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
Registration will close at 5 pm on Thursday, Janaury 18th. Please register if you will attend to ensure we have an accurate lunch count. Thank you!
