

AN
Anh N.

Excellent speaker/presenter. Course was very useful.

Load More