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When the Best Defense is Good Offense: Avoiding Potential Problems in Drafting Wills and Trusts

Contains material from Sep 2020

When the Best Defense is Good Offense: Avoiding Potential Problems in Drafting Wills and Trusts
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Has a client ever told you “it not complicated, I just need a simple will”? Explore some potential problems that might be avoided with careful drafting and what to do if you need to defend your client’s position. 

Includes: Video Audio Paper

  • Total Credit Hours:
  • 0.75
  • Credit Info
  • TX, CA
  • Specialization: Estate Planning and Probate Law | Tax Law
  • TX MCLE credit expires: 9/30/2024

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1. When the Best Defense is a Good Offense (Sep 2020)

Marilyn G. Miller, Hon. Michael Newman

0.75 0.00 0.00 0.75
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(mp4)
45 mins
(mp3)
45 mins
(pdf)
11 pgs
Session 1 —45 mins
0.75
When the Best Defense is a Good Offense (Sep 2020)

Has a client ever told you “it not complicated, I just need a simple will”? Explore some potential problems that might be avoided with careful drafting and what to do if you need to defend your client’s position. 

Originally presented: Jul 2020 Estate Planning, Guardianship and Elder Law Conference

Marilyn G. Miller, Marilyn G. Miller, Attorney at Law - Dripping Springs, TX
Hon. Michael Newman, Harris County Probate Court No. 2 - Houston, TX