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2018 Estate & Gift Tax Conference: How to Navigate a Planner’s Minefield
Taxation Section
Credit(s):
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
The speaker will provide a litigator’s perspective to conflicts that estate planners often encounter, including representing clients with mental capacity that may appear impaired, representing clients who want to make a gift to an individual identified in Probate Code section 21380 (thereby invoking the presumption that the gift is the produce of fraud or undue influence), and representing clients in circumstances where it appears a child or another may have undue influence over them, particularly where there are any questions of favoritism. Those issues may in turn impact the estate planner’s duties of diligence, competence, confidentiality, and to avoid conflicts of interest.
0.75 Legal Specialization in Estate Planning; Trust & Probate Law
0.75 Legal Specialization in Taxation Law
0.75 Participatory MCLE Credits
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