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23 & Me: The Downside of Sharing Your DNA
Contains material from Jan 2023
23 & Me: The Downside of Sharing Your DNA
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With the proliferation of Ancestory.com and 23 & Me, people are more curious than ever before about their biological family members, both living and deceased. For people of significant wealth, this can cause problems if someone “out of the blue” claims a right to wealth or inheritance. Using lessons learned from an actual case, this presentation provides tips and best practices for drafting a will and trust to avoid problems, outlines what happens if someone, particularly a high-net-worth individual, dies with or without a trust or will, and describes the expense, both monetarily and relationally, involved in fighting this type of claim.
Includes: Video Audio Slides
- Total Credit Hours:
- 0.75
- Credit Info
- TX, CA
- Specialization: Estate Planning and Probate Law | Tax Law
- TX MCLE credit expires: 2/28/2025
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23 & Me: The Downside of Sharing Your DNA (Jan 2023)
Gregory W. Sampson
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Session 1
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23 & Me: The Downside of Sharing Your DNA (Jan 2023)
With the proliferation of Ancestory.com and 23 & Me, people are more curious than ever before about their biological family members, both living and deceased. For people of significant wealth, this can cause problems if someone “out of the blue” claims a right to wealth or inheritance. Using lessons learned from an actual case, this presentation provides tips and best practices for drafting a will and trust to avoid problems, outlines what happens if someone, particularly a high-net-worth individual, dies with or without a trust or will, and describes the expense, both monetarily and relationally, involved in fighting this type of claim.
Originally presented: Dec 2022 Estate Planning Workshop
Gregory W. Sampson,
Gray Reed - Dallas, TX