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Annual Fiduciary Litigation Update 2022

Product ID: CA3309R8
Presented By: State Bar of Wisconsin PINNACLE

Trust, but verify

Lawyers who assist clients with estate planning must be ready to handle the unique complexities of fiduciary litigation. With an aging population, more beneficiaries are in a position to file suit for actions they perceive as violations on the part of fiduciaries.

Be prepared to minimize or avoid potential adverse outcomes with help from the Fiduciary Litigation Update 2022. You’ll leave with strategies and best practices for:

  • Motion practice
  • Drafting initial pleadings in a trust dispute
  • Drafting petitions
Read More ↓

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Select a Format

Webcast seminar
OnDemand seminar

Pricing

Member $239.00

Non-Member $319.00

Credits

4 CLE

Date and Time

Thursday, November 17, 20228:30 AM - 12:05 PM CT

Add to Calendar 11/17/2022 8:30:00 AM 11/17/2022 12:05:00 PM America/Chicago Annual Fiduciary Litigation Update 2022

Trust, but verify

Lawyers who assist clients with estate planning must be ready to handle the unique complexities of fiduciary litigation. With an aging population, more beneficiaries are in a position to file suit for actions they perceive as violations on the part of fiduciaries.

Be prepared to minimize or avoid potential adverse outcomes with help from the Fiduciary Litigation Update 2022. You’ll leave with strategies and best practices for:

  • Motion practice
  • Drafting initial pleadings in a trust dispute
  • Drafting petitions
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Trust, but verify

Lawyers who assist clients with estate planning must be ready to handle the unique complexities of fiduciary litigation. With an aging population, more beneficiaries are in a position to file suit for actions they perceive as violations on the part of fiduciaries.

Be prepared to minimize or avoid potential adverse outcomes with help from the Fiduciary Litigation Update 2022. You’ll leave with strategies and best practices for:

  • Motion practice
  • Drafting initial pleadings in a trust dispute
  • Drafting petitions
Read More ↓

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
  • Notable cases in other jurisdictions

9:20 a.m. : Unique Procedural Rules in Fiduciary Litigation

  • Discussion of various claims that can be brought under the WI Trust Code, the Probate Code, the Marital Property Act, the Guardianship Statutes, and the Uniform Power of Attorney for Finances and Property Act
  • In depth review of how to file claims (petition or summons and complaint), when to file claims (statues of limitations issues), and where to file (civil court or probate court)
  • Understanding critical differences in the discovery process compared to traditional civil litigation

10:10 a.m. : Break

10:25 a.m. :Developing Strategies for Winning Your Case Through Motion Practice

  • Utilizing motions to prohibit trustee fees to level the playing field
  • Requesting interim and substitute fiduciaries during litigation
  • Motions to compel payments, reimbursements and distributions

11:15 a.m. :Drafting and Responding to Initial Pleadings

  • Recognizing how the structure of a petition differs from a typical civil complaint
  • Incorporating legal arguments and authorities into an initial pleading
  • Taking advantage of the full range of remedies into claims for relief
  • Identifying critical defenses and structuring objections to petitions to protect the interests of a trustee

12:05 p.m. : Program Concludes

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

  • Understand how civil litigation intersects with trusts and estates
  • Learn creative strategies for motion practice and litigation
  • Review recent developments in fiduciary litigation in Wisconsin and beyond
  • Receive tips on how to draft and respond to initial proceedings in trust disputes
  • Trusts and estate attorneys
  • Civil litigators
  • Solo and small firm practitioners
  • In-house counsel for fiduciaries
  • General practitioners
  • Financial advisors

Book Sale – Save 20%

Marital Property Law & Practice in Wisconsin
Save 20% on the Marital Property Law & Practice in Wisconsin.* Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version. Quickly find answers to any questions involving marital property and/or property classification. Use discount code CA3309 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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