Will Contests, Trusts Contests, and What to Do When You Know an Heir Will Contest Your Documents
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Please join us
Tuesday, November 17th, 2026 from 6:00 pm - 7:30 pm
for dinner and a presentation on
Will Contests, Trusts Contests, and What to Do When You Know an Heir Will Contest Your Documents
at the Gordon Hotel
When a client anticipates that a family member will challenge their estate plan, careful drafting is only part of the solution. This presentation will explore common grounds for contesting wills and trusts and practical strategies for reducing litigation risk. Topics will include documenting capacity and independent intent, no-contest clauses, lifetime gifting, revocable trusts, and pre-mortem validation procedures.
Meagan MacBean is a subject matter expert and adjunct instructor with Cannon Financial Institute. Meagan is also an attorney practicing in the areas of trust and estate administration, wealth transfer planning, and incapacity planning. Formerly a Trust Officer and a Certified Trust Fiduciary Advisor, much of Meagan’s practice centers on advising individual and corporate trustees regarding trust administration, modification, decanting, and termination.
Meagan has written or co-written articles regarding choosing a fiduciary and the decanting and modification of existing irrevocable trusts and has also spoken on these topics. She also frequently addresses groups regarding the importance of having an estate plan.
This event is generously sponsored by Finley Davis Private Wealth

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