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Self-Study

2022 The Will Contest Meets the 21st Century: Challenging Non-Probate Transfers


Total Credits: 1.0 Self Study



Description

Recording available after original program date, 10/4/2022

Missouri law for will and trust contests is well-established.  But what about non-probate transfers?  As non-probate transfers become increasingly common, entire estates can pass to beneficiaries without a probate estate ever being opened or a trust being used.  As a result, challenging non-probate transfers is becoming an important part of fiduciary litigation.  This seminar will discuss the tools available to challenge non-probate transfers, and steps planners can use to try to protect against such challenges.
 
Topics discussed during this seminar will include the following:
 
•    The legal requirements for different types of non-probate transfers;
•    Potential grounds for challenging the validity of non-probate transfers;
•    Causes of action and remedies for challenging non-probate transfers;
•    Transfers in fraud of marital rights; and
•    Strategies for protecting non-probate transfers from later challenges.

Speaker: 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.

Faculty

Timothy McCurdy's Profile

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Mitchell, Brown & Associates, L.L.C.


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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