Common Estate Planning Mistakes – and How to Avoid Them

November 2 @ 7:00 pm – 10:00 pm
Steven Siegel, JD, LLM
Qualifies as 3 taxation credits.

This seminar will address the mistakes that clients typically make – and that planners sometimes ignore or fail to consider. It will offer solutions and suggestions on the best ways to avoid these mistakes. Mr. Siegel will cover the failure to plan and outdated planning, mistakes and considerations when choosing beneficiaries and fiduciaries, and cautions about trusts and charitable giving. The latest planning considerations in a changing, tax law environment will also be discussed.

Delta Hotels by Marriott Woodbridge
515 US Highway 1 South, Iselin, New Jersey 08830 USA


Out of stock

Speaker Bio:

Steven is president of The Siegel Group, a Morristown, NJ-based national consulting firm specializing in tax consulting, estate planning, and advising family business owners and entrepreneurs. Steven is the author of many books and is a nationally recognized speaker who has lectured on tax, business and estate planning topics. He has also served as an adjunct professor of law at both Seton Hall and Rutgers University law schools.

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