Skip to main content

2018 Teleconference & Archive Bundle: Designing Estate Plans to Withstand Challenges

Most estate plans are implemented without impediment. Depending, however, on the client’s age and virility, family dynamics, the nature and value of assets to be disposed of and other factors, estate settlement may be arduous, contentious and expensive. Where difficulties are anticipated, provisions may be included in wills and trust instruments to prevent or dissuade frivolous or vengeful attacks on the plan. We will explore the following specifics:

  • Marital and cohabitation agreements
  • Mediation and arbitration provisions
  • Drafting and enforcing no contest clauses
  • Limitations on disclosure of information to beneficiaries
Cancellation Policy
If you wish to cancel your teleconference registration prior to the time the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be allowed a full refund of your registration fee. If you wish to cancel your teleconference registration AFTER the program Materials (Intellectual Property)/Pin are sent out by BSe, then you will be charged a $100 cancellation/materials fee.

Archive Note:CE credits available for event recordings are CTFA, CWS and AFIM. No other CE credits are approved for recordings. Your archive will be available within 5 days of the live event.
State CE Exceptions:
Attorneys must apply for CLE approval
30 days before event date or earlier.
Click on your state for application.
Kansas Attorneys must apply for CLE approval 30 days before event date or earlier.