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TABLE OF CONTENTS
Capacity and Undue Inﬂuence Planning
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Abigail Amber Andersen Andrea APPLICABLE LAW apply assume attorneys Berkshire Hathaway Brittany Carlota challenge charitable clause client comity statute COMPLETED THE EXERCISE context contingent beneficiary court create creditors cy pres doctrine descendants DESCRIPTION OF EXERCISE DIFFICULTY 1—5 document donee’s Dressler eBook elective share Emilia estate plan estate planner estate tax ESTIMATED TIME REQUIRED execution Executor exercise the power gift give Heidi heirs Hellstrom identify income beneficiary intestacy issue joint tenancy Julia language necessary lawyer LEVEL OF DIFFICULTY LexisNexis Web Course Maryanne mediation negotiation niece nonprobate assets PARTICIPANTS NEEDED parties power of appointment prenuptial agreement probate process PROCEED professor REFERENCES Additional resources remainder resources are available ROLE IN EXERCISE Rosa SAMPLE DRAFT settlor share siblings SKILLS INVOLVED spouse state’s laws survive Task testamentary capacity testator’s Trixie trust assets trustee’s Trusts and Estates Understanding Trusts undue influence Uniform Probate Code valid wants witnesses