Print Page   |   Contact Us   |   Sign In   |   Register
Interpretation and Construction of Wills (teleseminar)
Tell a Friend About This EventTell a Friend
 

This program will provide the trust and estate planner a guide to spotting red flags and avoiding traps in planning that lead to conflict and litigation.

1/24/2018
When: 01/24/2018
1:00 PM to 2:00 PM
Where: United States
Contact: (404) 521-0781


Online registration is closed.
« Go to Upcoming Event List  

 
One-hour CLE programs are just a phone call away
Convenient, affordable, timely and informative
 
An 800 number connects you to nationally recognized practice leaders who will speak on important issues and emerging trends in the law. You can also pose your own questions to the speakers. Written materials and other details are emailed in advance to pre-registrants.

 
INTERPRETATION AND CONSTRUCTION OF WILLS, 1 CLE hour
 

Wills and trust instruments are fertile sources of dispute and fiduciary litigation.  Instruments that are not clearly drafted can lead to a tribunal interpreting and construing them in ways that the testator or settlor may not have intended.  Similarly, instruments that are ambiguous or just fail to make major decisions (often in a bid to avoid the emotional toll of making difficult family decisions) also frequently lead to family dissension, conflict, and litigation.  Except in the largest estates, conflict of this type can rapidly deplete the value of the estate and sow additional bitterness among heirs. This program will provide the trust and estate planner a guide to spotting red flags and avoiding traps in planning that lead to conflict and litigation. 


Spotting red flags in will and trust instruments – what’s most likely to cause dispute and litigation?
Common bases for challenging trusts and wills 
Disinheriting close family members, unequal treatment of children, unusual behavior of testator & more
Issues surrounding holographic wills and other informal wills
Caretakers, undue influence, and duress
Videotaping client testaments – effective tool or quagmire? 
Use of In Terrorem provisions to prevent will contests
Best practices to avoid fiduciary litigation


Speaker:


Steven B. Malech is partner in the New York City office of Wiggin and Dana, LLP, where he is chair of the firm’s probate litigation practice group.  He is represents beneficiaries, fiduciaries and creditors in disputes involving alleged violations of the Prudent Investor Act and its predecessors, alleged breaches of fiduciary duty, disputed accountings, and will contests. He represents clients in cutting edge probate litigation matters involving trusts and estates with assets in the hundreds of millions of dollars. Mr. Malech received his B.A., with special honors, from the University of Texas and his J.D. from the Connecticut School of Law.



*(Teleseminar courses qualify for self-study credit only)  

 

Association Management Software Powered by YourMembership  ::  Legal