Sandra D. Glazier, a principal of the Lipson Neilson P.C. law firm, will co-present with Thomas M. Dixon a webinar entitled, “Undue Influence: What Every Estate Planner Should Know”.
Approved for Continuing Legal Education (CLE) credits by the State Bar Associations in 34 states, as well as the U.S. Internal Revenue Service for its agents, this live webinar will be held on November 15, 2017, from 1:00pm-2:30pm. Click here to register.
Due in part to the rapid growth of our country’s aging population, many adults are falling prey to the undue influence of others. Undue influence is (intentional or unintentional) conduct that supplants the will and the true intentions of the vulnerable adult with the will of the ‘trusted’ perpetrator.
Undue influence is usually not a single event; rather, it is a process which is generally conducted in secret and therefore must be proved by circumstantial evidence. If lawyers or other professionals engaged in the estate planning process fail to understand and recognize undue influence and to adhere to practices that could be utilized during the planning process for a vulnerable adult, these professionals may well find themselves on the wrong side of a contest proceeding or otherwise unable to defend the independence and validity of a client’s estate plan. In such instances, the failure to take simple precautions and adequately document the process utilized to assess capacity and the absence of undue influence may well undercut the ability to defend the plan.
This webinar is intended to educate the audience on the basics of undue influence and address issues that can arise during the litigation of such claims. The information will assist practitioners in identifying vulnerabilities and many of the indicia or ‘red flags’ of undue influence.
It will also provide insight into actions which estate planners might engage that could result in protection of the plan. This content will also provide a greater understanding of many of the ins and outs of undue influence contests.
An attorney for more than 35 years, Ms. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases she works on tend to be very complex and require technical as well as legal expertise. Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings. An AV Preeminent® rated attorney, she has also been recognized by “Super Lawyers” in probate litigation and a “Top Lawyer” by DBusiness, in the areas of probate, estate and family law.
Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wayne County Probate Court appointed attorney training, Wilmington Trust’s New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has also taught “Valuation for Federal, Estate and Gift Tax Purposes” in a Masters level course.
Contact: Sandra D. Glazier