The 10 Biggest Mistakes Estate Planning Attorneys Make – – Running Their Business!

training-for-estate-planning-lawyersBy Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law

Over the past 35 years, I have been blessed with a successful estate planning practice, as well as with the opportunity to help many other attorneys build or improve theirs.

Based on that real-world experience, I have compiled what I believe to be the ten most common mistakes that I’ve seen most estate planning attorneys making that keep them from enjoying more financial success and a better quality of life.

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ABOUT THE AUTHOR

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Attorney Philip J. Kavesh is the principal of one of the largest estate planning firms in California – – Kavesh, Minor and Otis – – which has been in business since 1981. He is also the President of The Ultimate Estate Planner, Inc., which provides a variety of training, marketing and practice-building products and services for estate planning professionals.

If you would like more information or have a question for him, he can be reached at phil@ultimateestateplanner.com or by phone at 1-866-754-6477.


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Comments

  1. Jane L. Murvin

    Great points! I thought I ran my practice as a business, but realize now that I am guilty of more than one of the listed “mistakes”. Thank you for taking the time to share these with us.

    reply
    • Kristina Schneider

      Hi Jane! Glad that you found this article helpful! Check out our 2½ day training program where we cover these in much further detail and can show you how to improve in these areas! :)

  2. Carl

    Good points, Phil. As you’ll note most are dealing with human capital. I’d argue a significant one is missed. Not leveraging the knowledge and relationships of others…. other legal disciplines, CPAs, investment and commercial bankers, wealth advisors….. etc. Top of the game pro’s are a concierge and have the humility to recognize that making other pro’s look good is ground zero to earning for reciprocal business and building value for the client and the client’s family.

    reply
    • Kristina Schneider

      Hi Carl! I totally agree. Networking with fellow estate planning professionals to make the best team of professionals to tackle on a client’s estate, financial and tax planning is the best way to go about running a successful estate planning practice!

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