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
Sarah J. Barnes is an attorney and trust officer with Wealth Enhancement Trust Services, LLC, in Madison, Wisconsin, where she handles all levels of trust and estate administration matters. Ms. Barnes was previously in private practice for many years, where she practiced in the areas of estate planning and elder law. She earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Ms. Barnes's professional memberships include the State Bar of Wisconsin, Dane County Bar Association, Legal Association of Women, and the Madison Estate Planning Council. She serves on a number of non-profit boards, is a frequent speaker at various continuing legal education seminars, and has served as guest faculty at the University of Wisconsin - Madison. Ms. Barnes is admitted to practice in the state of Wisconsin.
Leah A. Foertsch is senior counsel with Pannone Lopes Devereaux & O'Gara LLC, and a member of the Estate and Trust Planning, Administration and Litigation Team. Her practice focuses on advising individuals and families in all areas of trust and estate planning, and probate administration. In addition, she has extensive experience in representing individuals and businesses in asset protection, wealth management and tax strategies, and has managed multimillion-dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. Ms. Foertsch also works with businesses on their succession planning strategies and has advised clients regarding the best structure to meet their needs and goals. Previously, she managed the Estate Planning and Real Estate practice for the Palm Beach Gardens office of a multi-state law firm, where she also handled the representation of fiduciaries in all aspects of probate administration. Ms. Foertsch earned her J.D. degree from St. Thomas University School of Law, her Master of Laws in taxation from the University of Miami School of Law, and her undergraduate degree in sociology from Washington and Jefferson College in Pennsylvania. She is licensed to practice in Florida, and is a member of The Florida Bar, Tax and Real Property, Probate and Trust sections.
Timothy J. Gallagher is an attorney with Reminger Co., LPA, where he focuses his practice on legal matters involving probate, guardianship, trust and estate administration. Mr. Gallagher represents trustees and executors of estates, creating flexible plans to meet their needs. His experience in the area of probate and trust administration includes the drafting of estate plans for both individuals and families, and assisting them through the probate process. He also advises institutions on a variety of trust administration issues. Mr. Gallagher is also a member of the firm’s Probate Litigation Practice group. In this capacity, he leverages his jury trial experience to provide representation in probate and trust disputes involving will contests, charges of undue influence, breach of fiduciary duty actions, and other potential issues that can complicate the settling of an estate. He is a member of the Ohio State Bar Association. Mr. Gallagher earned his B.S. degree from the Ohio University E.W. Scripps School of Journalism and his J.D. degree from The University of Akron School of Law.
Erin M. Strohbehn is a partner with Gimbel Reilly Guerin & Brown LLP. She practices in the areas of probate and trust litigation, and civil litigation. Ms. Strohbehn speaks frequently on her areas of practice. She is a member of Milwaukee Bar Association (Fee Arbitration Committee), State Bar of Wisconsin, Milwaukee Young Lawyers' Association, Wisconsin Association for Justice, and Association for Women Lawyers. Ms. Strohbehn earned her B.A. degree from Marquette University and her J.D. degree from Marquette University School of Law.
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