Description
What do you do when you or your client notice an error in their estate planning documents? Whether an accountant, prior counsel, or you made the error, what options do you have to correct matters and ensure your client's intentions are achieved? What steps can you take to avoid making mistakes or anticipate future problems before they happen? Join our expert faculty to explore these tricky issues, and gather the insights you need to navigate the challenges.

PROGRAM CHAIRS

Benjamin Arkin, Arkin Estate Law
Ambie Edgar-Chana, Edgar Chana Law

TABLE OF CONTENTS

Preventing Mistakes and Drafting for Flexibility: Best Practices for Before, During and After Drafting
Maureen Berry, Goodmans LLP

Preventing Mistakes and Drafting for Flexibility - PowerPoint Presentation
Maureen Berry, Goodmans LLP

Fixing Errors: Workarounds and Other Self-Help Remedies
Jordan Diacur, ESB Lawyers

Utilizing the Equitable Remedy of Rectification
Arieh Bloom, WEL Partners
Kate Stephens, WEL Partners

Preventing, Correcting and Navigating Errors in Estate and Trust Documents - PowerPoint Presentation
Debra L. Stephens, WEL Partners

What You Need to Know about Varying a Trust
Angela Casey, Casey & Moss LLP

Four Ways to Screw Up a Variation Application - Presentation
Angela Casey, Casey & Moss LLP

Lawyer's Negligence in Estate Planning
Felice Kirsh, Schnurr Kirsh Oelbaum Tator LLP
Mitchell J. Rattner, Schnurr Kirsh Oelbaum Tator LLP

A Primer on Accountant Liability in Estate Planning
Brian Radnoff, Lerners LLP