Lunch & Learn CLE: When Well-Intentioned Estate Planning Goes Awry

The Best Laid Plans: When Well-Intentioned Estate Planning Goes Awry

DALLAS, Texas — Klemchuk PLLC and Engage Workspace for Lawyers are co-sponsoring a "Lunch and Learn" CLE presentation on March 20, 2025 at Engage’s co-working space.

Join us for a presentation by Matthew Bourque, which will examine common pitfalls that lead to disputes, including family conflicts, capacity challenges, and ineffective legal safeguards. Bourque will share strategies to create estate plans that hold up under scrutiny and achieve clients’ intended outcomes.

*Limited space - Please RSVP to reserve your spot.

Location

Engage Workspace for Lawyers   |   8150 N Central Expy, 10th Floor   |   Dallas, TX 75206
(At the NE corner of Caruth Haven and Central)

Agenda - March 20, 2025 - Thursday

11:45 am     Check-in; complimentary lunch available

12:00 pm    Presentation & speaker

1:00 pm      Presentation concludes

Speaker - Matthew Bourque, Managing Attorney at RMO LLP

Matthew A. Bourque serves as Managing Attorney of RMO LLP’s Dallas and Houston offices. A thoughtful, diligent litigator, Matthew focuses his practice on representing heirs, beneficiaries, fiduciaries, creditors, and other interested parties in contested probate, trust, guardianship, and financial elder abuse cases. As supported by his accomplished track record, Matthew is able to calmly and expertly navigate the most tumultuous situations with relative ease while securing results for his clients that allow them to move past their dispute and on with their lives.

Read more about Matthew Bourque.