This presentation explores estate litigation issues including power of attorney transactions and accounting, inter-vivos transfers (incapacity and proving a gift), testamentary capacity challenges and undue influence challenges. mental capacity and accounting challenges. Mitigation strategies such as family discussions of plans and people, detailed interview questions and notes, questions and early problem resolution are also discussed.
This on-demand program was originally broadcasted as a webinar in December 2020.
The total running time is approximately 1 hour 6 minutes.
To view all presentations from Estate Planning Fundamentals, click here.
Chair
Gordon P. VanderLeek, VanderLeek Law
Presenter
Benjamin Kormos, Walsh LLP
Â