Wills, Trusts and Probate: Pitfalls and What Practitioners Should Be Aware

The presentation will address issues practitioners should be alert to when drafting and administering wills and trusts, including beneficiary designations, fiduciary appointments, interpretation and administration of testamentary documents, and potential conflicts among beneficiaries and family members. It will also highlight common probate problems, procedural considerations, and planning oversights that can create unnecessary expense, delay, or litigation. The program is designed to provide practitioners with practical guidance and strategies for identifying and avoiding common mistakes before they become problems for clients and their families.