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As the population ages, testamentary capacity and undue influence increasingly arise as concerns for beneficiaries of estates – often both at the same time. This webinar will consider the practical steps to take in preparing and running your case when you are dealing with these issues. It will cover obtaining medical records, advising your client, drafting pleadings, the executor’s role in capacity and influence cases, briefing expert witnesses, and costs, both during and after the case.
Presenters: Kimberly Lawrence and Kevin Lenahan