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Disinheriting a Spouse, Child or Family Member

Learn how to use necessary safeguards to effectively draft documents that disinherit family members. Drafting estate planning documents that severely curtail a family member's interest in an estate or trust or fully disinherits a family member is a balancing act. The family member(s) affected usually will contest these provisions, especially if they were not aware that they were treated differently than anticipated. Family members typically affected are spouses and children where the emotional impact of such provisions can be quite high. This topic seeks to demonstrate how to approach the drafting of disinheritance or limitation provisions while also seeking to mitigate litigation risk.


Runtime: 94 minutes
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Documenting Safeguards

  • Determining Testamentary Capacity
  • Addressing Undue Influence and Conflicts of Interest
  • Witnesses and Formal Execution of Documents
  • Videotaping - Helpful or Harmful
  • No Contest Clauses - and Validity
  • Type of Documentation
  • How to Handle Last Minute Changes

Handling Specific Situations

  • Spouses

- Premarital Agreements

- Children From Prior Marriage

  • Children

- Relationship Status

- Wealth Differences

- Business Acumen Differences

  • Alcohol or Drugs
  • Mental Health and Disability
  • Incentive Trusts

Other Issues

Statutory Issues

  • Spouses
  • Others
  • Probate vs. Non-Probate Assets
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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Philip J. Tortorich

Philip J. Tortorich

Actuate Law LLC

  • Head of Katten Muchin Rosenman LLP's captive insurance practice
  • Advises wealthy individuals and closely held companies on the creation and management of captive insurance programs, as well as tax and estate planning matters
  • Has worked in the captive insurance space for more than a decade and is one of only a few attorneys who handle both the income tax and estate and gift tax aspects of captive insurance programs for closely held middle market businesses
  • Much of his work involves consulting with clients on the tax efficient structuring of corporate entities including C corporations, S corporations, limited liability companies, limited partnerships and hybrid-type entities
  • Assists clients in designing onshore and offshore trusts that minimize their exposure to gift taxation and in structuring family investment companies that fit their specific circumstances and trust and estate plans
  • J.D. degree, Loyola University Chicago School of Law; B.A. degree, Loyola University Chicago
  • Can be contacted at 312-902-5643 or [email protected]
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Why Lorman?

Over 31 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 400248
Published 2017
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