Protect Your Clients' Interests in Disputes and Claims Against Fiduciaries
Disputes are an unfortunate reality of estate administration practice. Heirs accusing fiduciaries of misconduct, improperly executed wills and poorly handled distributions are just some of the common issues that arise. This legal guide offers practical instruction and tips on handling common controversies. Guard your clients' interests - register today!
Delve into the proof of will validity: learn what works in arguing undue influence.
Explore effective methods of settling disputes to prevent the burden of litigation.
Learn how to resolve disputes with accountings and distributions.
This course is part of the Estate Administration in Rhode Island series.
Continuing Legal Education RI CLE
- 2.00Approval Exp. 6/30/2022
NBI is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 2.0 hours of CLE video replay credit in Rhode Island, including 0.0 of ethics. No more than 6.0 hours of online credit may be earned during a reporting period.
BERNARD A. JACKVONY is Of Counsel with Pannone Lopes Devereaux & O'Gara LLC, and a nationally recognized fiduciary litigator. Mr. Jackvony concentrates in the areas of trusts and estates including litigation, administration and planning for individuals, families, fiduciaries and charitable organizations. He has represented clients in fiduciary litigation in Rhode Island, Florida, New Jersey, California, New York, Massachusetts and Oklahoma. Mr. Jackvony is a member of the Rhode Island Bar Association and The Florida Bar. He earned his undergraduate degree in accounting from Bryant University, his J.D. degree from Suffolk University and his Masters degree in taxation from Boston University.
REBECCA M. MURPHY is a partner with Pannone Lopes Devereaux & O'Gara LLC and a member of the estate and trust planning, administration and litigation team. She has significant experience counseling clients in all areas of trust and estate planning and administration, Medicaid planning, disability planning, probate administration and trust and estate litigation. Ms. Murphy's practice includes advising and representing fiduciaries, as well as trust and estate beneficiaries. She is the author of "Murder, Fraud, and Tortious Interference: The Interplay Between Probate Court Jurisdiction and Superior Court Jurisdiction in Rhode Island" and co-author of "A New Hope: Tortious Interference with an Expected Inheritance in Rhode Island." The scholarly articles were published in the Roger Williams University Law Review. In 2016 and 2017, she was named a Rhode Island Super Lawyers Rising Star by Thomson Reuters, a distinction that recognizes the top 2.5 percent of Rhode Island lawyers under the age of 40 or those in practice for 10 years or less. She is also a member of the Board of Directors for the American Red Cross, Rhode Island Chapter. Ms. Murphy earned her J.D. degree from the University of Connecticut School of Law. She graduated with a B.A. degree from the College of Holy Cross in Worcester, Massachusetts. She is admitted to practice law in Rhode Island and Massachusetts, and the U.S. District Court for the District of Rhode Island and the U.S. Court of Appeals for the First Circuit. Ms. Murphy is a member of the Rhode Island Bar Association and the Massachusetts Bar Association.
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