Preventing Malpractice in Estate Planning

Do you ever wonder if you are serving your clients as best you can? Do clients get a call back within 24 hours of calling your office? Have you ever been blamed for the failure of your client’s estate plans? Have you ever missed a deadline for a filing?

How to avoid dangerous mistakes in your practice; how to keep clients at the forefront; how to protect yourself from malpractice cases; what limits should you have on your malpractice insurance.

Any attorney, solo or otherwise, with any level of experience practicing estate planning should attend this program.

Learning Objectives:

• Understand the most common malpractice issues in an estate planning practice
• Explore the hidden areas of malpractice
• Learn best practices to avoid malpractice in estate planning practice
• Investigate available drafting and research tools for all levels of estate planning practice
• Explore staffing options to assist in avoiding malpractice
• Discover stories of malpractice that could have been avoided