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
Note: This material qualifies for self-study credit only. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.
|From Intake to Trial: Fundamentals of a Will & Trust Contest (376.5 KB)||Available after Purchase|
|MOLAP Information (215 KB)||Available after Purchase|
Ms. Bugalski is a Partner with the law firm of Gump & Faiella, 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, and worker’s compensation.
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 F. McCurdy practices guardianships, fiduciary litigation, and elder law at Lashly & Baer, P.C. in St. Louis. Tim represents individuals and medical providers seeking appointment of guardians and conservators, as well as respondents. Tim has practiced in St. Louis since graduating from Notre Dame Law School in 2002.
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