AEP® and EPLS Forum
Set the Foundation, Prevent Litigation - Creating Bulletproof Estate Plans
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Active Accredited Estate Planner designees and Estate Planning Law Specialist Certificants only, please.
About the Forum
In this presentation, seasoned probate litigator, Scott E. Rahn, addresses common sources of trust and estate disputes stemming from estate planning mishaps. The presentation explores estate planning pitfalls such as complications arising form signed written memoranda, jointly used property, family and business succession, trustee selection, and other situations that can lead to disputes, providing tips for estate planning professionals to help mitigate the potential for litigation. Attendees will gain crucial insights into crafting durable plans that reduce ambiguity and preserve the legacies of their clients.
Attendees will be provided with a PowerPoint presentation.
About our Presenter
Scott E. Rahn, is the Founding Partner of RMO LLP, a trusts and estates litigation law firm based in California and Texas that represents beneficiaries, heirs, executors and trustees in contested inheritance dispute and financial elder abuse matters and families and fiduciaries in contested conservatorships and guardianships. Scott's reputation for crafting effective, real-world solutions to even the most dysfuntional disputes have earned him well-deserved recognitions, including being named to the Chambers and Partners "2024 High Net Worth Guide" in Private Wealth Disputes and a "Leading Litigator in America" by Lawdragon.
Continuing Education Credit
Attending the entire program qualifies for one hour of continuing education credit for your Accredited Estate Planner® designation.
A recording of this session will be available following the program in the private AEP® Portal.