Charles Dickens wrote in Bleak House that “whole families have inherited legendary hatreds” arising from Jarndyce v. Jarndyce, a will contest that spanned generations and led many to ruin. Welcome to the world of disappointed heirs, aggrieved family members, and deep-seated sibling rivalry. Whether it be an elder’s undisclosed conveyance, or unexpected changes to an estate plan, the practitioner bringing or defending against these actions has many challenges to confront. This program reviews the foundational law governing these claims, as well as procedural and evidentiary issues that may be encountered. Ask your questions to customize the dialogue.
Course Content
9:30 - 9:40 amGrounds for Challenging a Lifetime Transfer or Will
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
9:40 - 9:50 am
Proving Undue Influence and Lack of Capacity
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
9:50 - 10:00 am
Interference with Expectancy Claims
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:00 - 10:10 am
Aiding and Abetting Breach of Fiduciary Duty
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:10 - 10:15 am
Where to Bring the Action
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:15 - 10:30 am
Intersection with Guardianship/Conservatorship Proceedings
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:30 - 10:35 am
Will Contest Procedure
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:35 - 10:45 am
Overcoming the Attorney-Client Privilege
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:45 - 10:55 am
Bank Accounts/Beneficiary Designations
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
10:55 - 11:10 pm
Medicaid Planning Considerations
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
11:10 - 11:15 am
Relief Available/Attorney’s Fees
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
11:15 - 11:30 am
Common Scenarios
Molly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Please Note
This webcast is delivered completely online, underscoring their convenience and appeal.
There are no published print materials. All written materials are available electronically only.
They are posted 24 hours prior to the program and can be accessed, downloaded, or printed from your computer.
Speakers
FacultyMolly Cochran, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
Patricia Keane Martin, Esq.,
Seegel Lipshutz Lo & Martin LLP, Wellesley Hills
