Trusts, Estates & Probate

4.31

Advanced Probate Litigation Tactics

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 59 minutes
Thomas Grover
Adam Walters
Don Ford
Paul Jones
Peter Ostermiller
With Thomas R. Grover from BlackRock Legal + 4 others
Recorded January 30, 2024
Product ID 97901

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Overview

Real-World Insights and Complex Case Studies

Probate litigation is varied and complex. Our expert faculty have dipped into their extensive shared experience and put together a complex tactics tool kit to help you improve your outcomes. Skip the basics and get new creative ways to approach fiduciary misconduct cases, testamentary intent interpretation, multi-jurisdictional issues, and more. Register today!

  • Build a compelling case through expert testimony and documentation.
  • Determine what works best in proving or disproving undue influence.
  • Tackle current fiduciary misconduct claims more effectively.
  • Discover creative ways to settle disputes to avoid costly and protracted litigation.
  • Walk through interesting multi-jurisdictional probate litigation scenarios and come away with practical solutions.

Abbreviated Agenda

  1. Fiduciary Litigation Tactics and Challenges
  2. Disputed Distributions: High-Net-Worth Estates and Intricate Asset Structures
  3. Interpreting Testator's Intent: Ambiguous Language, Extrinsic Evidence, Document Construction
  4. Proving and Disproving Undue Influence
  5. Contesting Medicaid Estate Recovery and Other Claims
  6. Resolving Probate Disputes Out of Court, Creative ADR Approaches
  7. Negotiating Settlement Agreement Provisions
  8. Evidence and Expert Tactics in Probate Litigation
  9. Multi-Party and Multi-Jurisdictional Litigation Scenarios
  10. Legal Ethics in Probate Practice
Product ID 97901

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois 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 Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Fiduciary Litigation Tactics and Challenges

  2. Disputed Distributions: High-Net-Worth Estates and Intricate Asset Structures

  3. Interpreting Testator's Intent: Ambiguous Language, Extrinsic Evidence, Document Construction

  4. Proving and Disproving Undue Influence

  5. Contesting Medicaid Estate Recovery and Other Claims

  6. Resolving Probate Disputes Out of Court, Creative ADR Approaches

  7. Negotiating Settlement Agreement Provisions

  8. Evidence and Expert Tactics in Probate Litigation

  9. Multi-Party and Multi-Jurisdictional Litigation Scenarios

  10. Legal Ethics in Probate Practice

    1. Who is Your Client? Conflicts of Interest
    2. Attorney Fees, Costs, Engagement Agreements, Scope of Representation, Invoices
    3. Preserving Attorney-Client Privilege
    4. Ethical Issues Raised by Releases
    5. Attorney Discipline in Probate Litigation

Who Should Attend

This legal guide is designed for attorneys. Experienced paralegals will also benefit.

Speakers

Thomas R Grover
Thomas R.
Grover
BlackRock Legal
Adam Walters
Adam
Walters
Walters Law, P.C.
Don D Ford III
Don D.
Ford, III
Ford + Bergner LLP
Paul W Jones
Paul W.
Jones
Hale | Wood pllc
Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
Speaker bio
Thomas R Grover

Thomas R. Grover

BlackRock Legal
Thomas Grover

is an attorney with BlackRock Legal, where he aggressively litigates trust, probate and other civil disputes. He is one of the most frequent litigators to appear each Friday in Clark County Probate Court. Mr. Grover also advises families through non-litigated probate administration. He is admitted to practice in Nevada, and before the Nevada Supreme Court and the United States District Court for the District of Nevada. Mr. Grover is a member of the State Bar of Nevada. He earned his B.S. degree from Utah State University and J.D. degree from the University of Nebraska College of Law.

Speaker bio
Adam Walters

Adam Walters

Walters Law, P.C.
Adam Walters

is the principal attorney with Walters Law, P.C., where he focuses his practice on business law, estate planning, and probate administration/litigation. He earned his B.B.A. degree in finance from the University of Georgia and his J.D. degree from Mercer University-Walter F. George School of Law. Mr. Walters is a member of the American Health Law Association, Georgia Academy of Healthcare Attorneys, National Academy of Elder Law Attorneys, State Bar of Georgia (Fiduciary and Health Law sections), Savannah Bar Association, and Savannah Estate Planning Council. He is frequently asked by the Chatham County Probate Court to serve as a guardian ad litem for incapacitated adults and minors in estate proceedings, and serve as an attorney for proposed wards in guardianship/conservatorship proceedings.

Speaker bio
Don D Ford III

Don D. Ford, III

Ford + Bergner LLP
Don Ford

is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He has lectured to various professional groups on tax and estate planning, probate and guardianships topics, and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, he served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. Mr. Ford has also served on the Editorial Board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. He is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. Mr. Ford earned his B.B.A. and J.D. degrees from Baylor University, and worked on his master's in taxation while in law school.

Speaker bio
Paul W Jones

Paul W. Jones

Hale | Wood pllc
Paul Jones

is a partner in the law firm of Hale & Wood, PLLC, where he practices in the areas of tax, business, estate planning, wills, trust, probate, and real estate. He is admitted to practice before the Utah Supreme Court, Federal District Court of Utah and the U.S. Tax Court. Mr. Jones is a member of the Utah State Bar. He is also a licensed certified public accountant. Mr. Jones earned his B.A. degree and his J.D. degree, with honors, from the University of Utah; and his Masters of Prof. Accountancy degree from Weber State University.

Speaker bio
Peter L Ostermiller

Peter L. Ostermiller

Peter L. Ostermiller, Attorney at Law
Peter Ostermiller

is a sole practitioner concentrating in legal ethics and professional responsibility matters. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney; represented parties in attorney disqualification proceedings; and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. He is a member of the Kentucky Bar Association, Louisville Bar Association and the Association of Professional Responsibility Lawyers. Mr. Ostermiller served on the Kentucky Bar Association's Ethics 2000 Committee, which proposed changes to the Rules of Professional Conduct to the KBA, and resulted in the July 2009 revisions to the ethics rules. He earned his B.A. and J.D. degrees from the University of Louisville.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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