Show navigation

Report

63 Pages
  • 63 Pages

What Every Estate Planner Should Know About Undue Influence

 

Recognizing it, insulating and planning against it, and litigating it.

From a clinical vs. legal perspective, it has been found that the more risk factors of undue influence that are found to exist, the more likely it is that undue influence is occurring or has occurred. This white paper will focus on undue influence from three primary perspectives - the legal perspective, the litigation perspective, and the estate planner’s perspective.

Download Report

More Program Information

What Every Estate Planner Should Know About Undue Influence

Agenda

Download Report

More Program Information

What Every Estate Planner Should Know About Undue Influence

Faculty

Sandra D. Glazier, Esq.

Sandra D. Glazier, Esq.

Lipson Neilson Cole Seltzer & Garin PC

  • Shareholder with Lipson, Neilson, Cole, Seltzer & Garin PC
  • Concentrates practices in estate planning, estate and trust administration, probate litigation, pre and post nuptial agreements, and high net worth divorce
  • Past chairperson of the Oakland County Bar Assn’s (OCBA) Probate (2015-16) and Family Court (1998-99) Committees
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, Wayne State University; B.A. degree, with high distinction, Wayne State University
  • Can be contacted at 248-593-5000 or [email protected]

Sandy and Tom have each published articles and given presentations on undue influence for: Bloomberg BNA; Trust & Estates Magazine; ABA; Notre Dame Tax and Estate Planning Institute; Kansas City Estate Planning Symposium; Michigan Institute of Continuing Education; OCBA Probate Committee; Wayne County Probate Court Appointed Lawyer’s Training Program; Wilmington Trust’s New York Estate Planners Symposium; State Bar of Michigan Probate and Estate Planning Journal

Thomas M. Dixon, Esq.

Thomas M. Dixon, Esq.

Clark Hill PLC

  • Partner with Clark Hill PLC practicing out of its Detroit, Michigan office
  • Trial lawyer and heads Clark Hill’s Litigation Practice Group firm-wide
  • Specializes in will, trust, estate and probate litigation involving claims of undue influence, lack of testamentary capacity, fraud, and duress
  • Achieved the highest rating with Martindale-Hubbell Law Directory
  • J.D. degree, Notre Dame University; B.G.S. degree, University of Michigan
  • Can be contacted at 313-965-8587
Download Report

More Program Information

What Every Estate Planner Should Know About Undue Influence

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products for one year
$699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.