12th Annual Wills and Estates Conference e-book

The challenges for wills and estate practitioners continue to grow, with the continued rise of family provision claims, rogue executors and tax bombs in the will. Television Education Network’s 2021 conference explores these topics along with other major issues troubling succession lawyers, from negotiating and drafting terms of settlement, the nature of trustee discretion, to disclosure obligations in wills and estates matters. We will also examine knowledge and approval and capacity issues when creating a will, as well as remedies against errant attorneys.

Structuring the Will

• Knowledge and Approval and Testamentary Capacity: Getting it Right from the Starting Block
• The Dangers of Joint Ownership in the Succession Plan
• When Meaning and Intent of Wills is Unclear
• Tax Bombs in the Will

Disputes

• Family Provision Claims: Lessons from the Frontline
• Negotiating and Drafting Terms of Settlement in Wills and Estate Matters
• Beware of Promises: When will Proprietary Estoppel Trump a Will?

Authority Issues

• Trustee Discretion: Understanding the Limits of Power
• When the Attorney Goes Rogue - Remedies Against Errant Attorneys
• The Bad Executor: Stop, Wrong Way, Turn Around Now

Liability and Risk Management

• The Right to Know: Disclosure Obligations in Wills and Estate Matters
• Practitioner Liability in Wills and Estate Matters - A Precautionary Approach