Trusts, Estates & Probate

4.27

Trust Litigation 101

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
OnDemand
3 hours
Adam Cohen
Sam Thomas
With Adam J. Cohen from Mette Attorneys at Law + 1 other
Recorded December 11, 2025.
Product ID 101342

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$299

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Overview

Trusts on Trial

Whether you're defending a trust or challenging one, a solid grasp of the fundamentals is essential. This course zeroes in on the real-world triggers of trust disputes and equips you with tools to litigate core issues like capacity, undue influence, and fiduciary duty. Gain practical strategies for identifying flaws in execution, proving fraud or duress, and defending against misconduct claims. Approach trust litigation with precision and confidence - register today!

  • Spot drafting pitfalls that increase the likelihood of litigation.
  • Discover evaluation methods and litigation strategies for proving or disproving testamentary capacity..
  • Learn how to assess the validity of a trust's execution and gather the right evidence to contest or uphold it.
  • Gain tactics for navigating asset valuation and distribution disputes.
  • Explore legal remedies and defenses in breach of fiduciary duty claims, including removal, surcharge, and equitable relief.

Abbreviated Agenda

  1. Drafting Issues That Cause Litigation
  2. Establishing or Rebutting Undue Influence, Fraud, and Duress
  3. Breach of Fiduciary Duty: Arguments and Remedies
  4. Challenges to Trust Validity and How to Combat Them
  5. Handling Disputes Over Asset Valuation and Distribution
  6. Proving Capacity or Lack Thereof

Related Topics

Product ID 101342

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Drafting Issues That Cause Litigation

  2. Establishing or Rebutting Undue Influence, Fraud, and Duress

  3. Breach of Fiduciary Duty: Arguments and Remedies

  4. Challenges to Trust Validity and How to Combat Them

  5. Handling Disputes Over Asset Valuation and Distribution

  6. Proving Capacity or Lack Thereof

Who Should Attend

This course is designed for attorneys. Paralegals may also benefit.

Speakers

Adam J Cohen
Adam J.
Cohen
Mette Attorneys at Law
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Speaker bio
Adam J Cohen

Adam J. Cohen

Mette Attorneys at Law
Adam Cohen

works with clients across Pennsylvania and New Jersey, focusing on estate and trust administration, elder law, and fiduciary litigation. He has extensive experience handling complex guardianship matters and is a leader in representing disabled individuals, their families, and corporate fiduciaries in establishing and administering special needs trusts. Mr. Cohen also provides advice and guidance to personal injury attorneys and their clients on structuring and preserving recoveries for minors and disabled beneficiaries, helping them secure financial stability while protecting eligibility for public benefits. With a compassionate approach, Mr. Cohen prioritizes listening to and understanding his clients' needs, ensuring that each legal strategy is tailored to their unique circumstances. Mr. Cohen is actively involved in professional leadership. He serves as the Treasurer of the Pennsylvania Bar Association Elder Law Section and is the Editor of the Elder Law Section Newsletter. He has previously taught continuing legal education courses on guardianship issues, and multi-jurisdictional personal injury settlement topics.

View full profile
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas' practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

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