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Death and Dysfunction: Annual Fiduciary Litigation Update 2021

Product ID: CA3052R4
Presented By: State Bar of Wisconsin PINNACLE

Fishy activity

A client calls and says that a family member was acting as an agent for a now deceased family member. Lo and behold, the client says there's no money left in the deceased’s accounts. Or maybe you represent a trustee or fiduciary, and a rogue beneficiary claims that they’re owed more from the estate. Now what?

Death and Dysfunction: Annual Fiduciary Litigation Update will use real-world case studies to illustrate how to assess potential claims against agents, trustees, or other fiduciaries. The facts are real; names are not — they’ve been changed to protect the not-so-innocent!

Read More ↓

Interested in sponsoring this program? Find out more.

Pricing

Member $229.00

Non-Member $309.00

Credits

4 CLE, 1 EPR

Date and Time

Monday, July 12, 20218:30 AM - 12:05 PM CT

Add to Calendar 7/12/2021 8:30:00 AM 7/12/2021 12:05:00 PM America/Chicago Death and Dysfunction: Annual Fiduciary Litigation Update 2021

Fishy activity

A client calls and says that a family member was acting as an agent for a now deceased family member. Lo and behold, the client says there's no money left in the deceased’s accounts. Or maybe you represent a trustee or fiduciary, and a rogue beneficiary claims that they’re owed more from the estate. Now what?

Death and Dysfunction: Annual Fiduciary Litigation Update will use real-world case studies to illustrate how to assess potential claims against agents, trustees, or other fiduciaries. The facts are real; names are not — they’ve been changed to protect the not-so-innocent!

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Fishy activity

A client calls and says that a family member was acting as an agent for a now deceased family member. Lo and behold, the client says there's no money left in the deceased’s accounts. Or maybe you represent a trustee or fiduciary, and a rogue beneficiary claims that they’re owed more from the estate. Now what?

Death and Dysfunction: Annual Fiduciary Litigation Update will use real-world case studies to illustrate how to assess potential claims against agents, trustees, or other fiduciaries. The facts are real; names are not — they’ve been changed to protect the not-so-innocent!

Read More ↓

  • Assess available claims and remedies when suspicious fiduciary activity is detected
  • Defend fiduciaries who are accused of wrongdoing
  • Receive a case law update
  • Add more litigation strategies to your arsenal
  • Avoid ethical mishaps when representing individuals and fiduciaries
  • General practitioners
  • In house counsel for fiduciaries
  • Trusts & estate attorneys
  • Civil litigators
  • Solo and small firm practitioners
  • Financial advisors

Book Sale – Save 20%

Eckhardt’s Workbook for Wisconsin Estate Planners

Save 20% on Eckhardt’s Workbook for Wisconsin Estate Planners.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Demystify the estate planning process with the book that contains decades of expertise from some of Wisconsin’s most respected estate planning attorneys.

Use discount code CA3052 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

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