The Missouribar – 2020 From Intake to Trial: Fundamentals of a Will & Trust Contest

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Summary

• Archive: Practice Area:Trusts, Estate Planning & ProbateFormat:Audio and Video Description Originally presented during our 2020 Solo & Small Firm Virtual Conference, Aug 19-21 When assessing any case concerning estate planning documents, a cautious but discerning look at each set of facts is necessary to determine whether the case can be successful.

• In this session, we’ll discuss the legal basis for will and trust contests, assess what factors to look at during intake, and talk about the fact specific nature of proceeding toward litigation.

• Speakers: Cassie C. Bugalski, Gump & Faiella, LLC, Moberly and Timothy McCurdy, Lashly & Baer, PC, St. Louis Note: This material qualifies for self-study credit only.

• Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year.

• Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

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