Description

When a bequest is challenged by suddenly disinherited children or former business partners, will you know how to prove the validity of the estate planning documents? This course delves into the intricate and nuanced strategies involved in challenging (and defending) a will or a trust. Skip the basics and address the top problems you ll face. Come away with working samples of petitions to invalidate, effective responses, and settlement provisions. Experienced attorney faculty will weigh in on what legal arguments work best in specific scenarios and will work through two fact patterns you re likely to encounter. Elevate your skills – register today!

• Explore case law that addresses the notoriously difficult-to-prove lack of testamentary capacity.
• Walk through illuminating scenarios involving alleged undue influence by caregivers and romantic partners.
• Improve outcomes in mediation and at court hearings with hard-won tactics from the pros.
• Gain insights into deed contests, covering issues of constructive fraud, forgery, statute of limitation, and sample causes of action.

• This program was designed in conjunction with NBI s esteemed 2023-2024 Content Advisory Committee Member Louis Silverman.