Is a Rose by any Other Name Still a Rose? When is a Document Valid as a Will?

A person’s most important last wish after their death often concerns how they want their assets to be distributed. Yet, this often becomes a topic of litigation. With the ability to determine your dispositions through numerous vehicles, including a will, an inter vivos trust, a direct beneficiary designation, a joint tenancy, and other arrangements, the true and enforceable last wish of a person can be controversial.

This session will discuss how courts view a person’s testamentary intentions, which instruments will be enforced and which will not, along with the consequences when a document or arrangement is not recognized. This information will help people make effective estate plans and understand the consequences when a plan is not valid.

Join Alex, David and Helen on October 24th as they delve into these issues in depth and answer your questions about how courts determine a person’s testamentary wishes and what wishes are enforced and what wishes may be ignored.

Register now to secure your spot and take the first step towards a more secure estate plan.

Agenda

• 12:00 pm - 1:00 pm ET Webinar and Q&A
  • 9:00 am - 10:00 am PT
  • 10:00 am - 11:00 am MT

Cost

This webinar is complimentary

Materials and Webinar Recording: If you are unable to attend the webinar but wish to receive the materials and webinar recording after, please click the "Materials and Webinar Recording" option at bottom of this page.