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Webinar

2020 From Intake to Trial: Fundamentals of a Will & Trust Contest


Total Credits: 1.0 MCLE, 1.0 Kansas Credit

Practice Area:
Trusts, Estate Planning & Probate
Format:
Audio and Video

Dates


Description

Originally presented during our 2020 Solo & Small Firm Virtual Conference, Aug 19-21

When assessing any case concerning estate planning documents, a cautious but discerning look at each set of facts is necessary to determine whether the case can be successful. In this session, we’ll discuss the legal basis for will and trust contests, assess what factors to look at during intake, and talk about the fact specific nature of proceeding toward litigation.

Speakers: Cassie C. Bugalski, Gump & Faiella, LLC, Moberly and Timothy McCurdy, Lashly & Baer, PC, St. Louis

Moderator:
MAR 10 | Ryan E. NealCrowder & Scoggins Ltd., St. Louis
JUN 15 | Timothy McCurdy

Materials

Speaker

Cassie Bugalski's Profile

Cassie Bugalski Related Seminars and Products

Gump, Faiella & Bugalski, LLC


Ms. Bugalski is the Managing Member of the law firm of Gump, Faiella, & Bugalski, LLC.  Ms. Bugalski is licensed in Missouri and focuses her law practice on cases involving wrongful death, personal injury, estate planning, probate, estate litigation, small business litigation, worker’s compensation and family law.

Ms. Bugalski grew up in Madison, Missouri, attended the University of Central Missouri where she graduated with a Bachelor of Science in Political Science from the Honors College, and earned her Juris Doctor in 2008 from Washburn University School of Law in Topeka, Kansas.  

 


Timothy McCurdy's Profile

Timothy McCurdy Related Seminars and Products

The McCurdy Law Firm, LLC


Tim McCurdy is Of Counsel at the firm. Tim grew up on a farm in Southwest Iowa. After obtaining his law degree from the University of Notre Dame, Tim moved to St. Louis to “watch a few Cardinals games” before returning to Iowa. Tim met his now wife and his plans quickly changed – Tim has called St. Louis home for more than twenty years.

Throughout Tim’s legal career, he has helped clients protect their rights in lawsuits throughout the country. After watching a loved one suffer from Alzheimer’s disease, Tim developed a passion for elder law. Tim’s practice now combines his more than twenty years of litigation experience with an in-depth knowledge of estate planning and probate.

Tim devotes his practice to helping families navigate disputes involving estate plans and probate administration. Tim’s trusts and estates litigation practice includes trust and will contests, the removal of fiduciaries, demands for accountings, and contested guardianships. Tim is also frequently appointed by probate judges to represent individuals facing guardianship petitions, and as a court-appointed fiduciary.

Tim also helps families protect their life savings while ensuring access to the health care they need through Medicaid and special needs planning. Tim’s elder law practice also includes helping families develop estate plans to avoid probate and to protect against future challenges to their estate plan.

Tim lives in Chesterfield with his wife, two sons, and two dogs. Outside of the office you can likely find Tim in the stands at a hockey rink or a theater cheering on his sons.


Cancellation Policy

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