Avoiding the Avoidable: Preventing Future Disputes in Estate Planning

When:  Apr 16, 2024 from 14:00 to 15:00 (ET)

The April 2024 Tax & Estate Planning Knowledge Circle will be held on Tuesday, April 16th at 2 pm ET.

Knowledge Circle host Mike Rapps will be presenting, "Avoiding the Avoidable: Preventing Future Disputes in Estate Planning."

In this presentation, Mike will delve into key strategies for preempting will contests and identifying critical red flags in estate planning. We'll emphasize how to identify and address common mistakes and  highlight further considerations to be addressed during the planning phase, ensuring a thorough and conflict-free estate transition. 

Michael P. Rapps is the principal attorney and wealth advisor at Rapps & Associates, PLLC, where he focuses on estate and succession planning, wealth transfer, and asset preservation for high-net-worth clients. He also serves as an adjunct professor at NYU’s School of Professional Studies, teaching graduate courses in financial planning, insurance planning, and estate planning. Michael holds industry certifications including Certified Financial Planner (CFP®), Accredited Estate Planner (AEP®), Chartered Advisor in Philanthropy (CAP®), and Certified Exit Planning Advisor (CEPA®)."