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Disinheriting a Spouse, Child or Family Member - Webinar

  • ID: 4227732
  • Webinar
  • May 2017
  • Region: Global
  • 90 Minutes
  • Lorman Business Center, Inc.
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Learn how to use necessary safeguards to effectively draft documents that disinherit family members.

Drafting estate planning documents that severely curtail a family member’s interest in an estate or trust or fully disinherits a family member is a balancing act. The family member(s) affected usually will contest these provisions, especially if they were not aware that they were treated differently than anticipated. Family members typically affected are spouses and children where the emotional impact of such provisions can be quite high. This topic seeks to demonstrate how to approach the drafting of disinheritance or limitation provisions while also seeking to mitigate litigation risk.

Learning Objectives
  • You will be able to describe documenting safeguards.
  • You will be able to identify statutory issues.
  • You will be able to discuss handling special situations.
  • You will be able to review how to handle last minute changes.
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Documenting Safeguards
- Determining Testamentary Capacity
- Addressing Undue Influence and Conflicts of Interest
- Witnesses and Formal Execution of Documents
- Videotaping - Helpful or Harmful
- No Contest Clauses - and Validity
- Type of Documentation
- How to Handle Last Minute Changes

Handling Specific Situations
- Spouses
- Premarital Agreements
- Children From Prior Marriage
- Children
- Relationship Status
- Wealth Differences
- Business Acumen Differences
- Alcohol or Drugs
- Mental Health and Disability
- Incentive Trusts

Other Issues

Statutory Issues
- Spouses
- Others
- Probate vs. Non-Probate Assets
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Philip J. Tortorich, Katten Muchin Rosenman LLP
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This webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, business owners and managers, tax managers, financial planners and enrolled agents.
Note: Product cover images may vary from those shown