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Drafting Wills & Trust Documents to Reduce Risks of Challenge

April 30, 2020 @ 12:00 pm - 1:00 pm

A last will and testament is not always the final word of a testator. Wills frequently trigger long-suppressed family rivalries and resentments. With the testator no longer on the scene, children or other heirs are freed to express their resentments. These resentments often worsen when the will’s plan for allocating of money, valuable property or sentimental items is made known, leading to dispute and litigation. These disputes can be very time-consuming and costly resolve, sharply diminishing the value of an estate. This program will discuss grounds for will contests and practical steps lawyers and their clients can take to avoid challenge.

Handout Materials will be emailed to you prior to the seminar
$60.00
1.0 MCLE Credit Hour

Schedule:

  • Spotting red flags in will contests – disinheriting close family members, unequal treatment of children, unusual behavior of testator & more
  • Sources of law in will contests – grounds for challenging wills
  • Practical steps to avoid will contests – will ceremonies, videotaped testaments, witness selection, affidavits
  • Use of In Terrorem provisions to prevent will contests
  • Issues surrounding holographic wills and other informal wills

Speaker:

Steven B. Malech, Wiggin and Dana, LLP – New York City