Capacity Issues in Trusts & Estates (1.0 General Participatory Credit & Estate Planning Specialization Applies)

Published by San Diego County Bar Association


Handouts for this program can be downloaded by clicking on the "Other Resources" tab in the video player.

The speakers will discuss issues of capacity and undue influence in the context of trusts and estate from the perspective of an estate planner and a litigator.

Topics to be discussed: 1. Capacity 2. Undue influence 3. Estate planning and litigation involving the above issues

Credit information:
California Legal Specialization Education in Estate Planning, Trust and Probate Law: Includes Estate Planning 0.5 & Contested Litigation Regarding 0.5 (total Hours 1.0 Estate Specialization Credit)

Nancy Kaupp Ewin, Esq.
Nancy Kaupp Ewin has practiced law exclusively in the areas of estate planning, trusts, wills, powers of attorney, conservatorship, probate, trust administration, elder law, and Medi-Cal planning since 1982. She maintains a private practice in La...More
Jeremiah J. Moffit, Esq.
Partner - withersworldwide
Jeremy is a partner in the trust and estate litigation team at withersworldwide.

He focuses on trust, estate and fiduciary related litigation. He represents clients in litigation and administration matters, including trust administrations,...More

Originally Published

June 24, 2014

Program Titles and Supporting Materials

This program contains the following components:

  • Capacity Issues in Trusts & Estates - Video
  • Capacity Issues in Trusts & Estates - Audio
  • Capacity Issues in Trusts & Estates - Slides
  • Capacity Issues in Trusts & Estates - Handout

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

Click on jurisdiction for specific details

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Bundles Available

This program is also offered in the following bundles:

2017 - Best of Estate/Probate Bundle

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