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EPI 2018: Estate Planning in Anticipation of Litigation

Sometimes an estate plan will provide for unequal distributions or otherwise give rise to legitimate fear of future litigation. Learn how to take prophylactic measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plan from being invalidated.

 

1.5 hours MCLE Credit, including 1.5 hours in Estate Planning and 1.5 hours in Estate, Gift Tax and Estate Planning

 

When an estate plan will provide for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, one or more children are disinherited, or the plan otherwise gives rise to legitimate fear of future litigation, the estate planner may take prophylactic measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plan from being invalidated. Join Margaret Hand and John Hartog as they discuss:

  • Dysfunction
  • Fee and cost shifting
  • Forced elections
  • Conditional gifts
  • Hypotheticals

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

On Demand ES54823-191

Live program recorded 4/21/18.

 

If you are signed in and a CLE Passport holder, your adjusted cost appears below.

$ 99.00

When an estate plan will provide for unequal distributions, the settlor has a blended family, a caregiver will receive a substantial gift, one or more children are disinherited, or the plan otherwise gives rise to legitimate fear of future litigation, the estate planner may take prophylactic measures to deter disgruntled beneficiaries from bringing a contest or to prevent the estate plan from being invalidated. Join Margaret Hand and John Hartog as they discuss:

  • Dysfunction
  • Fee and cost shifting
  • Forced elections
  • Conditional gifts
  • Hypotheticals

This program assumes considerable experience in estate planning.

This program is part of EPI 2018: The 40th Annual UCLA/CEB Estate Planning Institute.

MARGARET M. HAND

Margaret M. Hand, Hartog, Baer & Hand APC, Orinda, Principal at Hartog, Baer & Hand, has developed expertise in crafting practical estate planning solutions for both simple and complicated families. She is a fellow of the American College of Trust and Estate Counsel (ACTEC), a Certified Specialist in Estate Planning, Trust and Probate Law and one of Northern California’s Super Lawyers. She lectures at professional education programs throughout California, teaches fiduciary accounting for the CalCPA Education Foundation, and has published a variety of chapters, workbooks and articles on estate planning, probate and trust law. She is a graduate of U. C. Berkeley, Boalt Hall School of Law.

JOHN A. HARTOG

John A. Hartog, Hartog, Baer & Hand APC, Orinda, is a California certified specialist in Estate Planning, Trust and Probate Law, as well as a California certified specialist in Taxation Law. Mr. Hartog’s practice emphasizes estate planning, trust and probate administration, including dispute resolution, and taxation matters. Mr. Hartog possesses particular expertise in counseling trustees administering living trusts and in resolving disputes among beneficiaries and fiduciaries. Mr. Hartog also serves as a mediator in trusts and estates disputes. He earned an L.L.M. in Taxation from the Golden Gate University of Law and his J.D. degree from Hastings College of the Law, University of California.

Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital
Products specifications
PRACTICE AREA Estate Planning
PRODUCT GROUP CLE
PRODUCT GROUP Digital