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Common Pitfalls in Estate Planning and How to Avoid Them

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FREE FOR BHBA MEMBERS

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Credit Details
Credit Hours:
1.00
Specialty Area:
Estate Planning, Trust and Probate Law
Credit Type:
General
Original Air Date:
October 25, 2022
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

This program discusses provisions of estate planning documents that we see most often litigated and considerations as to how to address these issues so as to minimize the potential for litigation in the future.

Meet the Speakers
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Lindsey F. Munyer

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Partner at Keystone Law Group

Lindsey F. Munyer, a Partner at Keystone Law Group, P.C., is a Certified Specialist in Estate Planning, Trust & Probate Law (State Bar of California, Board of Legal Specialization), and has an LL.M. in Taxation. Lindsey has experience litigating trust and estate matters, and is adept at handling all stages of litigation, including discovery, mediation, law and motion and trials, as well as representing fiduciaries in the administration of estates and trusts. Lindsey has represented clients in a range of capacities including as trustees, beneficiaries, executors, creditors, heirs, and conservators, in all manner of disputes, and for estates valued in the tens of millions of dollars. Lindsey also has a background in tax planning and tax controversy. While working towards her LL.M., Lindsey interned with the I.R.S. Office of Chief Counsel, where she successfully argued a tax deficiency case in Tax Court.

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