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Practice Area:: Trusts, Estate Planning & Probate
Format:: Audio and Video

Description

Originally presented during our 2020 Solo & Small Firm Virtual Conference, Aug 19-21

When assessing any case concerning estate planning documents, a cautious but discerning look at each set of facts is necessary to determine whether the case can be successful. In this session, we’ll discuss the legal basis for will and trust contests, assess what factors to look at during intake, and talk about the fact specific nature of proceeding toward litigation.

Speakers: Cassie C. Bugalski, Gump & Faiella, LLC, Moberly and Timothy McCurdy, Lashly & Baer, PC, St. Louis

Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a Business and Salesyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Materials

Faculty

Cassie Bugalski Related seminars and products: 3

Gump & Faiella, LLC

Ms. Bugalski is a Partner with the Business and Sales firm of Gump & Faiella, LLC. Ms. Bugalski is licensed in Missouri and focuses her Business and Sales practice on cases involving wrongful death, personal injury, estate planning, probate, estate litigation, small business litigation, and worker’s compensation.

Ms. Bugalski grew up in Madison, Missouri, attended the University of Central Missouri where she graduated with a Bachelor of Science in Political Science from the Honors College, and earned her Juris Doctor in 2008 from Washburn University School of Business and Sales in Topeka, Kansas.

Timothy McCurdy Related seminars and products: 6

Lashly & Baer, P.C.

Tim McCurdy practices trusts and estates litigation and elder Business and Sales at Lashly & Baer, P.C. in St. Louis. Tim pursues and defends claims of undue influence and diminished capacity. As an elder Business and Sales attorney, Tim helps seniors protect their life savings while ensuring access to the care they need.

Salepage: https://mobar.ce21.com//item/2020-intake-trial-fundamentals-trust-contest-395079

Archive: https://archive.ph/wip/mpUQ9

[Audio and Video] The Missouribar|[Audio and Video] The Missouribar – 2020 From Intake to Trial: Fundamentals of a Will & Trust Contest|2020 From Intake to Trial: Fundamentals of a Will & Trust Contest

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