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: 2220218WBA
- Publication Date: 6/14/2022
- Length: 2 Hours CLE Credit Note
- Copyright: © 2022 MCLE, Inc.
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Product Description
Product Description
Charles 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 program reviews the foundational law governing these claims, as well as procedural and evidentiary issues that may be encountered. Ask your questions to customize the dialogue. -
Agenda
Agenda & Materials
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9:30 - 9:40 am
Grounds for Challenging a Lifetime Transfer or Will
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9:40 - 9:50 am
Proving Undue Influence and Lack of Capacity
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9:50 - 10:00 am
Interference with Expectancy Claims
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10:00 - 10:10 am
Aiding and Abetting Breach of Fiduciary Duty
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10:10 - 10:15 am
Where to Bring the Action
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10:15 - 10:30 am
Intersection with Guardianship/Conservatorship Proceedings
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10:30 - 10:35 am
Will Contest Procedure
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10:35 - 10:45 am
Overcoming the Attorney-Client Privilege
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10:45 - 10:55 am
Bank Accounts/Beneficiary Designations
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10:55 - 11:10 pm
Medicaid Planning Considerations
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11:10 - 11:15 am
Relief Available/Attorney’s Fees
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11:15 - 11:30 am
Common Scenarios
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
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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