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Multiple wills are an established estate planning strategy. Useful for a number of objectives, they often appeal to business owners, owners of foreign real estate, and individuals seeking additional privacy. While multiple wills may seem like a simple solution to some testamentary issues, there are important factors involved in weighing whether multiple wills are the right solution for individual clients. In addition, lawyers who prepare these documents must carefully draft them, with proper consideration of local laws, to avoid unintended and serious consequences. This program is designed to help you decide when to recommend multiple wills to a client...Read More
Estate administration involves multiple stakeholders, including beneficiaries, parents of minor beneficiaries, family members and creditors, all of whom bring their own interests and goals to the table. Balancing these competing expectations, especially where you or your client is the executor, requires special skills. Even where the technical aspects of the process are going well, it is often the people and their perceptions that drive administration challenges. This webinar with experienced estates lawyer Lynne Butler will focus on practical strategies to help you navigate these complex dynamics and reduce misunderstandings. Lynne will address...Read More
Knowing the steps to administer an estate is critical for a successful wills and estates practice. Whether you are advising an executor or acting as executor yourself, fiduciaries must meet specific legal requirements. This highly practical presentation with experienced estates practitioner Krista Clendenning will address key tasks, dates and documents in the administration process, from notifying relevant parties to closing the estate. You will learn about important tax matters, executor compensation, assessing potential claims, and pitfalls that may lead to fiduciary liability. Topics include...Read More
Wills and estates practitioners – as well as other professionals involved in the estate planning process – can take many different steps throughout the planning process to limit the likelihood of a successful challenge to an estate plan and/or a testamentary document. While litigation cannot be completely avoided, the risks inherent in estate planning transactions can be significantly reduced by taking some relatively simple steps at the front end. In this webinar, experienced estates litigator David Hunter will discuss three of the most litigated issues in estate litigation - testamentary capacity, undue influence, and gifts by right of survivorship. Drawing on recent cases and examples from his own practice...Read More
