Defensive Estate Planning
Wednesday, June 10, 2026 | 1:00 pm - 2:30 pm
Format: Webinar
Description:
This program offers practical guidance on defensive estate planning strategies designed to help clients minimize risk, protect their intentions, and avoid costly estate and guardianship litigation.
Who Should Attend: This program is best suited for professionals who advise clients on estate, wealth, and family-related planning, who want practical, litigation-avoidance strategies they can implement proactively to protect client intent and reduce the risk of future disputes, including:
Estate planning and probate attorneys
Trust and elder law attorneys
Family law attorneys who encounter guardianship or capacity disputes
Financial advisors and wealth managers involved in legacy planning
CPAs and tax professionals working with high-net-worth or complex family situations
Trust officers and fiduciaries
Professionals advising aging clients or families concerned about incapacity, guardianship, or contested estates
Litigators, helping them spot issues in estate and guardianship litigations
Click Here to View Program Agenda & Faculty
CLE Credit:
New York: 1.0 Professional Practice
New Jersey: 1.2 General
California: 1.0 General
Pennsylvania: 1.0 General
Connecticut: Available to Licensed Attorneys
Program Fee:
$99 for Members | $199 for Nonmembers
Small Law Firm: $79 for Members
Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2024-2026), In-House/Corporate Counsel, Judges, and attorneys who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.
*For New York Newly Admitted Attorneys: Skills credits completed after December 31, 2025, must be completed in the traditional live classroom setting or by fully interactive videoconference. City Bar Webinar programs are not considered a fully interactive videoconference. Please see the CLE Format Requirements for Newly Admitted Attorneys for additional information.
For New York Attorneys: This program is a transitional/non-transitional course.
Program Instructors:
Bret Cahn | Farrell Fritz
Regina Kiperman | RK Law PC
Sponsoring Association Committee:
Estates, Trusts & Surrogate’s Court | Brian P. Corrigan, Chair
Information about our Financial Aid Policy and Application can be found here.