Trusts, Estates & Probate

4.63

Estate Planning for Dysfunctional Families

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 58 minutes
Paul Miller
Jeffrey Whitehead
Matthew Rappaport
P. Glen Smith
Veronica Garofoli
Scott Bakal
With Paul R. Miller from The Law Office of Paul Miller + 5 others
Recorded May 13, 2025
Product ID 100297

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Overview

Navigate Complex Family Dynamics to Mitigate Damage

Understanding the law is essential for any good estate planner. But unearthing the dynamics of each client's family and tailoring the legal documents to their unique needs is what makes great estate planning advisers. This legal guide focuses on the many ways family dynamics can derail perfectly drafted estate plans and offers practical solutions for creating order amid conflict. Refine your skills - register today!

  • Identify warning signs of family conflict in estate planning.
  • Ensure ongoing protections with the right choice of personal representatives and trustees.
  • Create robust estate planning documents that anticipate and minimize potential litigation.
  • Discuss what tactics won't work without family cohesion.
  • Tackle undue influence allegations in late-in-life marriages and caretaker relationships.

Abbreviated Agenda

  1. Recognizing Dysfunctional Family Dynamics
  2. Choosing and Empowering the Right Fiduciaries
  3. Trusts for Blended Families With Competing Inheritance Interests
  4. Estate Planning for Families in Perpetual Conflict
  5. Ex-Spouse Access to Retirement Assets and SSA Benefits
  6. Gold Digger Caretakers and Deathbed Wills: Undue Influence Allegations
  7. Unequal Distribution of Assets and Family Business Succession
  8. Ensuring Ethical Representation

Related Topics

Product ID 100297

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Recognizing Dysfunctional Family Dynamics

  2. Choosing and Empowering the Right Fiduciaries

  3. Trusts for Blended Families With Competing Inheritance Interests

  4. Estate Planning for Families in Perpetual Conflict

  5. Ex-Spouse Access to Retirement Assets and SSA Benefits

  6. Gold Digger Caretakers and Deathbed Wills: Undue Influence Allegations

  7. Unequal Distribution of Assets and Family Business Succession

  8. Ensuring Ethical Representation

    1. Joint Representation of Spouses
    2. Clear Scope of Representation When Disputes Are Likely
    3. Informed Consent and Transparency
    4. Guarding Confidentiality
    5. Fiduciary Misconduct Risks

Who Should Attend

This course is designed for attorneys. Accountants, fiduciaries, and paralegals will also benefit.

Speakers

Paul R Miller
Paul R.
Miller
The Law Office of Paul Miller
Jeffrey J Whitehead
Jeffrey J.
Whitehead
Whitehead & Burnett
Matthew E Rappaport
Matthew E.
Rappaport
Falcon Rappaport & Berkman LLP
P. Glen Smith
P. Glen
Smith
Lifescape Law & Development
Veronica T Garofoli
Veronica T.
Garofoli
Schneider Smeltz Spieth Bell LLP
Scott J Bakal
Scott J.
Bakal
Greenberg Traurig, LLP
Speaker bio
Paul R Miller

Paul R. Miller

The Law Office of Paul Miller
Paul Miller

is an attorney with The Law Office of Paul Miller in Santa Rosa, California, practicing exclusively estate planning and estate administration law. He served as the Director of Legal Services at the Council on Aging in Santa Rosa from June 2014 to May 2016. Mr. Miller is a member of the State Bar of California. He earned his B.S. degree from the University of California - Davis, his J.D. degree, cum laude, from Empire College School of Law; and he is currently obtaining dual LL.M. degrees in taxation and estate planning at Golden Gate University in San Francisco. Mr. Miller is a regular lecturer for estate planneing to other attorneys, CPAs, colleges, and non-profit groups.

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Speaker bio
Jeffrey J Whitehead

Jeffrey J. Whitehead

Whitehead & Burnett
Jeffrey Whitehead

is an owner and partner of Whitehead & Burnett, where he practices business formations, real estate law, civil litigation, gun law, e-commerce law, and estate planning. Mr. Whitehead has practiced before the courts of Nevada, Arizona and New York, both in state and federal, and he has practiced before the probate courts. He has been involved in drafting statutes. Mr. Whitehead is a member of the State Bar of Nevada, State Bar of Arizona, Colorado and New York State bar associations, and the American Health Lawyers Association. He earned his B.A. degree from Brigham Young University, and his B.A. and J.D. degrees, cum laude, from J. Reuben Clark Law School, Brigham Young University. Mr. Whitehead has taught as Cornell University since 2014.

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Speaker bio
Matthew E Rappaport

Matthew E. Rappaport

Falcon Rappaport & Berkman LLP
Matthew Rappaport

chairs Falcon Rappaport & Berkman LLP's Taxation and Private Client groups. He concentrates his practice in taxation as it relates to real estate, closely held businesses, private equity funds, family offices, and trusts and estates. Mr. Rappaport advises clients regarding tax planning, structuring and compliance for commercial real estate projects, all stages of the business life cycle, generational wealth transfer, family business succession, and executive compensation. He also collaborates with other attorneys, accountants, financial advisors, bankers, and insurance professionals when they encounter matters requiring a threshold level of tax law expertise. Mr. Rappaport earned his J.D. degree and his Master of Laws in taxation from Georgetown University Law Center. He is a member and admitted to practice in the state of New York and the U.S. Tax Court.

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Speaker bio
P. Glen Smith

P. Glen Smith

Lifescape Law & Development
P. Glen Smith

is the founder and lawyer at Lifescape Law & Development. He specializes in elder law, estate planning, special needs planning, mediation, and long-term care planning. Mr. Smith is a member of the National Academy of Elder Law Attorneys, Academy of Special Needs Planners and ElderCounsel. He is an accredited attorney by the Veterans Administration. Mr. Smith earned his MDiv degree from Nazarene Theological Seminary and his J.D. degree from University of Memphis-Cecil C. Humphreys School of Law.

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Speaker bio
Veronica T Garofoli

Veronica T. Garofoli

Schneider Smeltz Spieth Bell LLP
Veronica Garofoli

is an attorney with the law firm of Schneider Smeltz Spieth Bell LLP. She focuses her practice on probate litigation, as well as wealth management and estate planning. Ms. Garofoli is licensed to practice in the state of Ohio and has been admitted to practice in the U.S. District Court, Northern District of Ohio. She earned her B.S. degree from Elmhurst College and her J.D. degree from Cleveland-Marshall College of Law, Cleveland State University. Ms. Garofoli is a member of the Ohio State Bar Association and Cleveland Metropolitan Bar Association.

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Speaker bio
Scott J Bakal

Scott J. Bakal

Greenberg Traurig, LLP
Scott Bakal

is an attorney and shareholder at Greenberg Traurig, LLP's Miami location, where he develops tax-planning strategies for closely held family businesses, partnerships, and publicly held corporations with significant domestic and international operations. He works closely with high and ultra-high-net-worth individuals and entrepreneurial companies to develop elegant, tax-sensitive approaches to their complex business transactions, financial situations, estate planning matters, and real estate investments, as well as to pursue tax efficiency throughout their operations. Mr. Bakal's practice includes advising closely held businesses on the tax consequences of critical transactions, including structuring joint ventures and asset and stock purchase agreements. In addition, he advises executives in tax-sensitive compensation matters and the owners of controlling stakes in publicly held corporations. Mr. Bakal earned his B.S. degree, magna cum laude, from Yale University; and his J.D. degree, magna cum laude, from Harvard Law School. He is admitted to practice law in Florida, Illinois, and the U.S. Tax Court.

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