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
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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9:40 - 9:50 am
Proving Undue Influence and Lack of Capacity
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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9:50 - 10:00 am
Interference with Expectancy Claims
on demand video Add to Cart -
10:00 - 10:10 am
Aiding and Abetting Breach of Fiduciary Duty
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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10:10 - 10:15 am
Where to Bring the Action
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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10:15 - 10:30 am
Intersection with Guardianship/Conservatorship Proceedings
on demand video Add to Cart -
10:30 - 10:35 am
Will Contest Procedure
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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10:35 - 10:45 am
Overcoming the Attorney-Client Privilege
on demand video Add to Cart -
10:45 - 10:55 am
Bank Accounts/Beneficiary Designations
on demand video Add to Cart -
10:55 - 11:10 pm
Medicaid Planning Considerations
on demand video Add to Cart -
11:10 - 11:15 am
Relief Available/Attorney’s Fees
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
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11:15 - 11:30 am
Common Scenarios
on demand video Add to CartMolly Cochran, Esq., Fields and Dennis LLP , Wellesley
Patricia Keane Martin, Esq., Prince Lobel Tye LLP , Boston
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- Faculty