SMCBA Estate Planning & Probate Section – “If You Love Me …”: Studies in Undue Influence and Financial Elder Abuse

Hoge Fenton attorneys, Denise E. Chambliss, chair of the firm’s Trust and Estate Litigation Practice Group, and Mallory L. Homewood, Trust and Estate trial attorney, will present on the litigation based on claims of undue influence, capacity contests and financial elder abuse. The live online presentation will discuss the legal nuts and bolts of each of these claims and provide a review of key statues and case law and examples of how these cases play out in the real world of our local probate courts. The speakers will provide practice tips for estate planners to help insulate their estate planning documents from undue influence claims and for litigators to assist in their prosecution and defense of these claims, as well as recommendations about successful uses of the Certification of Independent Review procedure. Please come with your questions, thoughts, and war stories to share with the group!

We welcome ADR Services, Inc as sponsor of this seminar.

As we continue fighting the spread of the COVID-19 through sheltering in place, the EP Section is planning to go forward with its April 16th seminar as a video event. Please save the date for this live broadcast event.

Cost:

$20 for Estate Planning Section members and $30 for non-section members. Cost includes lunch and 1.0 hour of MCLE credit.

Registration and Information:

Please log-in on the SMCBA website to register for this event no later than Wednesday, April 15, 2020.  The meeting ID for this live online presentation will provided 1 day prior to the event to paid registrants.

For questions about this event, please email smcba@gryphonevents.com or fax (510) 588-4543.

If you wish to pay by check, please make check payable to SMCBA and send to: 333 Bradford St., Ste. 200, Redwood City, CA 94063. Attn: Events.

*Please note MCLE will only be provided to paid attendees.

This is a live webinar and not a luncheon.