Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships

Description

Join the MSBA Estate and Trust Section for the newest virtual 2 day presentation of Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships, on Wednesday, September 21 & Thursday, September 22, 2022! 

Get the latest from experienced faculty led by Fred Franke, Esq., on evidentiary rules unique to fiduciary litigation, beneficiary enforcement actions, ethics concerns and obligations to compromised clients, caveat and guardianships, and all the crucial issues around fiduciary litigation.

Six (6) hours (.5 ethics) CLE credit will be offered for the surrounding MCLE states of Virginia, Pennsylvania and Delaware. If you miss the livestream, it will be available on the MSBA CLE catalog

Course Level
TBD
Professional Area of Focus
Estate and Trust Law
Elder Law
Litigation Law
Disability Law
CLE Field of Study
Continuing Education Legal Credit
4.0
Regulatory Ethics
1.0
Instructor(s)
Frederick Franke Jack Beckett
Event Information
When
Sep 22, 2022
9:00 am - 12:30 pm EST
Location
Online
Total CLE Credits
5.0
Format
Webinar

Agenda

Day 1

09/21/2022
9:00 am
Welcome and Introductions
9:05 am
Ethics – Obligations to Compromised Clients and Who is the Client?

Lydia E. Lawless, Esq., Bar Counsel, Maryland Attorney Grievance Commission

10:00 am
Evidentiary Rules Unique to Fiduciary Litigation

Jack K. Beckett, Esq., Franke Beckett, LLC

10:45 am
Break
10:55 am
Caveat

William Goldberg, Esq., Lerch, Early & Brewer

11:40 am
Trust/Will Construction and Modification Issues

Jeremy D. Rachlin, Esq., Bulman, Dunie, Burke & Feld, Chtd.

12:25 pm
Q&A
12:40 pm
Day 1 Adjourns

Day 2

09/22/2022
9:00 am
Power of Attorney/Multiple Party Account Litigation

Matthew S. Ballard, Esq., Bagley & Rhody, P.C.

9:45 am
Beneficiary Enforcement Actions and Other Suits Against Trustees

Indira K.  Sharma, Esq., Saul Ewing Arnstein & Lehr

10:30 am
Break
10:40 am
Guardianships

Angela Grau, Esq., Davis, Agnor, Rapaport & Skalny, LLC

11:40 am
Q&A and Closing Remarks
12:00 pm
Program Adjourns

MEMBER


$ (% off)
$195.00

NON-MEMBER


$ (% off)
$215.00
Become A Member

Register for this Event

Fiduciary Litigation: Contested Wills, Trusts, Inter Vivos Transfers and Guardianships