Knowledge Center

Monday, July 31, 2006

Most Common Estate Planning and Asset Protection Mistakes: A Practitioner's Lists

By Kenneth Goldstein

Journal of Taxation of Investments
A CRI Publication
Summer 2006

Losing assets and dying are both unpleasant subjects. However, ignoring potential problems or improper planning can subject a client or his family to unnecessary costs and can result in assets being distributed in a manner the client never intended (and perhaps would actively oppose). Most of the mistakes listed are easily avoided, and the relatively small costs involved will often be minor compared to the losses, and the aggravation, that will follow from making them.

To read more, access the full PDF article HERE.

Kenneth Goldstein is a partner in Horwood Marcus & Berk's Trusts and Estates Group.

Civic Research Institute is an independent publisher of reference and practice materials for professionals in the social sciences and law. CRI's publications provide practical guidance, best practices and cutting-edge thinking, reporting, analysis and commentary, in all formats, including newsletters and journals, supplemented books and monographs, and loose-leaf services. Editors, authors and contributors are leading authorities and practitioners in their fields.


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