Thought Leader Series: Best Practices for Preserving Testamentary Intent in Wealth Transfers
Tuesday, August 25, 2020, 1:00 PM - 2:00 PM, ET
Presenter: Mary E. Vandenack, JD

This course is designed to help estate planners understand best practices to ensure that client testamentary intent is achieved. Clients may be subject to various forms of interference with their goals via undue influence, tortious interference with testamentary intent, elder abuse, breach of fiduciary duty, and contractual interference. Attorneys can engage in various strategies during estate planning to reduce the risk of such interference. Best practices include clarifying and documenting client objectives, being alert to situations that may give rise to interference, and coordinating all assets, particularly contractual assets.


  • Participants should be able to identify and understand tortious interference with testamentary intent and various forms of interference that may result in frustrating the intentions of a client.
  • Participants should understand what situations and what types of assets create the most potential for interference to occur.
  • Participants should understand best practices for implementing an estate plan and coordinating assets in a manner that can reduce the potential for interference.


1.0 credits
States Pre-Approved: AR, CA, ME, MO, NJ, NY, OH, OK, PA, TX, VT (AK, AZ, CT, NH eligible to claim credit)
States Pending Approval: FL, GA, IL, KS, NC, UT, VA

1.0 credits pending (National CFP Board)

CPE (Taxes):
NASBA Delivery Method: Group Internet-Based. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits are based on a 50-minute hour. NASBA Sponsor ID 108255; and TX Board Public Accountacy Provider ID 9610. CPAs, please self-report to your state board of accountancy.

Program Knowledge Level: Intermediate
Delivery Method: Group Internet-Based
Recommended CPE Credit: 1.0 
Field of Study: Taxes
Prerequisites: JD
Advance Preparation: JD, CPA, or CFP
Review Date: 8/11/2020

WealthCounsel LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBA Sponsor ID 108255. We have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE program. Texas State Board Sponsor ID 9610.

In order to be awarded the full credit hours, you must be present during the entire program.

For information on refunds, concerns, and program cancellation policies, please contact our offices at 888-659-4069, ext 818 or