Real-World Insights for Both Estate Litigators and Planners
Fiduciary problems, family dynamics, creditor issues, unclear estate plans... disputes can arise from many areas of trusts and estates. Do you know how to prevent fights, settle them efficiently, or move a case through court when litigation is unavoidable? Our seasoned faculty will provide you with practical instruction and tips on handling common controversies. Don't miss this opportunity to build your skills - register today!
Learn how to handle will contests and trust fights, interpretation issues and reformations.
Uncover the mechanics of proving or disproving undue influence/lack of capacity.
Find out when and how to remove a fiduciary.
Explore how to resolve disputes with accountings - or prevent them from happening in the first place.
Discover effective ways to settle disputes to avoid costly and protracted litigation.
Get a refresher on litigation procedures and rules you need to know.
Define who your client is to avoid conflicts of interest and other problems.
Wills and Trusts: Contesting, Interpreting, Reforming
Testamentary Capacity and Undue Influence in Litigation
Handling Claims Against Fiduciaries
Disputing Accountings, Distributions, and Creditor Claims
Paul W. Jones is a partner is 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.
Taso M. Milonas focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas has been rated highly in numerous peer review publications, including Florida Trend’s Legal Elite and Florida Super Lawyers. He is a Florida Bar Board Certified Tax Lawyer and has served on the Executive Council of The Florida Bar Tax Section in various leadership roles, including director of the Federal Tax Division and chair of the Estate & Gift Tax Committee. Mr. Milonas received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and J.D. degree from Stetson University College of Law. He has published numerous articles and is a frequent lecturer on estate planning, probate litigation and taxes.
Linda A. Ouellette is an attorney with Kates & Barlow, PC, in Boston, Massachusetts. Ms. Ouellette’s practice is devoted exclusively to family law and probate litigation, including divorce, paternity, modification, contempt and guardianship cases, as well as will contests and other probate actions. She has tried multiple family law cases involving complex financial issues, including valuation of closely held corporations, as well as highly contested custody cases. She is a member of the Boston and Massachusetts bar associations. Ms. Ouellette earned her B.A. degree from St. Anselm College and her J.D. degree from Boston College Law School.
Michael G. Zapson is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He is a member of the Long Beach Lawyer’s Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York. Mr. Zapson is admitted to practice in New York, Washington D.C, and the U.S. District Courts for the Southern, Eastern and Northern Districts of New York. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.
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