Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships

Description

oin the MSBA Estate and Trust Section for the newest virtual 2 day presentation of 2022 Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships, on Wednesday, September 21 & Thursday, September 22, 2022! 

Get the latest from experienced faculty on mental capacity evaluations, ethics on obligations to compromised clients, caveat and guardianships and more! 

Six (6) hours of CLE credit will be offered for the surrounding MCLE states of Virginia, Pennsylvania and Delaware. If you miss the livestream, it will be available on the MSBA CLE catalog

Instructor(s)
Frederick Franke Jack Beckett
Event Information
When
Sep 21, 2022
9:00 am - 12:30 pm EDT
Location
Online
Format
Webinar

Agenda

Day 1

09/21/2022
9:00 am
Welcome and Introductions
9:05 am
Mental Capacity: Standards, Nature and Evaluation of Testing
10:00 am
Caveat
10:45 am
Break
10:55 am
Will/Trust Construction and Modification Issues
11:40 am
Power of Attorney/Multiple Party Account Litigation
12:25 pm
Q&A
12:40 pm
Day 1 Adjourns

Day 2

09/22/2022
9:00 am
Beneficiary Enforcement Actions and Other Suits Against Trustees
9:45 am
Ethics – Obligations to Compromised Clients and Who is the Client?
10:30 am
Break
10:40 am
Guardianships
11:40 am
Q&A and Closing Remarks
12:00 pm
Program Adjourns

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$195.00

NON-MEMBER


$ (% off)
$215.00
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Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships