Contesting a Will or Lifetime Transfer
The foundational law, and procedural and evidentiary issues you need to know to navigate the world of disappointed heirs, aggrieved family members, and deep-seated sibling rivalry
- Product Number: 2210284RB1
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CLE Credits, earn up to:
1 substantive credits, 0 ethics credits CLE Credit Note -
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Product Description
Product Description
THE 60-MINUTE LAWYERCharles Dickens wrote in Bleak House that "whole families have inherited legendary hatreds" arising from Jarndyce v. Jarndyce, a will contest that spanned generations and led many to ruin. Welcome to the world of disappointed heirs, aggrieved family members, and deep-seated sibling rivalry. Whether it be an elder's undisclosed conveyance, or unexpected changes to an estate plan, the practitioner bringing or defending against these actions has many challenges to confront. This fast-paced program reviews the foundational law governing these claims, as well as procedural and evidentiary issues that may be encountered. Bring your questions to customize the dialogue.
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Agenda
Agenda & Materials
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9:30 - 9:57 am
Grounds for Challenging a Lifetime Transfer or a Will; Proving Undue Influence and Lack of Capacity
on demand video Add to CartMolly Cochran, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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9:57 - 10:05 am
Contesting a Will or Lifetime Transfer: Burden of Proof, Where to Bring the Action
on demand video Add to CartMolly Cochran, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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10:05 - 10:26 am
Will Contest Procedure
on demand video Add to CartMolly Cochran, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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10:26 - 10:35 am
Key Takeaways on: Guardianship/Conservatorship, Attorney-Client Privilege, 'The Fix'
on demand video Add to CartMolly Cochran, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Patricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
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10:35 - 10:37 am
Final Q&A
on demand video Add to CartPatricia Keane Martin, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Molly Cochran, Esq., Seegel Lipshutz Lo & Martin LLP , Wellesley Hills
Please Note
MCLE webcasts are delivered completely online, underscoring their convenience and appeal. There are no published print materials. All written materials are available electronically only. They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
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