On The Mark with Howard Mark Rubin, Episode 34

In this episode of On The Mark, Howard Mark Rubin speaks with Alison Besunder, Equity Partner and Chair of the Trusts & Estates Planning, Administration, and Guardianship and Fiduciary Litigation Groups at Goetz Platzer.

Tune in to the episode to hear about:

* An outline of Alison’s practice, encompassing estate planning, trust/estate administration, probate contests, and Article 81 contested guardianships

* How the COVID-19 pandemic shifted her work virtually and the effect on consultations and execution ceremonies

* Testamentary capacity: the legal standard, how attorneys assess it during consults and signings

* Considerations in disinheriting heirs, defining stepchildren, and handling specific bequests, often using trust structures

* Revocable vs. irrevocable trusts, probate avoidance, and minor/descendants trusts

* AI’s emerging role as a tool for low-stakes and repetitive tasks, litigation support, and efficiency without replacing human judgment or client communication

* Courts, delay, mediation, and limits of arbitration/no-contest concepts in wills versus trusts

Learn more about Alison Arden Besunder:

* View Alison’s profile on Goetz Platzer’s website: https://goetzplatzer.com/attorneys/alison-arden-besunder

* Connect with Alison on LinkedIn: https://www.linkedin.com/in/alisonardenbesunder

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On The Mark with Howard Mark Rubin:

This podcast series addresses our rapidly changing world and how it is affecting industries and people in unique and interesting ways. As John F. Kennedy once said, change is the law of life, and those who look only to the past or present are certain to miss the future.

The business leaders and personalities who are interviewed in these podcasts all look to the future. We hope our listeners and viewers come away with information and inspiration that help them adapt in both their business and personal lives.

Watch more episodes of On The Mark:

* YouTube: https://www.youtube.com/@goetzplatzer

* Website: https://goetzplatzer.com

* SoundCloud: https://on.soundcloud.com/6tkWs6vb8kHev7um6

Connect and learn more from your host, Howard Mark Rubin:

* Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardrubingf

* Call: 212-695-7753

* Email: hrubin@goetzplatzer.com