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

(113 reviews)

Produced on March 04, 2019

$ 89 Family & Matrimonial Law and Wills, Trusts, & Estates In Stock
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Course Information

Time 90 minutes
Difficulty Intermediate

Course Description

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


Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .

Faculty

Lisa Campo

Hale Ball

Attorney Lisa M. Campo is an associate at Hale Ball. Ms. Campo has been with the firm since 2007 as a legal assistant before attending law school and as a law clerk during law school working primarily during her breaks from school. Ms. Campo graduated from University of Baltimore School of Law in Baltimore, Maryland. During law school, Ms. Campo was a member of the Robert F. Wagner National Labor & Employment Law Moot Court team and competed in the national competition held at New York Law School. Ms. Campo has special interest in Wills, Trust and Estate litigation and civil litigation.



Kimberley Murphy

Hale Ball

Kimberley Ann Murphy, Esq., has been a partner and principal attorney of the law firm of Hale Ball Carlson Baumgartner Murphy, PLC, in Fairfax, Virginia, since 2005. She had been an Associate with the firm since being admitted to the Virginia State Bar in October 2000. Attorney Murphy concentrates her practice in the areas of Administrative Law (professional license compliance), Estates and Trusts (administration and litigation) and Business/Civil litigation). She has appeared on numerous occasions before many circuit courts throughout the Commonwealth, in addition to the Court of Appeals of Virginia and the Supreme Court of Virginia, as well as the Virginia Department of Health Professions and Department of Alcoholic Beverage Control. In 2007, Attorney Murphy was admitted to practice before the Supreme Court of the United States.

Attorney Kimberley Murphy has published an article with the Virginia Bar Association's Wills, Trusts & Estates section as well as presented a seminar for funeral professionals for the International Order of the Golden Rule. She has presented CLE's for the Fairfax Bar Association and National Business Institute. She was named to Best Lawyers in America for 2014 for Trusts and Estates – Litigation, and for 2015 for Trusts and Estates and Trusts and Estates – Litigation. She attained an AV-rated peer review in 2014, and has been named to Super Lawyers since 2007.




Reviews

AG
Amy G.

Very good and listenable.

MM
Michael M.

Instructors were very effective in addressing overview and details

EF
Elizabeth F.

Excellent course. Presenters were top notch!

SB
Sarah B.

Very well prepared and well-paced course.

JM
Julian M.

Very good presentation. Informative.

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