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Top Ten Mistakes Made with Beneficiary Designations 2023

Product ID: CA3564D
Presented By: State Bar of Wisconsin PINNACLE

Avoid estate planning pitfalls

A good estate plan always considers the titles and beneficiaries for all the assets included in the estate. And a good estate planner strives to honor their clients’ wishes without making common blunders in these considerations that can lead to additional tax consequences, family disputes, and other unpleasant outcomes.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy will present the Top Ten Mistakes Made with Beneficiary Designations.

You’ll learn what happens when:

  • Clients fail to designate or update beneficiaries
  • No one is named as a direct beneficiary
  • There are multiple beneficiaries
  • Minors, adults with special needs, or financially irresponsible individuals are named as beneficiaries
Read More ↓

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OnDemand seminar

Pricing

Member $99.00

Non-Member $149.00

Credits

1 CLE

Upon purchase, this OnDemand program is available to view for 90 days.

Credits are available only if viewed prior to 12/31/2024.

Quantity:
Maximum quantity must be less than or equal to 1.

Avoid estate planning pitfalls

A good estate plan always considers the titles and beneficiaries for all the assets included in the estate. And a good estate planner strives to honor their clients’ wishes without making common blunders in these considerations that can lead to additional tax consequences, family disputes, and other unpleasant outcomes.

After years of witnessing the disastrous consequences of poor estate planning, John Horn and Dera Johnsen-Tracy will present the Top Ten Mistakes Made with Beneficiary Designations.

You’ll learn what happens when:

  • Clients fail to designate or update beneficiaries
  • No one is named as a direct beneficiary
  • There are multiple beneficiaries
  • Minors, adults with special needs, or financially irresponsible individuals are named as beneficiaries
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.

  • Learn how to title an asset to avoid probate
  • Recognize and avoid common beneficiary designation disasters
  • Identify situations when probate might be the best option
  • Estate planning practitioners
  • Probate attorneys
  • Elder law attorneys
  • Family law attorneys
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