As the U.S. population continues to age, attorneys are increasingly confronting disputes involving diminished capacity, undue influence, and contested transfers of wealth. The growing senior population—and the significant intergenerational transfer of assets now underway—has fueled a sharp rise in fiduciary litigation, including will contests, trust disputes, guardianship proceedings, and claims involving financial exploitation of vulnerable adults.

This CLE program examines the legal and practical challenges attorneys face in fiduciary and probate litigation involving aging clients and beneficiaries. Participants will explore the evidentiary and procedural issues that frequently arise in disputes over testamentary capacity, undue influence, fiduciary misconduct, and the validity of estate planning documents. The course will also address the role of medical evidence, caregiver involvement, family dynamics, and ethical considerations that can shape both litigation strategy and case outcomes.