"Undue Influence: Will You Know It When You See It?"
BRING A GUEST FOR FREE TO THE JANUARY MEETING: To introduce more estate planning professionals to our council and allow them to experience one of our high-quality luncheon programs, current PEPC members are invited to bring a NON-MEMBER guest to the January luncheon program at NO CHARGE. We encourage all members to bring a colleague who would be a potential new member of the PEPC. Please take advantage of this opportunity to add to the pool of estate planning professionals that make up PEPC's membership. When registering for the meeting through the PEPC website, you will have the option to add a guest to your registration at no charge.
COFFEE MEET AND GREET: The PEPC organized a meet and greet coffee station prior to our luncheon program. It will be located in the Farragut Room from 11:30 a.m.-12:00 p.m. All meeting attendees are welcome to join!
11:30 a.m. - 12:00 p.m. Coffee Meet & Greet
11:45 - 12:00 p.m. Registration
12:00 - 1:45 p.m. Luncheon & Program
This program will explore a subject vital to all professionals who deal with estates, trusts, gifts, and the elderly: how to ascertain when undue influence is occurring, and the facts needed prove it. The presentation will include fact patterns for different scenarios and explain how the evidence presented impacts these cases. The materials will provide detailed analyses of law and facts about the case studies from multiple jurisdictions. Attendees will come away more equipped to deal with the increasing, challenging – yet often overlooked – problem of undue influence.
Steven K. Mignogna, Esq. is a partner with Archer & Greiner and serves as both the Co-Chair of the firm’s Estates and Trusts Group and Chair of the Estate and Trust Litigation Group. Steve specializes in commercial litigation, including litigation involving probate matters, estates, trusts, gifts, fiduciaries, guardianships, and real estate, handling cases in the state and federal courts, at both the trial and appellate levels. Representing both institutions and individuals, Steve’s clients include banks, corporate fiduciaries, investment companies, educational and charitable institutions, and real estate firms, as well as beneficiaries of estates and trusts, executors, trustees, guardians, incapacitated persons, surviving spouses, and persons having an interest in real estate.
Kelly Preteroti, Esq. is a skilled and aggressive litigator at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC, who regularly represents corporate and individual fiduciaries and beneficiaries in trust and estate-related disputes.
Ms. Preteroti has a national fiduciary litigation practice, handling matters throughout the Firm's footprint. Fiduciary disputes typically arise between individuals or financial institutions acting in a fiduciary capacity (such as a trustee or personal representative) and beneficiaries of a trust or estate. Ms. Preteroti is well-versed in trust and estate law and the nuances of litigating these matters in all venues, which vary from state to state.