Trust Disputes and Fiduciary Litigation 2018

Product ID: CM2821
Presented By: State Bar of Wisconsin PINNACLE

Yes, you can do estate litigation

Are you a litigator suddenly assisting a client with a contested estate issue? Or a trusts & estates lawyer unexpectedly litigating on behalf of your client? You've come to the intersection of litigation and trust & estate law – a place fraught with potential dangers.

Not to worry. Trust Disputes and Fiduciary Litigation: An In-Depth Review prepares you to carefully navigate and succeed in this unique area.

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OnDemand Seminar
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Member $49.00

Non-Member $99.00

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Yes, you can do estate litigation

Are you a litigator suddenly assisting a client with a contested estate issue? Or a trusts & estates lawyer unexpectedly litigating on behalf of your client? You've come to the intersection of litigation and trust & estate law – a place fraught with potential dangers.

Not to worry. Trust Disputes and Fiduciary Litigation: An In-Depth Review prepares you to carefully navigate and succeed in this unique area.

Read More ↓

Program Chairs & Presenters:

Caitlyn B. Sikorski
Reinhart Boerner Van Deuren, S.C.
Milwaukee

David J. Sisson
Reinhart Boerner Van Deuren, S.C.
Milwaukee

8:30 a.m. : Recent Developments in Fiduciary Litigation

  • Wisconsin case law update – Trust Code cases
  • Other UTC states – notable cases

9:10 a.m. : Strategies for Asserting and Defending Claims Against Fiduciaries

  • Removal and accounting actions
  • Breach of fiduciary duty claims

9:50 a.m. : Special Issues in Trust and Estate Litigation: Aging Population and Capacity Questions

  • Guardianships
  • Claims against financial agents under powers of attorney

10:30 a.m. : Break

10:45 a.m. : Non-Probate Transfers on Death

  • Creditors’ claims

11:15 a.m. : The Use of Nonjudicial Settlement Agreements in Alternative Dispute Resolution

  • Subject matter
  • Mechanics
  • Representation

11:55 a.m. : Traps for the Unwary: Best Practices for Fiduciaries to Avoid Litigation

  • Adequate disclosure
  • Statutes of limitations
  • Consent, release, ratification

12:10 p.m. : Program Concludes

Following program start times, webcast replay schedule will vary slightly from above listed times.

  • General practitioners
  • In-house counsel for fiduciaries
  • Trusts & estate attorneys with limited litigation experience
  • Civil litigators
  • Solo and small-firm lawyers
  • Financial advisors
  • General practitioners
  • In-house counsel for fiduciaries
  • Trusts & estate attorneys with limited litigation experience
  • Civil litigators
  • Solo and small-firm lawyers
  • Financial advisors

Book Sale – Save 20%

Wisconsin Civil Litigation Forms Manual

Save 20% on Wisconsin Civil Litigation Forms Manual. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* It's a compilation of the most important forms today's civil litigators need, plus advice for avoiding drafting mistakes. Use discount code CA2821 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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