Trusts, Estates & Probate

4.32

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

Credits Available
Credit Status Total
Alaska CLE Approved 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
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 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 Upon Request 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
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 55 minutes
David Humphrey
Bryan Phipps
Jeremy Ofseyer
Christopher Cauble
With David V. Humphrey Jr. from Cosgrove, Cosgrove & Humphrey, Attorneys at Law + 3 others
Recorded March 13, 2025
Product ID 99988

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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. The Disinheritance Trope: Making Changes to Estate Plans
  2. Blended Family Planning
  3. End of Life, LTC Care, Disability, Guardianships: Relative vs. Professional
  4. Business Succession
  5. Conditional Clauses in Estate Planning Documents
  6. Trusts and Trust Management
  7. Undue Influence and Deathbed Transfers
  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 99988

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 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
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 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 Upon Request 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
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. The Disinheritance Trope: Making Changes to Estate Plans

  2. Blended Family Planning

  3. End of Life, LTC Care, Disability, Guardianships: Relative vs. Professional

  4. Business Succession

  5. Conditional Clauses in Estate Planning Documents

  6. Trusts and Trust Management

  7. Undue Influence and Deathbed Transfers

  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

David V Humphrey Jr.
David V.
Humphrey, Jr.
Cosgrove, Cosgrove & Humphrey, Attorneys at Law
Bryan L Phipps
Bryan L.
Phipps
Phipps Law Group, Ltd.
Jeremy J Ofseyer
Jeremy J.
Ofseyer
Jeremy J. Ofseyer Law Office
Christopher L Cauble
Christopher L.
Cauble
Cauble, Furr & Beguin, LLP
Speaker bio
David V Humphrey Jr.

David V. Humphrey, Jr.

Cosgrove, Cosgrove & Humphrey, Attorneys at Law
David Humphrey

is a partner in the Rancho Mirage firm of Cosgrove, Cosgrove & Humphrey, Attorneys at Law. He is a certified specialist in estate planning, trust and probate, as certified by the State Bar of California Board of Legal Specialization. Mr. Humphrey's extensive experience in trusts, probates, estates, and conservatorships ranges from estate planning for estates of all sizes: from small estates to complex trust and estate litigation for estates in excess of $50 to $100 million. His representation has also included representation of trusts and estates for certain deceased entertainment industry professionals and personalities. Mr. Humphrey is on the Riverside County court-appointed counsel specialist list for trust, estate, and conservatorship matters. He is a member of the Desert Bar Association and is the current president of the Desert Estate Planning Council. Mr. Humphrey earned his B.A. degree from the University of Southern California and his J.D. degree from Suffolk University Law School. He is licensed to practice in the Northern, Southern, Eastern and Western federal districts of California; and the State of California superior courts.

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Speaker bio
Bryan L Phipps

Bryan L. Phipps

Phipps Law Group, Ltd.
Bryan Phipps

is an attorney at Phipps Law Group, Ltd., where he focuses his practice on estate planning, probate, trust administration, conservatorships and related litigation. His memberships include the Sacramento County Bar Association, Sacramento Estate Planning Council and El Dorado County Bar Association, where he serves as chair of the Trusts & Estates Section. Mr. Phipps is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He earned his B.A. degree from Brigham Young University and his J.D. degree from Brigham Young University J. Reuben Clark School of Law.

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Speaker bio
Jeremy J Ofseyer

Jeremy J. Ofseyer

Jeremy J. Ofseyer Law Office
Jeremy Ofseyer

is an attorney in Palm Desert and certified as a specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. His practice focuses on estate planning, trust administration, and probate court proceedings involving trusts, estates, and conservatorships. Mr. Ofseyer has taught wills and trusts and estate planning as an adjunct professor at the University of La Verne College of Law since 2009. He has served as a volunteer for the Standing Committee on Ethics of the Trusts and Estates Section of the State Bar of California, and has taught ethics at Harvard, N.Y.U., U.N.C., and U.C.L.A. Mr. Ofseyer is a graduate of the Harvard Law School, magna cum laude.

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Speaker bio
Christopher L Cauble

Christopher L. Cauble

Cauble, Furr & Beguin, LLP
Christopher Cauble

is the managing partner in the firm of Cauble, Furr & Beguin, LLP in Grants Pass, Oregon, practicing in the area of probate and trust litigation, including litigating claims, money that has been stolen by PR's or fiduciaries, defending or prosecuting will contests, and elder abuse litigation. Mr. Cauble also deals with all estate and probate related tax issues. He is admitted to practice in Oregon and before the U.S. Tax Court, U.S. District Court District of Oregon, as well as the Ninth Circuit Court of Appeals and the U.S. Supreme Court. Mr. Cauble earned his B.A. degree from Willamette University and his J.D. degree, cum laude, from Gonzaga University School of Law. He is also a member of Oregon State Bar Board of Governors from 2020-2024.

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