NEW PODCAST Estate Planning Pitfalls: Self-prepared Estate Plans

Welcome to our series of podcasts focused on educating development teams across the country with common pitfalls faced in estate planning.  This series of informative podcasts will highlight problems and obstacles your donors face in the estate planning process.  Knowing these pitfalls will help you recognize opportunities to assist your supporters determine their best plan, which could include your organization.
 

CAYCE POWELL, MBA, J.D., FCEP // President, Thompson & Associates
BILL GUSTOFF, J.D., FCEP // President of Legal Division, Thompson & Associates 


SELF-PREPARED ESTATE PLANS
 
In this episode, Cayce and Jason discuss self-prepared estate plans. 
  • What are self-prepared estate plans?
  • Are they common?
  • Are they valid?
  • What are the most common problems seen with self-prepared plans?
  •  

Outright Distributions in an Estate Podcast





back