Gain an understanding of estate and trust administration disputes and methods to resolve them.
Trusts and estate practitioners, including fiduciary litigators, commonly face a variety of potential claims relating to wills. This topic will assist you in identifying the variety of typical claims from pre-probate to accounting claims, the nature of those claims, and practical tips for addressing such claims. This information will also provide a broad overview of dispute resolution methods, including party negotiations, mediation, arbitration, and litigation. This information is thus critical to litigations in the trusts and estate field.
Learning Objectives
- You will be able to identify the pros and cons of utilizing different methods for resolving estate-related disputes.
- You will be able to recognize the differences between methods for resolving estate-related disputes.
- You will be able to review the nature of post-probate litigation claims by and against fiduciaries.
- You will be able to discuss the nature of will contests and the typical grounds for challenging wills.
Agenda
Review of Estate-Related Claims
Speakers
Steven H. Holinstat,
Proskauer Rose LLP- Senior counsel in the Litigation Department for Proskauer Rose LLP that has received Tier One Rankings for trusts and estates litigation by U.S. News Rankings
- Has a broad and diverse background in all aspects of high-stakes commercial litigation; he is one of the firm’s principal fiduciary litigators, is the lead litigator in a number of high-net-worth trust and estate matters, and has developed a reputation for being adept at intervening and resolving challenging interfamily disputes before they escalate into full-blown litigation
- When litigation is unavoidable, he is an aggressive and experienced trial lawyer; he has handled cases before federal and state courts around the country and numerous arbitrations before JAMS, the American Arbitration Association, the Financial Industry Regulatory Authority (formerly the National Association of Securities Dealers, or NASD) and the International Chamber of Commerce
- Published articles and lectured domestically and internationally on topics in the field of fiduciary litigation
- Member of the Surrogate’s Court Committee of the NYS Bar Association, the Litigation Committee of the NYC Bar Association and the Alternative Dispute Resolution Commit-tee for the NYC Bar Association
- Can be contacted at 212- 969-3104 or sholinstat@proskauer.com
Who Should Attend
This live webinar is designed for attorneys, estate planners, accountants, presidents, vice presidents, CFOs, controllers, business owners and managers, tax managers, financial planners, and lenders.
