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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10:00am - 10:05am
Welcome and Introduction
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10:05am - 10:15am
Mastering Law Firm Accounting: The Three Financial Statements & Example Transactions
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10:30 - 10:35 am
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10:15a - 10:30am
Mastering Law Firm Accounting: Cash vs Accrual Accounting
on demand video Add to CartAnn DeLuca, CPA, Numeric Advantage LLC , Boston
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10:30am - 10:40am
Effectively Using Law Firm Financial Statements to Manage Your Firm
on demand video Add to Cart -
10:40am - 10:55am
Mastering Law Firm Accounting: Gross Margin
on demand video Add to CartAnn DeLuca, CPA, Numeric Advantage LLC , Boston
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10:55am - 11:10am
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10:35 - 10:45 am
Overcoming the Attorney-Client Privilege
on demand video Add to CartAnn DeLuca, CPA, Numeric Advantage LLC , Boston
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11:10am - 11:20am
Mastering Law Firm Accounting: Law Firm Benchmarks, Growth & Risks
on demand video Add to CartAnn DeLuca, CPA, Numeric Advantage LLC , Boston
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11:20am - 11:25am
Mastering Law Firm Accounting: Summary
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11:25am - 11:55am
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10:45 - 10:55 am
Bank Accounts/Beneficiary Designations
on demand video Add to CartLuz A. Carrion, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
Luz A. Carrion, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
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10:45 - 10:55 am
Bank Accounts/Beneficiary Designations
on demand video Add to CartLuz A. Carrion, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
Luz A. Carrion, Esq., Lawyers Concerned for Lawyers (LCL | MassLOMAP) , Boston
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10:55 - 11:10 pm
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11:10 - 11:15 am
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11:15 - 11:30 am
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- Faculty