SANTA CRUZ COUNTY ESTATE PLANNING COUNCIL
MARCH WEBINAR
Wednesday, March 8, 2023, 12:00 – 1:00 p.m.
A Litigator's Evaluation of Prospective
Will/Trust Contests
This program will deliver a probate and trust litigator's perspective on ways estate planners can reduce the chances of contested estate plans while increasing the chances their plans will remain intact if litigated. Topics will include implementation of best practice resulting from recent developments in case law, reasons and ways to properly document client meetings, tips to avoid indicia of undue influence and ways to shut the door on lack of capacity claims.
Speaker: Harry Wallace, Esq. is a Senior Trial Attorney with Gokal Law Group, with over 30 years of trust and probate litigation trial experience.
MCLE credits: The Santa Cruz County Bar Association has certified that this activity has been approved by the State Bar of California for one hour of MCLE credit.
