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The Top 10 Mistakes Made With Beneficiary Designations 2019

Product ID: CA2911D
Presented By: State Bar of Wisconsin PINNACLE

Avoid probate pitfalls

It’s true that going through probate court is not always necessary, but avoiding probate entirely can also lead to major blunders. The manner in which a person’s assets are held will determine whether or not each asset will go through probate upon his/her death.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy of Horn & Johnsen, S.C. will present the top ten mistakes lawyers make when helping clients create beneficiary designations and ownership arrangements.

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OnDemand seminar

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Member $89.00

Non-Member $139.00

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1 CLE

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Avoid probate pitfalls

It’s true that going through probate court is not always necessary, but avoiding probate entirely can also lead to major blunders. The manner in which a person’s assets are held will determine whether or not each asset will go through probate upon his/her death.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy of Horn & Johnsen, S.C. will present the top ten mistakes lawyers make when helping clients create beneficiary designations and ownership arrangements.

Read More ↓

John A. Horn is a shareholder and co-founder of Horn & Johnsen, S.C. John has assisted thousands of families in estate planning, with clients ranging from successful mom-and-pop business owners, to multi-millionaires requiring advanced estate planning techniques, to adults and children with special needs. He is a frequent speaker at estate planning workshops throughout southern Wisconsin and appears quarterly as a featured guest lecturer at the University of Wisconsin Medical School.

Dera L. Johnsen-Tracy is a shareholder and co-founder of Horn & Johnsen, S.C., where she focuses her legal practice primarily in the areas of estate planning, real estate, and business law. She has made numerous public and private presentations about estate planning and living trusts, including special issues applicable to realtors, small business owners, farmers, pet owners, young families, LGBT families, and families who have children with special needs.

  • Understand when probate is the best option
  • Know how to navigate creating ownership arrangements and designating beneficiaries
  • Avoid the top ten mistakes made with beneficiary designations
  • Estate planning practitioners
  • Probate attorneys
  • Elder law attorneys
  • Family law attorneys
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