1 CFP CREDIT

Estate planning missteps—often simple, preventable, and easily overlooked—can significantly undermine a client’s financial security and long term intentions. From outdated documents to unfunded trusts and neglected beneficiary designations, these errors frequently surface only when it’s too late to correct them. Advisors play a critical role in identifying these risks early and guiding clients toward proactive, comprehensive planning.
 
This session provides a practical, advisor focused framework for recognizing the most common estate planning mistakes and implementing strategies to prevent them. Through real world examples and actionable guidance, participants will learn how to strengthen client relationships, reduce future conflicts, and ensure that financial and legacy goals are carried out as intended.

Mark Brandenburg has 20 years of experience in estate planning, estate administration, and probate law. He graduated from Emory Law School in 2005 as a member of the Moot Court Team, as the recipient of the Arthur K. Bolton Best Brief award and having earned membership in the Order of Emory Advocates for demonstrating excellence and high honor through the art of advocacy and persuasion.  Mark began his legal career as the law clerk and staff attorney to Judge Jeryl Rosh of the Probate Court of DeKalb County.  Learning from one of the most experienced judges in the Georgia probate court system, he developed an expertise in probate procedure, guardianship, conservatorship, and estate matters.  In 2010, Mark joined a boutique estate planning, business, and tax law firm in Sandy Springs. Four years later, he moved his practice to Midtown Atlanta to join one of the region's premier estate planning and estate administration law firms and made Partner there in 2018. Mark established his own law firm in 2019.

Mark is a member of the Georgia Bar Association's Fiduciary Law Section, the Atlanta Bar Association's Estate Planning and Probate Section, and the exclusive Atlanta Estate Planning Council.  He is admitted to practice in the Supreme Court of Georgia, Superior Courts and Probate Courts of Georgia, and the United States Tax Court.