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Trusts, Estates & Probate

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4.57

"It's Not a Movie" - Dispelling Pop Culture Myths About Estate Planning

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
Kentucky 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
Mississippi 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
Rhode Island 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
Virginia 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 52 minutes
Adriann McGee
Thomas Simmons
James Randall
Randall Fisher
Kimberly Moss French
Pamela Parker
With Adriann S. McGee from Reminger Co., LPA + 5 others
Recorded May 13, 2026.
Product ID 101856

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Overview

Glean Truths From Fiction and Discuss Harmful Tropes Clients Cling to

"Fiction is the lie through which we tell the truth."
- Albert Camus

For this course, we've asked our top trusts and estates attorney faculty for their favorite movies and TV shows that address inheritance, disability, aging, and other practice-related topics We then compiled a master watch list to discuss and use examples of the most accurate and egregiously (hilariously) incorrect representations of trusts and estates practice to highlight practical challenges and help you counter bad planning. Improve your client skills and come away with a deeper understanding of underlying issues that derail best-laid estate plans. Register today!

  • Learn what fiction gets right and wrong about dementia and disability realities.
  • Dispel the "will reading scene" and ensure ethical communication with clients and third parties.
  • Guard against POA and guardianship abuse and neglect.
  • Discuss key business succession issues and pave the way to smooth transition. 

Abbreviated Agenda

  1. End of Life, LTC Care, Disability, Guardianships: Relative vs. Professional
  2. The Disinheritance Trope: Making Changes to Estate Plans
  3. Blended Family Planning
  4. Business Succession
  5. Undue Influence and Deathbed Transfers
  6. Trusts and Trust Management
  7. Conditional Clauses in Estate Planning Documents
  8. Estate Administration Myths
  9. Probate Litigation: Lessons From Famous Real-Life Estates
  10. Legal Ethics Lessons From the Shady Advocates in Fiction

Related Topics

Product ID 101856

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
Kentucky 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
Mississippi 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
Rhode Island 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
Virginia 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. End of Life, LTC Care, Disability, Guardianships: Relative vs. Professional

  2. The Disinheritance Trope: Making Changes to Estate Plans

  3. Blended Family Planning

  4. Business Succession

  5. Undue Influence and Deathbed Transfers

  6. Trusts and Trust Management

  7. Conditional Clauses in Estate Planning Documents

  8. Estate Administration Myths

  9. Probate Litigation: Lessons From Famous Real-Life Estates

  10. Legal Ethics Lessons From the Shady Advocates in Fiction

    1. Group Meetings and "the Reading of the Will" Scene
    2. Joint Representation of Spouses
    3. Common Myths About Dementia and Client Capacity
    4. Conflicts of Interest
    5. UPL Dangers

Who Should Attend

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

Speakers

Adriann S McGee
Adriann S.
McGee
Reminger Co., LPA
Thomas E Simmons
Thomas E.
Simmons
University of South Dakota School of Law
James J Randall Sr.
James J.
Randall, Sr.
Randall, Masri & Randall P.C.
Randall D Fisher Esq.
Randall D.
Fisher, Esq.
Elville and Associates
Kimberly D Moss French
Kimberly D.
Moss French
Influencer Firm PC
Pamela Parker
Pamela
Parker
Parker Counsel Legal Services
Speaker bio
Adriann S McGee

Adriann S. McGee

Reminger Co., LPA
Adriann McGee

is a shareholder at the law firm of Reminger Co., LPA in Columbus, Ohio, where she focuses her legal practice in the areas of fiduciary litigation, financial exploitation, incompetence and undue influence cases, power of attorney abuse, trust and will contests, probate administration, and guardianship administration and disputes. She has successfully represented individuals and institutions in all aspects of litigation from pre-litigation resolution through trial and appeal. She has served as guardian for hundreds of individuals around the state of Ohio. She is a member of various professional bar associations, including the Ohio State Bar Association and Columbus Bar Association. She earned her B.A. degrees in English and psychology from the University of Missouri, and her J.D. degree from Florida Coastal School of Law.

