Estate Planning…and Litigation? What to do to prevent it, How to avoid it, and Recent Developments
Date: Wednesday, March 11, 2020
Time: 8:00am - 10:30am
Location: Bacari Grill
Speaker: The Honorable Robert P. Contillo (Ret.), former Presiding Judge, Chancery Division, Superior Court of NJ, Bergen County, NJ, (Current) Member, Ferro Labella and Weiss, LLC; and Anne Bederka, Esq., Partner, Greenfield Stein & Senior, LLP; NY, NY.
We’ve been hearing more about it. We’ve been reading a lot more about it…Estate Litigation. Whether it be litigation post-death between family members, or litigation as a result of estate planning, litigation related to estate planning is becoming more common in today’s day and age. When constructing an estate plan for clients…today, you need to think about the future…not just the family’s future and the plan, but about potential inquiries, scrutiny, and yes, litigation. We sit with clients today and develop plans that will live and breathe for decades, for lifetimes, the lifetimes of our clients and their children, sometimes their grandchildren. However, as we look to the future, an unknown future, we have to start thinking about who will be second-guessing our work. What should we be doing today? Do we begin to “paper” the file when a client is treating children unequally? Do we note the file numerous times as to why things are being done a certain way?
In this exciting session, hear from two leading experts – The Honorable Robert P. Contillo (Ret.), is the former Presiding Judge of the Chancery Division of the Superior Court of New Jersey, Bergen County, NJ; and Anne Bederka, Esq., who is a partner at Greenfield Stein & Senior, LLP – who are in the trenches every single day! What do they see, what are they doing, and how can you be better prepared, better educated, and a better professional. Whether you are an estate planning attorney, an accountant/CPA, or a financial/wealth management professional who does estate planning, anything and everything you are doing today…will have your fingerprints on it forever.
Don’t miss this special event and learn about what you should be doing in your practice today!