business planning

Estate Planning Cautionary Tales and Unintended Consequences

This week on The Legal Concierge Podcast, Warner explores what can go wrong as a result of our estate planning efforts. Will your estate plan really work, or will it backfire?

Learn from the cautionary tales and unintended consequences that can easily arise even from your best efforts to plan your estate.

If you are interested in jumping to a specific segment, click on the timestamp below for the segment.

  • 2:42 – Estate Planning Cautionary Tales and Unintended Consequences
  • 3:31 – What can possibly go wrong?
  • 4:00 – It Starts with People
  • 10:06 – When Things Go Wrong
  • 10:16 – Trustees
  • 16:14 – Two Estates
  • 19:16 – Funding your Trust
  • 25:48 – Trust Distributions
  • 32:47 – Medical Issues
  • 38:16 – Contests
  • 42:05 – Protecting your Assets
  • 47:29 – LLCs and asset protection
  • 49:52 – Multipli owned LLCs
  • 54:24 – Final Thoughts

In this video podcast you can find answers to the following questions and more:

  • 7:31 – What is the role of an executor in estate planning?
  • 17:42 – Can a Trustee remove a beneficiary from a trust?
  • 30:17 – What are the benefits of a skip trust?
  • 31:21 – How long does a trustee have to distribute assets?
  • 46:15 – How long you have to contest a will?
  • 55:48 – What documents are needed for estate planning?



Schedule your FREE Asset Protection Consultation: 877-438-7878, or schedule an appointment at:

The information provided in this podcast is for educational purposes only and is not a substitute for legal, financial, or medical advice of any kind. Warner Lewis is a trusted, reliable resource to help you find the answers you need when you’re not sure who to turn to if you have a legal question or need a lawyer.

Call Toll-Free: 877-438-7878, or schedule an appointment at:

Watch for our next Legal Concierge live podcast next week. You can call or write in with your legal questions. We’ll explore your potential options and introduce you to the most qualified attorney for your matter, if appropriate. Learn more on our website

Life Planning, Inc. and its Principal are Arizona Certified Legal Document Preparers (AZCLDP #81386 and #80180) authorized by the Arizona Supreme Court to give consumers general legal information and legal document preparation services. LPI is not a law firm, its representatives are not lawyers, and it does not give legal advice of any kind. All client information is treated as confidential, but not privileged information.

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