Canadian litigators, estates and trusts lawyers, and general practitioners are invited to join Clark Wilson’s senior partners Mark Weintraub, K.C. and Geoffrey White, K.C., as they present at Seminar Partners’ virtual seminar, “Testamentary Capacity & Undue Influence in Estate Planning” which takes place on Thursday, November 24th.
Will challenges are often based on claims that the testator lacked the capacity to execute a will, or that the will resulted from undue influence. These are difficult to assess, especially with new clients for whom you have no frame of reference.
As a practitioner, you must assume that the will you are drafting could be contested, take clear steps to rule out issues of incapacity and undue influence, and build a record documenting your conclusions.
This highly pragmatic webinar featuring experienced estates counsel Mark Weintraub, K.C. and Geoffrey White, K.C. will review your duties when taking will planning instructions, offer practical techniques you can use to evaluate capacity and undue influence, as well as discuss how to best help or decline to help a prospective client while protecting your practice from negligence claims.
By the end of the program you will:
> Better understand the concepts and context that govern testamentary capacity and undue influence
> Be more alert to signs of testamentary incapacity or undue influence
> Improve your ability to assist clients where capacity may be an issue, and respond to concerns of undue influence
> Know how to protect yourself and assist the court by creating a complete and accurate record
Don’t miss this condensed update exploring critical issues involved in assessing incapacity and undue influence in will planning engagements and in litigation.
Event & Registration Information
Testamentary Capacity & Undue Influence in Estate Planning
Thursday, November 24th, 2022
9:00 am – 10:30 am (Pacific Time, Canada & US) / 12:00 pm – 1:30 pm (Eastern Time, Canada & US)