Trusts, Estates & Probate

Probate: Personal Representatives Gone Rogue

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 27 minutes
Edwin McClure
With Edwin N. McClure from Matthews, Campbell, Rhoads, McClure & Thompson, P.A.
Recorded March 07, 2024
Product ID 98229

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Overview

Case Law and Real-World Resolution Strategies

You've likely seen it before: the personal representative stops answering calls and texts. They start missing deadlines. Assets go neglected or go missing. When executors or trustees go rogue, you need to know how to deal with them. From unreasonable delays to asset mismanagement, this guide will show you how to effectively troubleshoot a number of personal representative problems you are bound to encounter. Get the knowledge and skills you need to deftly handle fiduciary nightmares - register today!

  • Learn to tackle a variety of asset problems, from honest mistakes to neglect or outright fraud.
  • Get effective solutions when fiduciaries fail to meet major tax, accounting, and asset distribution deadlines.
  • Discover when it's time to enlist the court's help and compel a PR to act or get them removed.
  • Determine when fiduciary duties have been breached and a surcharge action should be brought.

Abbreviated Agenda

  1. Mismanaging or Neglecting Assets, Business, and Investments
  2. Self Dealing and Hiding or Misappropriating Estate Assets
  3. Failing to Object to Creditor Claims
  4. Mistakes in Asset Distribution
  5. Delays and Failure to Meet Deadlines for Filing Tax Returns, Asset Distribution, Accounting Reports
  6. Lack of Communication With Attorney or Beneficiaries
  7. Paying Unreasonable Fees to Themselves or Others
  8. When and How to Compel or Remove a Personal Representative
  9. Breach of Fiduciary Duty and Surcharge Actions (With Case Law)

Related Topics

Product ID 98229

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate: Personal Representatives Gone Rogue

    1. Mismanaging or Neglecting Assets, Business, and Investments
    2. Self Dealing and Hiding or Misappropriating Estate Assets
    3. Failing to Object to Creditor Claims
    4. Mistakes in Asset Distribution
    5. Delays and Failure to Meet Deadlines for Filing Tax Returns, Asset Distribution, Accounting Reports
    6. Lack of Communication With Attorney or Beneficiaries
    7. Paying Unreasonable Fees to Themselves or Others
    8. When and How to Compel or Remove a Personal Representative
    9. Breach of Fiduciary Duty and Surcharge Actions (With Case Law)

Who Should Attend

This program is designed for attorneys. Accountants, tax professionals, trust officers, executors, and paralegals may also benefit.

Speakers

Edwin N McClure
Edwin N.
McClure
Matthews, Campbell, Rhoads, McClure & Thompson, P.A.
Speaker bio
Edwin N McClure

Edwin N. McClure

Matthews, Campbell, Rhoads, McClure & Thompson, P.A.
Edwin McClure

is the managing partner in the Arkansas law firm of Matthews, Campbell, Rhoads, McClure & Thompson, P.A., where he practices in the areas of divorce, guardianships, child custody, probate, estate planning, criminal, real estate, landlord tenant, and evictions law. Mr. McClure has spoken extensively on topics related to his areas of practice. He is a member of the Benton County and American bar associations. Mr. McClure is admitted to the Arkansas and New York State bar associations and The Missouri Bar. He earned his B.A. degree from Simpson College and his J.D. degree from the University of Arkansas School of Law.

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