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Confronting Undue Influence in Your Practice

Wednesday, October 18, 2017 | 2:00pm ET / 11:00am PT

Archived versions of WealthManagement.com webinars are available on demand 24 hours after broadcast.

Individuals with estates both large and small can be susceptible to undue influence, which is becoming more prevalent as the basis for attacking estate-planning documents. As our population ages and becomes more vulnerable, the risk of undue influence being exerted increases.

Accordingly, it’s increasingly important for attorneys to understand and identify vulnerabilities and the indicia of undue influence. This task becomes critical:

(1) During the initial representation phase, in understanding the issue of competency versus undue influence

(2) In the drafting phase, in recommending options and practices to protect the integrity of an estate plan

(3) After death, in being conversant with the ins and outs of litigating undue influence cases.

This webinar will help planning professionals understand undue influence, identify important factors that might give rise to a claim of undue influence, suggest strategies to enhance enforceability of estate-planning documents and recommend tips for litigating undue influence cases.

Presenter:
Sandra D. Glazier
Partner
Lipson, Neilson, Cole,
Seltzer, Garin P.C.

Presenter:
Thomas M. Dixon
Attorney
Clark Hill
Moderator:
Susan Lipp
Editor in Chief
Trusts & Estates 
 
Certified Financial Planner® (CFP) Continuing Education (CE) credits are available to participants attending the LIVE presentation only.
The presentation will be recorded, but CFP® CE credits will not be available for playback viewing.
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