2020 From Intake to Trial: Fundamentals of a Will & Trust Contest

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Originally presented during our 2020 Solo & Small Firm Virtual Conference, Aug 19-21

When assessing any case concerning estate planning documents, a cautious but discerning look at each set of facts is necessary to determine whether the case can be successful. In this session, we’ll discuss the legal basis for will and trust contests, assess what factors to look at during intake, and talk about the fact specific nature of proceeding toward litigation.

Speakers: Cassie C. Bugalski, Gump & Faiella, LLC, Moberly and Timothy McCurdy, Lashly & Baer, PC, St. Louis

Moderator:

MAR 10 | Ryan E. Neal, Crowder & Scoggins Ltd., St. Louis

JUN 15 | Timothy McCurdy

Gump & Faiella, LLC

Ms. Bugalski is a Partner with the law firm of Gump & Faiella, LLC. Ms. Bugalski is licensed in Missouri and focuses her law practice on cases involving wrongful death, personal injury, estate planning, probate, estate litigation, small business litigation, and worker’s compensation.

Ms. Bugalski grew up in Madison, Missouri, attended the University of Central Missouri where she graduated with a Bachelor of Science in Political Science from the Honors College, and earned her Juris Doctor in 2008 from Washburn University School of Law in Topeka, Kansas.

Timothy McCurdyRelated seminars and products: 6

Lashly & Baer, P.C.

Tim McCurdy practices trusts and estates litigation and elder law at Lashly & Baer, P.C. in St. Louis. Tim pursues and defends claims of undue influence and diminished capacity. As an elder law attorney, Tim helps seniors protect their life savings while ensuring access to the care they need.

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