fbpx

Common Mistakes Estate Planning Attorneys Make

$0

FREE FOR BHBA MEMBERS

Join first, then login to BHBA+ to access this program.

poster-18.jpg
Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
June 8, 2021
Accredited In:
California

You may be able to self apply for credits in states not listed. BHBA provides CLE accreditation as described above. 

About the Program

Join two experienced probate litigators for a discussion of potential pitfalls in the estate planning and administration process. Jessica Babrick and Andrew Smith will talk about various cases they have litigated that have arisen from mistakes in planning and administration, from improper documentation of meetings with clients to misallocation of assets. No estate planner wants their work to be the subject of litigation, and this presentation will provide tips to avoid that outcome.

Meet the Speakers
1-1-4
Jessica G. Babrick

|

Shareholder Weinstock Manion, ALC

Jessica Babrick applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. She represents beneficiaries, fiduciaries and financial and charitable institutions in a wide variety of contested trust and probate matters. Jessica is a fervent advocate for her clients, and works closely with them to efficiently and effectively resolve claims concerning breach of fiduciary duty, undue influence, lack of capacity and the validity of wills and trusts.

... Read more
andrew-smith
Andrew G. Smith

|

Senior Counsel Weinstock Manion

Andrew Smith applies a broad background in litigation to resolve disputes involving trusts, estates, probate and conservatorships. He works closely with fiduciaries, beneficiaries and institutions, effectively guiding them through all stages of litigation, including discovery, mediation and trial. Andrew fervently protects the best of his clients, actively pursuing all avenues of resolution.

... Read more

Watch any CLE and your certificate is automatically emailed to you within minutes and is also stored in your BHBA+ profile for easy access. Login to BHBA+ and effortlessly visualize your CLE credits, monitor deadlines, and stay ahead of your compliance requirements with our intuitive progress tracking. Stream all CLEs on your phone, tablet, and computer when and where they fit your schedule.

This program is free for members at the Sustainer or higher level and OnDemand subscribers. Economy members pay the full rate. Join first, then login to BHBA+ to access this program.

Tells us who you need and when below

Please enable JavaScript in your browser to complete this form.
Name
What type of support staff are you looking for?