Estate Planning and Probate Section- The Red Flags of Undue Influence- August 18th

Thursday, August 18th, 2022
Via Zoom


Undue influence occurs when an older adult is coerced, threatened, manipulated or persuaded into making changes to their estate plan that they wouldn’t make if it weren’t for the undue influence. The perpetrator can be a family member, new romantic interest, caregiver, professional, or a friend. The undue influence is often not recognized until after the victim has died and the will is read.

Undue influence is not an event; rather, it is a psychological process that usually occurs behind closed doors. What are some of the red flags that might alert an attorney to the possibility of undue influence while the client is in the office?

This presentation will focus on what to look for when the client is present and what kinds of questions to ask and steps you can take if you suspect undue influence.

Presenter: Nancy Hoffman, PsyD., Geriatric Neuropsychologist

Cost: $20 for SMCBA Estate Planning & Probate Section members, $30 for non-members. Cost includes 1.0 hour of General Law MCLE credit and Legal Specialization Credit.

Registration and Information: Please click on the button below to register for this event. If you wish to pay by check, please still register online first and send your check payable to SMCBA, to: 333 Bradford St., Ste. 150, Redwood City, CA 94063. Attn: Events. *Please note for which event you are paying and the name of the attendee.

Logistics: Your Zoom credentials will automatically be emailed to you shortly after you register online, as well as the day and hour before the event. Please note that you’ll need to be logged into a Zoom account to join the webinar. The written materials for the webinar will be emailed to attendees the morning of the event. 

Contact Info for this Event: For questions about this event, please email or fax (510) 588-4543.

Cancellations must be received at least 48 hours prior to the event for a full refund of the registration fee. If you do not cancel within 48 hours or do not show up to the event, you will be charged the full amount.