Lipson Neilson Attorney Sandra D. Glazier has been selected by Trusts & Estates Magazine, the WealthManagement.com Journal for estate-planning professionals, to co-present with Thomas M. Dixon, in a webinar titled, “Confronting Undue Influence in Your Practice.” This free webinar will be Wednesday, October 18, 2017, at 2:00 pm EDT.
To register, please visit www.wealthmanagement.com/webinars/confronting-undue-influence-your-practice.
Individuals with estates both large and small can be susceptible to undue influence, which is becoming more prevalent as the basis for attacking estate-planning documents. As our population ages and becomes more vulnerable, the risk of undue influence being exerted increases. Accordingly, it’s increasingly important for attorneys to understand and identify vulnerabilities and the indicia of undue influence. This task becomes critical:
1. During the initial representation phase, in understanding the issue of competency versus undue influence.
2. In the drafting phase, in recommending options and practices to protect the integrity of an estate plan.
3. After death, in being conversant with the ins and outs of litigating undue influence cases.
This webinar will help planning professionals understand undue influence, identify important factors that might give rise to a claim of undue influence, suggest strategies to enhance enforceability of estate-planning documents and recommend tips for litigating undue influence cases.
An attorney for more than 35 years, Ms. Glazier is known for her expertise and successful track record in probate litigation, estate planning, trust and estate administration, and family law matters. The cases she works on tend to be very complex and require technical as well as legal expertise. Ms. Glazier has represented contestants and proponents of estate planning documents, as well as fiduciaries, in significant trust litigation proceedings.
An AV Preeminent® rated attorney, Ms. Glazier has had numerous articles published by some of the legal industry’s leading publications. In addition, she has presented on estate planning and probate litigation related topics for the American Bar Association, Notre Dame Tax and Estate Planning Institute, Kansas City Estate Planning Symposium, Michigan’s Institute of Continuing Education, Oakland County Bar Association, Wilmington Trust’s New York Trust Symposium and the Bloomberg BNA Estate and Gift Tax Advisory Board. She has taught "Valuation for Federal, Estate and Gift Tax Purposes" in a Masters level course. Ms. Glazier is a principal of Lipson, Neilson, Cole, Seltzer, Garin, P.C.