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Speaker bio
Thomas E Simmons

Thomas E. Simmons

University of South Dakota School of Law
Thomas Simmons

, with University of South Dakota School of Law, focuses on trusts, estates, probate, and attorney ethics. Prior to joining the legal academy, he was a partner with Gunderson, Palmer, Nelson & Ashmore and clerked for the Honorable Andrew Bogue, senior federal district court judge. Mr. Simmons is active in trusts and estates reform and serves on the South Dakota State Bar's Ethics Committee as well as the Uniform Laws Commission. He regularly consults as an expert in litigation involving the federal estate tax, legal malpractice, and fiduciary administration. Mr. Simmons is admitted to practice in South Dakota, U.S. Supreme Court, U.S. Court of Appeals for the Eighth Circuit, U.S. District Court for the District of South Dakota, U.S. Tax Court, and multiple tribal courts. He earned his J.D. degree from the University of South Dakota School of Law and his B.S. degree in education and English from the University of South Dakota.

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Speaker bio
James J Randall Sr.

James J. Randall, Sr.

Randall, Masri & Randall P.C.
James Randall

is a shareholder in the Monett law firm of Randall, Masri & Randall, P.C. He has practiced law for nearly 50 years. Mr. Randall's practice focuses on litigation, medical/legal issues, business transactions and estate planning. He is a former bankruptcy examiner for the U.S. Bankruptcy Court. Mr. Randall has lectured to attorneys, CPAs, insurance adjusters and medical personnel. He earned his A.B. degree from Rockhurst College and his J.D. degree from St. Louis University. Mr. Randall is a member of The Missouri Bar, and is admitted to practice before the U.S. District Courts of Missouri and Arkansas.

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Speaker bio
Randall D Fisher Esq.

Randall D. Fisher, Esq.

Elville and Associates
Randall Fisher

is a senior counsel at Elville and Associates. He practices in the areas of estate planning, probate and estate administration, business succession planning, and asset protection. Mr. Fisher earned his J.D. degree from Texas Tech University. He he has been elected to the Maryland Super Lawyers by his peers for the past two years. Mr. Fisher is a member of WealthCounsel, a national network of estate and financial planning practitioners who collaborate to ensure changes in the law are reflected in the work they do for their clients. He is also a member of a number of community and professional organizations, including Rotary International, Anne Arundel County Bar Association, District of Columbia Bar Association, Maryland Bar Association, Wyoming Bar Association, State Bar of Texas and American Bar Association. Mr. Fisher is admitted to practice law in Maryland, District of Columbia, and before the Second and Third Circuit Court of Appeals.

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Speaker bio
Kimberly D Moss French

Kimberly D. Moss French

Influencer Firm PC
Kimberly Moss French

is an attorney and counselor at law with Influencer Firm PC, whose practice focuses on family law and oil and gas matters. A Dallas native, she brings a strong business background to her practice, having previously worked in the credit and financial industry and later as a petroleum landman researching mineral title and negotiating leases nationwide for a major natural gas exploration company. During law school, Ms. Moss French provided legal services to low-income individuals through Texas RioGrande Legal Aid, assisting clients with matters including housing disputes, public benefits claims, family law issues, and protective orders. She is an active member of Houston Volunteer Lawyers and Fort Bend County Lawyers Care and is admitted to practice before the State Bar of Texas, U.S. District Court for the Southern District of Texas, U.S. Bankruptcy Court for the Southern District of Texas, and U.S. Court of Appeals for the Fifth Circuit. Ms. Moss French earned her M.P.A. degree from the University of Baltimore College of Public Affairs; her J.D. degree from The University of Texas School of Law; and her B.A. degree in political science, cum laude, with a concentration in Spanish from the University of Florida. 

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Speaker bio
Pamela Parker

Pamela Parker

Parker Counsel Legal Services
Pamela Parker

is the principal attorney with Parker Counsel Legal Services in Austin. The law firm also has offices in Western Massachusetts, Portsmouth, New Hampshire and Northern New Jersey. Ms. Parker practices in the areas of special needs planning, estate planning and guardianship. She earned her B.A. degree at the University of North Carolina at Chapel Hill and her J.D. degree at Southwestern Law School.

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