Will Contests

$195.00

Re-Broadcast on September 20, 2018

CLE Credits earned: 2 GEN

As the Baby Boomer generation ages, this country will undergo the largest generational transfer of wealth in history. While there have always been disputes over probate and trust matters, it is expected that this area of the law will become more active than even in the near future. Trust and estate lawyers will find themselves confronted with squabbling family members, and trial lawyers will find themselves litigating an area of that law with unique procedural aspects unlike regular civil litigation. This program is designed for the trust and estate lawyer who would like to know more about handling litigation aspects of contested trusts and wills or for the trial lawyer who would like more substantive knowledge about the law behind these types of cases and unique procedural aspects of trust and estate litigation.

Key topics to be discussed:

•   How to identify appropriate cases and determine who may and should be represented
•   Typical causes of action available in trust and estate litigation
•   Mechanics of bringing or defending will contests and related litigation
•   Other areas of the law that are often implicated in these types of cases

Date / Time: September 20, 2018

•   2:00 pm – 4:00 pm Eastern
•   1:00 pm – 3:00 pm Central
•   12:00 pm – 2:00 pm Mountain
•   11:00 am – 1:00 pm Pacific

Choose a format:

•   Live Video Broadcast/Re-Broadcast: Watch Program “live” in real-time, must sign-in and watch program on date and time set above. May ask questions during presentation via chat box. Qualifies for “live” CLE credit.
•   On-Demand Video: Access CLE 24/7 via on-demand library and watch program anytime. Qualifies for self-study CLE credit. On-demand versions are made available 7 business days after the original recording date and are view-able for up to one year.

All Access Pass: Before you buy, access this class and all other myLawCLE programs, over 120 new live classes every year, for only $69 dollars per month. Purchase the All Access Pass first. Click here for more information.

Clear

Original Broadcast Date: June 28, 2018

Mary Akkerman, Esq. guides clients through all aspects of fiduciary representation and estate planning, including dynasty trusts, domestic asset protection trusts, estate and trust administration, guardianships and conservatorships, business and tax planning, estate and gift tax planning, tax appeals, and related litigation. Mary is skilled at establishing public and private trust companies in South Dakota and regularly works with U.S. and international families and advisors on cross-border planning, non-resident alien trust formation, and international tax issues.

She was elected to the American College of Trust and Estate Counsel (ACTEC), a national organization of approximately 2,600 lawyers elected to membership by demonstrating the highest level of integrity, commitment to the profession, competence, and experience as trust and estate counselors.

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Section I. Case Selection Tips

Section II. Incompetence or Lack of Testamentary Capacity

Section III. Undue Influence

Section IV. Fraud or Mistake of Fact

Section V. Revocation

Section VI. Inadequate Formalities

Section VII. Construction Actions (Petitioning the Court for Instructions)

Section VIII. Other Related Causes of Action