On Demand

Family Dynamics in Estate Planning: Pitfalls and Possible Solutions in VA

1h 30m

Created on March 04, 2019




Estate planning is a complex and sensitive area of the law that is oftentimes further complicated by family dynamics. Clients needed to be guided in the process so they can make informed decisions and put together a plan that truly reflects their wishes and desires for when they are gone from this world. Family dynamics must factor into the equation to ensure that the plan the client puts together is not defeated. To be successful, attorneys in this area need to be able to anticipate issues so they can be addressed before they become serious problems. 

This program will help attorneys navigate the process of putting together an effective and competent estate plan to accomplish the client's goals and objectives. Attorneys will learn the importance of family dynamics, testamentary capacity, undue influence and the associated burden of proof, learn how to focus on the client's goals, understand who can and cannot make a will, the requirements of a will, the types of wills, the inheritance rights of surviving spouses and children and learn tips and good practices to follow in order to effectively draft an estate plan.

Learning Objectives:

  1. Discuss the importance of family dynamics
  2. Review testamentary capacity, undue influence, and the burden of proof
  3. Focus on your client's goals
  4. Assess who can and cannot make a will for someone
  5. Navigate the requirements for a Will, different types of wills and best practices
  6. Advise on the inheritance rights of surviving spouses and children
  7. Effectively draft solid wills

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