Estate Planning…and Litigation? What to do to prevent it, How to avoid it, and Recent Developments
Please join the Greater New Jersey
Estate Planning Council
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 surviving family members, or litigation because of estate planning, more and more common in today’s day and age is litigation related to estate planning. 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.
Unfortunately, estate litigation can drag on for many months, and often many years. However, as we look to the future, an unknown future, we must start thinking about who might or will be second-guessing our work. Who will be looking at what we did? From the challenges to the validity of a will, requests to interpret language in a will or trust, to breach of fiduciary duties/responsibilities of a trustee, anything and everything can happen. Is your client treating one child unequally than another? Or others? Is there a family business involved, where one or more children are involved, and another or others are not? Regardless of the specifics, effective, sound, quality estate planning can avoid estate litigation. It does not matter if you are an attorney, an accountant, or a financial professional! If you are involved in estate planning and the financial affairs of your clients – you need to know what to do! So, what should we be doing today? Do we begin to “paper” our file? What should we be memorializing and how? 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 Peter E. Doyne (Ret.) and Steven K. Mignogna, Esq. Judge Doyne was the Assignment Judge of the Superior Court of New Jersey, Bergen County. Today he is Co-Chair of the Alternative Dispute Resolution and Corporate Investigations Practices at Ferro Labella & Weiss LLC, based out of Hackensack, NJ. Steven Mignogna, Esq. is a partner with Archer Law PC (formerly Archer & Greiner PC) and serves as both the Co-Chair of the firm’s Estates and Trusts Department and Chair of the Estate and Trust Litigation Group.
Join us for a web meeting and hear from two experts 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!