Protect client assets and family harmony. Uncover the common errors and oversights in estate planning that lead to costly disputes and failed legacies.
Estate planning is not a one-time event but an ongoing process that extends beyond the initial signing of documents. This course emphasizes the importance of continuous planning and addresses the risks and consequences of neglecting essential tasks.
Participants will learn how to align assets with estate planning documents, address specific considerations for family businesses and vacation homes, manage digital assets and emotional items, and select and train reliable helpers. The course also explores the limitations of no contest clauses and the risks of outdated planning documents.
By embracing a collaborative and proactive approach, participants will gain the knowledge and tools to create comprehensive and adaptable estate plans that protect their legacies and promote family harmony.
Key Topics Covered:
Founding Member | Boston Legacy Planning LLC
Bill Coyne is the founding member of Boston Legacy Planning LLC. He has been in the private practice of law for over 30 years. Initially, he engaged in a general law practice with an emphasis on litigation, especially business litigation. In 1997, Bill took the requisite training and became a qualified mediator under G.L. c. 233 § 23C. Two years later, he published articles in two national law journals on a particular technique for achieving early resolution of disputes. Since 1999, the focus of Bill’s practice has been estate planning, legacy planning, business transition planning, and asset protection planning, as well as the avoidance and resolution of disputes involving trusts, estates, business owners and fiduciaries. Bill has received a Peer Review rating of AV Preeminent from Martindale Hubbell. Bill developed and uses the LIFT™ Model for business exit planning to help business owners develop, implement and maintain a successful plan for their business. He works with owners to create a Business Wealth Realization Report™ that integrates the future value and cash flow of the business into their overall estate plan. Bill regularly teaches on estate planning, business transition planning, and related topics. Bill grew up in Pittsburgh, Pennsylvania, as the oldest of 10 children. He graduated from the University of Pittsburgh in 1970, and from Boston College Law School in 1980. He is married, with two adult children.
Podcast Host | LearnFormula
Nicole Pettes is a highly experienced podcast host known for her engaging interview style and ability to draw out the best in her guests. She has hosted a diverse range of podcasts and video interviews that explore a wide variety of topics. Currently, Nicole is a Video Podcast Host with Learn Formula, where she contributes to their professional education series. She also hosts the Anxious & Ambitious podcast, which explores personal growth and mental health, and co-hosts the Podcast Guesting For Profit, which helps entrepreneurs and podcasters succeed as podcast guests.
