Estate Planning from a Probate Litigation Perspective
This presentation provides an overview of estate planning strategies viewed through the lens of probate litigation. Attendees will gain insights into best practices that ensure estate plans are clear, enforceable, and less susceptible to disputes. The session provides case law analyses to illustrate how courts have handled various problematic estate planning issues, highlighting key takeaways and robust strategies. Of particular interest will be how the Uniform Trust Code and the probate courts handle spouses who have been disinherited through revocable trust planning. Participants will leave with practical knowledge and actionable steps to enhance their estate planning practices, reducing the likelihood of probate litigation and ensuring smoother transitions for their clients.
Presented by: John Bielski
CLE: 1.0 general credit
Approved States: CA, CO, FL, GA, IL, NJ, NV, NY, OH, OK, PA, TN, TX, UT, VT
(AK, AZ, CT, MO, ND, NH eligible to claim credit.)
We will supply you with the information needed to apply in other states.
Contact shopcle@wealthcounsel.com for CLE assistance.
WealthCounsel members: This CLE eligible program may be complimentary for WealthCounsel members, depending upon their subscription bundle. Please access and view it here via the member website for optimal experience and inclusion in your CLE Profile Account.
