Texas Estate Planning Pointers: A Litigator's Perspective (Audio Only)

As estate litigators, the evidence we seek to prove lack of testamentary capacity, lack of mental capacity, or undue influence usually starts with the estate planner's file, including time and billing records. They are a portal into the process utilized in creating the estate planning documents. Other sources of information are: an accountant's file, a financial planner's file, a trust's records, the trust officer's file, medical records, and e-mails or correspondence among the key parties. Diligence is key to avoiding such claims and upholding work product. This presentation will give estate planners insight into preventing or defending such contests, if they happen.

Join Kevin Spencer as he discusses the importance of establishing a solid estate planning process in Texas and the development of good habits. Topics to be covered include how to document your file, and the ethical problems with failing to do so.

Learning Objectives:

1. Gain insight into preparing for estate litigation in Texas
2. Develop best practices for documenting the estate planner's file
3. Examine the ethical problems associated with failing to properly document the file