Trusts, Estates & Probate

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Top Trust Mistakes

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
CPE for Accountants/NASBA Approved 3.5 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online
3 hours
Stephen Diamond
Robert O
With Stephen E. Diamond from Stephen E. Diamond LLC + 1 other

Fri, Jun 19, 00:00 AM – 00:00 PM

Product ID 102059

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Course Includes
$319

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OnDemand content will be available within 7 days of event date.

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Overview

A Rapid-Fire Red-Flag Checklist

Trusts are powerful instruments, yet even a single drafting oversight or funding gap can transform a client’s legacy into a legal and emotional burden. This course provides a checklist-style rundown of the most common errors made during the creation and management of trusts. We move beyond theory to address the practical broken links in trust law: from the "empty vessel" funding problem to the fiduciary blunders that trigger IRS audits. Regardless of your experience level, this session equips you with actionable tactics to spot mistakes and improve planning. Register today!

  • Guard your trust documents against ambiguity and structural flaws.
  • Bridge the gap between drafting and execution: ensure every asset is legally aligned with the trust.
  • Navigate fiduciary duties to prevent tax blunders and self-dealing accusations.
  • Develop a framework for trust communications to prevent disputes before they escalate.

Abbreviated Agenda

  1. Trust Planning, Design, and Drafting Mistakes
  2. Communication and Relationship Problems
  3. Funding and Titling Failures
  4. Fiduciary, Tax, and Compliance Blunders

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Pre-Order the OnDemand

We will notify you when the ondemand recording is available.

Related Topics

Product ID 102059

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Arizona CPE for Accountants Approved 3.5 Total
New York CPE for Accountants Approved 3.5 Total
Washington CPE for Accountants Approved 3.5 Total
Wisconsin CPE for Accountants Approved 3.6 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
CPE for Accountants/NASBA Approved 3.5 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Trust Planning, Design, and Drafting Mistakes

    1. One-Size-Fits-All Drafting or Needless Complexity
    2. Improper Selection of Governing Law
    3. Ambiguous Trust Language
    4. Trustee Designation Mistakes
    5. Disregarding Incapacity and Creditor Protection
    6. Beneficiary Designation Problems

  2. Communication and Relationship Problems

    1. Neglecting Trust Accountings
    2. Ignoring Changing Family Dynamics and Major Life Events
    3. Ignoring Beneficiary Requests for Information
    4. Poor Communication Between Co-Trustees
    5. Ignoring Grantor's Wishes Outside the Trust Document

  3. Funding and Titling Failures

    1. Bank Accounts and Safety Deposit Boxes
    2. Real Estate: Neglected Deeds, Out-of-State Property, and Refinance Reversions
    3. Tangible Property and Digital Assets Gaps
    4. Life Insurance Ownership
    5. Business Interest Errors

  4. Fiduciary, Tax, and Compliance Blunders

    1. Imprudent Investments and Failure to Diversify
    2. Missing and Inadequate Notices
    3. Inadequate Recordkeeping
    4. Commingling Funds
    5. Self-Dealing
    6. Failure to Distribute Income
    7. Missing and Incomplete Tax Filings, No EIN
    8. Improper Handling of Retirement Accounts

Who Should Attend

This course is designed for attorneys. Accountants, fiduciaries, trust officers, financial advisers, executors, and paralegals will also benefit.

Speakers

Stephen E Diamond
Stephen E.
Diamond
Stephen E. Diamond LLC
Robert J O'Regan
Robert J.
O'Regan
Nixon Peabody
Speaker bio
Stephen E Diamond

Stephen E. Diamond

Stephen E. Diamond LLC
Stephen Diamond

is a solo practitioner at Stephen E. Diamond LLC with 40 years of experience. He has relocated to Daytona Beach Florida and continues to provide consulting services to New York attorneys in the areas of estate and elder law planning. Mr. Diamond earned his J.D. degree from Pepperdine University and his LL.M. degree in taxation from the University of Florida Gainesville. He is admitted to practice in New York, Florida, and Massachusetts. Mr. Diamond is a past chairman of and prior legal counsel to the Dutchess County Regional Chamber of Commerce, and Habitat for Humanity of Dutchess County. In 2023 he was awarded the New York State Bar Association Root Stimson Award, given annually to one attorney each year in recognition for outstanding commitment to community service and improvement of the justice system. Mr. Diamond served in the Arlington Fire District for 19 years and his last 5 as Assistant Chief. He has served as a Judge in the Town of Union Vale from 2022- 2025.

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Speaker bio
Robert J O'Regan

Robert J. O'Regan

Nixon Peabody
Robert O'Regan

is a partner at Nixon Peabody where he practices in trusts, wills and estates, and estate tax issues. He is a seasoned litigator who represents clients in commercial, employment, and fiduciary duty matters. Mr. O'Regan also handles complex disputes involving high-net-worth individuals where the valuation and division of business or trust interests are a primary issue. He earned his B.A and M.A. degrees from Tufts University, and his J.D degree from Georgetown University Law Center.

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