Virtual Morning Meeting: Tips and Best Practices for Avoiding Family Controversy and Will Contests
This presentation will cover a range of issues and considerations, both ethical and strategic, in helping clients head off potentially costly (and otherwise damaging) post-death litigation over their estates. Topics covered will include: Ethical considerations for estate planners and advisors; screening and evaluating clients for diminished capacity, undue influence, and related concerns; tips and traps for handling the representation of a potentially vulnerable client; and effective post-death tools and strategies for avoiding litigation.
Learning Objectives
The learning objectives for this presentation are:
- the relevant ethical considerations involved in representing potentially vulnerable clients;
- managing your representation of the client to diminish the risk of post-death litigation; and
- post-death tools and strategies available to estate planners and other professional advisors to diminish the risk of litigation.
Pending CE: 1 CFP®, 1 CLE Credit & 1 MN Insurance Continuing Education Credits
Zoom Webinar Login: 7:45 – 7:55 am
Announcements: 7:55 – 8:00 am
Presentation: 8:00 – 9:00 am
