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: 2220218P01
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CLE Credits, earn up to:
2 substantive credits, 0 ethics credits CLE Credit Note -
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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., Prince Lobel Tye LLP , Boston
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