Course Description/Goals:
This presentation provides estate planners with a practical framework for identifying and responding to red flags that may lead to will or trust contests. It emphasizes the attorney’s duty of competence, diligence, and ethical conduct.

Learning Objectives:
The presentation highlights the estate planner’s gatekeeping role—asking “why,” meeting privately with clients, documenting decisions, and avoiding situations that could enable undue influence or elder abuse. Guidance is provided on how to respond when capacity or undue influence issues arise, including slowing the process, involving trusted professionals, seeking medical or neuropsych evaluations, and terminating representation when necessary.