Murtaugh LLP partner Ben Schwefel co-hosts the latest episode of Trust Me, the podcast produced by the Trusts and Estates Law Section of the California Lawyers Association.
The episode, “Bulletproofing the Estate Plan: Creating a Record That Survives Scrutiny,” brings Ben together with co-host Jeff Loew and guest Hon Gerald G. Johnston (Ret.), who served more than 24 years on the Orange County Superior Court, including nearly a decade as supervising judge of its Probate and Mental Health Division.
They approach estate planning through a litigator’s lens: how to build a contemporaneous record today so a file can withstand scrutiny years later, once relationships have fractured and memories have faded. The discussion covers the red flags that predict a future capacity or undue influence claim, why an attorney’s file notes can carry more weight than the estate document itself, the risks hiding in videotaped signings, and how to handle remote contingencies without creating accidental intestacy.
Listen here: https://lnkd.in/eHBYvtbR
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