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Explore the difference in the law surrounding undue influence in inter vivos and testamentary situations. This on-demand program was originally broadcasted as a webinar on October 14, 2021. Total running time is 1 hour, 24 minutes.
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Identify, unpack, and intervene in systemic racism within legal institutions and your own practice. Moving beyond a diversity and inclusion lens, this session encourages members of the legal community to develop an anti-racist framework. This on-demand program was originally broadcasted as a webinar on September 9, 2021. Total running time is 1 hour, 54 minutes. This on-demand program is complimentary.
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Most clients do not fully understand how income tax will affect their estate and are relying on their advisors in this regard. This paper looks at the basic concepts relating to taxation at the time of death. This paper was presented at LESA’s Estate Planning Fundamentals webinar on December 4, 2020.
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This paper looks at the intake process from the pre-meeting communication and logistics, to the initial assessments of capacity, to the discussion of detailed substantive information needed to move on to the drafting of estate planning documents. It provides worthwhile reminders and practical takeaways. This paper was presented at LESA’s Estate Planning Fundamentals webinar on December 4, 2020.
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Familiarity with the language typically used in wills can lead to complacency and a lack of consideration of circumstances where changes to the usual forms might be warranted. This paper considers some of the issues that arise in the context of drafting wills. While not exhaustive, it is intended to provide a starting point for lawyers who may be new to estate planning or who do not regularly practice in this area. This paper was presented at LESA’s Estate Planning Fundamentals webinar on December 4, 2020.
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Estate litigation has unique nuances. This paper explores applicable legislation and rules that address who can be properly added as a party to estate litigation, who might have standing to participate, how litigation representatives need to function, and potential conflicts of interest that might exist. This paper was presented at LESA’s Civil Litigation Series webinar on February 4, 2021.
