Joseph La Ferlita and Frank Santoro will be speakers at for the STEP Long Island’s Upcoming Breakfast Meeting.
Inevitably, a professional who regularly provides estate planning guidance will face a client with questionable capacity or be involved in a case where incapacity is alleged. Unfortunately, case law provides examples of professionals either improperly closing their eyes to the obvious, or failing to employ strategies that might discourage or overcome unmeritorious claims of incapacity.
Another reality some professionals fail to appreciate is that a probate contest is not the only setting in which capacity issues are litigated; often, such litigation occurs while the client is still alive.
This lecture will explore the issue of capacity from both estate planning and litigation perspectives.
Learn more about “Planning For (And Litigating) Capacity Issues” Here.
Please rsvp by October 10, 2017