I am eagerly awaiting the Academy’s Fall 2013 Summit here in San Diego (Coronado)! The Summits are a time for our members to learn about the latest in practice management and substantive law, as well as to rekindle friendships and make new ones. As I look over the agenda, I’m excited about several presentations. In particular, I’m eager for the presentation Testamentary Incapacity and Undue Influence: Clinical and Legal Evaluation Strategies and Techniques. I think our members will find this presentation very valuable.
Undue influence issues arise often in estate planning and elder law practices. It is essential for estate planning and elder law attorneys to be sensitive to the issues surrounding undue influence for two reasons. First, in many ways we act as gatekeepers for changes in legal affairs. We want to be able to spot undue influence so that we are not unwitting accomplices to changes which our clients do not truly wish to make, but are being unduly influenced to make. Second, we need to be able to draft and execute estate and elder law plans so that the plans will withstand attacks based on allegations of undue influence.
The Summit starts tomorrow in San Diego and I’m looking forward to seeing my Academy family!
Stephen C. Hartnett, J.D., LL.M.
Associate Director of Education
American Academy of Estate Planning Attorneys, Inc.
9444 Balboa Avenue, Suite 300
San Diego, California 92123
Phone: (800) 846-1555
Latest posts by Steve Hartnett (see all)
- Reasons an Estate Plan Could Be Challenged: Part 3 – Fraud - December 3, 2019
- Reasons an Estate Plan Could Be Challenged: Part 2 – Undue Influence - November 26, 2019
- Reasons an Estate Plan Could Be Challenged: Part 1 – Formal Requirements - November 19, 2019