Planning for & Managing Difficult Beneficiaries

Difficult beneficiaries can create a long, expensive and unpleasant estate administration. From feeling slighted to simply misunderstanding the process, disgruntled beneficiaries can act out in any number of ways. Examples include inserting themselves into administration of the estate, threatening to sue or contest the will, withholding necessary information, or harassing the executor. Fortunately, many of the dynamics that lead to difficult beneficiaries can be anticipated and even avoided. In this entertaining and highly practical presentation, veteran estate mediator and litigator Charles Ticker reveals the circumstances that give rise to difficult beneficiaries and offers important planning, drafting and estate administration advice to avoid conflict and help protect the estate, other beneficiaries, and the executor from unnecessary drama and possible legal claims. Drawing on a blend of psychological research, cases from his own practice and noted celebrity estates, Charles describes typical troublesome or uncooperative beneficiary scenarios, and shares defensive planning and administration strategies to head off common and not so common beneficiary complaints. By the end of the program, you’ll be more aware of situations that contain heightened risk for difficult beneficiaries, and you’ll have new tools to successfully plan for and manage difficult beneficiaries. Don’t miss this opportunity to get practical solutions to one of the biggest challenges that estate practitioners and executors face!

Live webinar with chat includes 60 day replay. This program features real-time audio of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A.