Top 10 Mistakes To Avoid In Estate Planning

This coming Monday, July 31, attorney Abraham Schwager of Chandler and Brown, Ltd., will deliver an online seminar (a live video webcast) on the top 10 mistakes to avoid in estate planning for the National Business Institute.

As per the program description, Abraham will discuss how to “control chaos and prevent pitfalls” in estate plans.

Among other points, Abraham’s discussion will include:

  • Common mistakes made in the drafting of wills – and their “far-reaching consequences”
  • How not to handle IRA accounts
  • How to avoid getting things wrong on charitable giving

If you are an attorney interested in this seminar (CLE credit available), visit the NBI seminar page to read more.

Minnesota Planned Giving Council Annual Conference

“Philanthropy in Practice”

In addition to the July 31 seminar, Abraham (with senior partner Robert Chandler) will speak at the annual conference of the Minnesota Planned Giving Council a few months from now on Nov. 16.

This will be an advanced session on the topic of accepting gifts of real estate. As per the MPGC site, “This presentation is designed to give charitable organizations a road map for accepting gifts of real estate.”

In addition to a thorough description of the issues facing charities accepting real estate gifts, Robert and Abraham will describe two case studies that illustrate common issues in this area:

  • Lifetime transfer of real estate
  • Transfer of real estate at death

To learn more about this conference and the Minnesota Planned Giving Council, visit its website.

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