Common Mistakes Seniors Make When Leaving an Inheritance

Wednesday, August 19
1:00-2:00 p.m. ET
Brian F. Albee, J.D.
Jonathan A. Mintz, JD, TEP

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2020/08/19 1:00 PM EDT

What You’ll Learn in This Webinar

You may have heard these statements from clients: “My kids will be responsible with the money they receive.” “I need to treat everyone equally.” “I don’t want anything complicated.”

Clients will often try to take the easy route with their planning, perhaps because they believe it is the cheapest route. Or, they may believe their kids won’t squander the money.  Unfortunately, the wrong provisions can end up costing the family thousands or more and can negatively impact family relationships.

Join ElderCounsel’s Brian Albee and special guest Jonathan Mintz for an in-depth look at some of the common mistakes made by seniors (and their attorneys) when drafting provisions for a child’s inheritance, and how to guide clients to better decisions. 

Can't make it to the live webinar? Register and we will automatically send you the recording.

About the Presenters

Brian F. Albee, J.D.
Director of Law and Technology

Brian joined ElderCounsel in February of 2008 and serves as Director of Law and Technology.  Prior to joining ElderCounsel, Brian was the Director of Technology for WealthCounsel, ElderCounsel’s sister company.  Brian practiced estate planning law in California for several years before joining WealthCounsel.  He has a keen interest in HotDocs development and helping members make the most of the software.

Brian’s primary role with ElderCounsel is the creation and maintenance of ElderDocx®, ElderCounsel’s elder law document drafting system, as well as website and other technology management for ElderCounsel.

Brian attended Golden Gate University School of Law in San Francisco, California, where he served as a Law Review associate editor. Brian currently resides in Wisconsin.

Jonathan A. Mintz, JD, TEP
Co-Founder, Evergreen Legacy Planning LLP

Jonathan A. Mintz splits his time between Evergreen, Colorado and Southern California, and focuses on the areas of estate planning, long-term trust design & implementation, asset protection – both domestic and international – and strategic international tax planning. Jonathan has an extensive clientele of non-U.S. individuals, professional athletes, and other individuals and families with extensive international interests. He is a frequent author and national speaker, Adjunct Faculty at the Chapman University Fowler School of Law, and Past Chair of STEP-Orange County.

He is a member of the California Bar Association, the Society of Trust & Estate Practitioners, WealthCounsel, and ElderCounsel.

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