Recent Changes in Testamentary Capacity Rules: From Drafting Through Trial

Recent Changes in Testamentary Capacity Rules: From Drafting Through Trial
Presented By: Alameda County Bar Association

Event Recent Changes in Testamentary Capacity Rules: From Drafting Through Trial
Date/Time Tuesday, June 21, 2016
  • 4:30 pm – 7:30 pm PST
Location Alameda County Bar Association
1000 Broadway
Suite 480
Oakland CA, 94607
JAMS Speaker Hon. Elaine Rushing (Ret.)
  • Recent Changes in Testamentary Capacity Rules
    Tuesday, June 21, 2016 | 4:30 pm – 7:30 pm PST

    Estate planners and litigators face new challenges in light of recent developments in case law and statutory changes affecting the law of testamentary capacity. Gone are the simple rules that estate planners have used for their entire career. In are new rules that challenge even the most experienced lawyers.

    This program will address evidencing and demonstrating a testator’s/settlor’s capacity to make, amend or revoke estate planning instruments. The panel will walk you through the new rules and how to apply them at every stage of the process from drafting to a contest. Specific topics include developing a record, anticipating a capacity contest, working with experts, taking useful depositions, and effectively examining lay and expert witnesses at trial.
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