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Drafting Wills and Trust Documents to Reduce Risks of Challenge (Live Replay from January 25, 2022)

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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 discusses grounds for will contests and practical steps lawyers and their clients can take to avoid challenge.

  • 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

DETAILS
Phone/Audio
Thursday, March 16, 2023
1:00–2:00 PM

SPEAKERS

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

PRODUCED
January 25, 2022

APPROVED CREDIT
North Carolina: 1.00 MCLE Hour

PROGRAM PRICING
See pricing below.