"Determining Testamentary Capacity in California After the Lintz and Andersen Cases: A Perplexing Task""
CLE Webinar
"Determining Testamentary Capacity in California After the
Lintz and Andersen Cases: A Perplexing Task"
Presenter: Francis Burton Doyle, Esq.
CLE: 1.5 (includes 1.5 legal ethics)
Course Description:
This 90-minute CLE webinar examines several complex topics that will educate you about these judgments regarding capacity, you will:
- Learn about the new rulings with the California Appellate cases: Lintz v. Lintz (2014) 222 Cal. App. 4th 1346 and Andersen v. Hunt (2011) 196 Cal. App. 4th 722 have made determining testamentary capacity a very complicated and confusing matter
- Learn how to analyze both the statutory rulings that are set forth in Probate Section §6100.5 vs. California Probate Code 810 et seq
- Learn about the attorney's role and responsibility in ascertaining testamentary capacity under California Law
- Learn when it is critical to engage other professionals such as:
- Neurologists (specialists in disorders of the brain and nervous system)
- Geriatric psychologists (diagnose and treat a wide range of mental health problems specializing in the physical illnesses and disabilities of old age)
- Geriatric psychiatrists and social workers
The issue of capacity is embedded in every estate planning document. Our webinar teaches practitioners how to effectively deal with the complex and conflicting rules governing testamentary capacity in executing various estate planning documents. In addition, our webinar discusses the important guideposts to consider for both challenging and defending estate plans where testamentary capacity comes into question. Our presentation also includes a case study to demonstrate how to navigate each of these challenging areas.
This CLE Legal Training Package includes the following:
1) A Video Recording (MP4-immediate download) of the Live Course Session
2) A PDF/immediate download of the PowerPoint slides which were reviewed and discussed in the
Live Course Session
3) A PDF/immediate download of the Comprehensive eStudy Guide of course materials and/or forms
which also includes the CLE Course Evaluation and CLE Certificate of Attendance
Attention Attorneys, Trust Administrators, Financial Planners, Fiduciaries,
CPAs and Other Wealth Planning Professionals
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Your CLE Instructor
Francis Burton Doyle, Esq., Founder of WealthPLAN
Attorney and founder of WealthPLAN, Frank Doyle brings over 30 years of experience in tax, estate planning, probate and trust administration. He is a Member of the State Bar of California and is certified by the California State Bar as a Certified Legal Specialist in Taxation Law and Probate, Estate Planning and Trust Law.
Frank is the co-founder of the Advanced Legal Training Institute and he is a frequent lecturer for the California Continuing Education of the Bar (CEB), National Business Institute (NBI) and Lorman Educational Seminars. He is a Professor of Law at Lincoln University School of Law where he teaches Real Property, Wills and Trusts and is a member of the Academic Standards Committee. In addition, Frank has recently received a Martindale-Hubbell® rating of AV®, which is the highest rating a lawyer can receive.
Mr. Doyle is a Member of the Board of Directors of the Santa Clara County Estate Planning Council and the Executive Board of the Silicon Valley Bar Association. He is the past president, Santa Clara County Estate Planning Council and the past chair of the Planning Committee for the annual Jerry A. Kasner Estate Planning Symposium at Santa Clara University, School of Law. Frank Doyle received his B. A. degree from Santa Clara University, his J. D. degree from the University of San Francisco Law School, and his M. S. in Taxation from Golden Gate University. Prior to founding WealthPLAN, Mr. Doyle was a shareholder at a large San Jose law firm where he specialized in tax and estate planning, trust administration and trust litigation.
CLE Webinar Curriculum
Frequently Asked Questions
A note from our presenter:
My name is Frank Doyle; I have been working in this area of law for over thirty years…. I am a member of the State Bar of California and certified by the Cal Bar as a specialist in Taxation Law and Probate, Estate Planning and Trust Administration. I am also an educator and I enjoy teaching and sharing the stories of the challenging legal conundrums that I have solved in my estate planning practice over the years. My goal as an educator and professor of law is to provide not only the critical legal analysis required in today's ever-changing legal environment but also the case studies, examples, drafting forms and more to help the participant (you) to understand each topic we cover.
Advanced Legal Training Institute offers...
Customized Onsite Legal Seminars & Training (MCLE) | Legal Consulting & Coaching | Speaking & Client Support Services
© Copyright 2006-2019. Advanced Legal Training Institute. All Rights Reserved.