Estate Planning in the Face of Litigation: Current Dilemmas and Malpractice Traps
Date: August 13, 2008
Location: Webinar/Phone Seminar
Holland & Knight partner Bruce Ross and associate Bob Lang of our Private Wealth Services Group will take
part in Estate Planning in the Face of Litigation: Current Dilemmas and Malpractice Traps, a phone seminar/webinar
produced by the ALI-ABA.
While estate planners' highest career aspirations include structuring documents to avoid
litigation-alas, where family members and money are concerned, lawsuits do crop up.
This seminar provides an overview of litigation issues of current concern to those who represent
settlors, testators, fiduciaries, etc. Experienced estate planners who also litigate contested
issues from coast to coast provide practical advice on handling thorny estate planning disagreements
on matters such as conflicts of interest, prudent trust management, and malpractice avoidance.
There are real malpractice traps here for the unwary planner and litigator.
Don't miss this insightful, convenient, and interactive seminar.
Participants may e-mail Tsquestions@ali-aba.org with questions to be answered during the
presentation as time permits.
Why Attend?
- Identify planning areas and problems that often result in
litigation
- Avoid litigation through prudent drafting
- Learn about malpractice traps inherent in estate planning
litigation
Planning Chair:
- Bruce S. Ross, Holland & Knight LLP, Los Angeles, CA
Faculty:
- Robert W. Lang, Holland & Knight LLP, Tampa, FL
- Margaret E.W. Sager, Heckscher Teillon Terrill & Sager, West Conshohocken, PA
Program:
12:00 p.m.- Program Begins
- Drafting to Minimize Post-mortem Disputes
- Protecting the integrity of the document (avoiding or winning
will and trust contests)
- Providing good guidance to fiduciaries (Avoiding or minimizing
surcharge litigation)
- Minimizing the Lawyers' Risk of Malpractice Claims
- Questions and Answers
1: 30 p.m.- Program Ends
For more information, details on program fees and materials, and to register for this webinar/phone seminar,
please visit the ALI-ABA program
listing on their website, www.ali-aba.org
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