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Recent Changes in Testamentary Capacity Rules
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Recent Changes in Testamentary Capacity Rules

The SCCBA Estate Planning Section presents an MCLE Seminar:

When: June 13, 2016
Where: SCCBA Seminar & Conference Center
31 North Second Street, 4th Floor
San Jose, California  95113
United States
Presenter: Estate Planning Section
Contact: SCCBA

Online registration is closed.
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Estate planners and litigators face new challenges in light of recent developments in case law and statutory changes affecting the law of testamentary capacity. Gone are the simple rules that estate planners have used for their entire career; in are new rules that challenge even the most experienced lawyers.

This program will address evidencing and demonstrating a testator’s/settlor’s capacity to make, amend or revoke estate planning instruments. The panel will walk you through the new rules and how to apply them at every stage of the process from drafting to a contest.

Specific topics include:

  • developing a record,
  • anticipating a capacity contest,
  • working with experts,
  • taking useful depositions,
  • and effectively examining lay and expert witnesses at trial. 
Pricing: (INcludes lunch)
SCCBA Member: $89  
SCCBA New Admittee:
(Under 5 years in practice)
Non-Member Event Attendee: $129  
Honorary: $29  
 Attend Online
SCCBA Member: $95
Non-Member Event Attendee: $135
Registration: 11:30am
Program: 12:00pm - 2:00pm

2.0 General Substantive Law




Hon. Elaine Rushing (Ret.),

Jonathan Canick, PhD,
Assistant Clinical Professor, University of California, San Francisco

Walter C. Cook, Esq.,
Law Office of Walter C. Cook 

Ronald P. Wargo II, Esq.,
Friedemann Goldberg 



For your convenience this program is also being offered via Live Webcast.

Please register for either the in person seminar or the live webcast, which have separate pricing levels. Registering for the live webcast requires an InReach account which is separate from your SCCBA account. If you require assistance, please contact InReach at 1-877-880-1335.

Parking is available just across the street from the SCCBA at the 3rd Street Parking Garage located between E. Santa Clara Street and St. John Street (SCCBA does not validate). 

Cancellations and refunds will be accepted only 48 hours prior to the event.  


PLEASE NOTE: Registration fees must be paid prior to the program, or at the program check in. SCCBA will no longer invoice attendees for payment subsequent to the program. Cash, Credit Card, and Check accepted. 

*All seminar materials will be distributed to pre-registrants via email. We will not provide hard copies. If you would like a hard copy of the materials we will provide upon request for a fee o
f $25.00.  

*State Bar of California Approved MCLE: The Santa Clara County Bar Association is a State Bar of California approved MCLE provider.   This program is approved for California MCLE credit.

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