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Friday, April 26, 2019, 1:00-2:00pm

Elderly and other clients with diminished physical or intellectual capacity are often the victims of undue influence or duress in disposition of their property.

They are often dependent on a caregiver, relative or other person for social interaction or essential mobility and functioning. This makes them ripe for exploitation by the unscrupulous.

From a trust and estate planner’s perspective, undue influence and duress undermine the client’s true intent and jeopardize the validity of estate and trust instruments.

This program provides a world guide to spotting warning signs of undue influence and duress, drafting considerations, and the risks of litigation challenging trust and estate plans.

  • Undue influence and duress risks in trust and estate planning
  • Elements of undue influence – motive, opportunity and actual exercise
  • Understanding what constitutes duress
  • How to spot warning signs or red flags of undue influence and duress
  • Drafting considerations to preserve the true intent of a client and prevent challenges
  • Court battles – burdens of proof, assessing likelihood of successful challenges

Click on the "In Depth" tab for tuition and speaker information.

Product Information
Date Presented:
April 26, 2019 1:00 PM Eastern
Length:
1 hour
Registration Fee:
Free
Undue Influence and Duress in Estate Planning | Phone/Audio Streaming
TUITION RATE.

All Attendees: $80


Early discount and CLE Premier Pass rates are not available for this program. 

FACULTY. 
Speaker Information
Michael J Kenny, Jr   [ view bio ]
Steven B Malech   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 1.00
Questions?
CLE Premier Pass