Probate, Trust, and Guardianship Litigation (On-Demand)

$109.00

This course will cover Probate, Trust, and Guardianship Litigation.

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Event Details

Course Type

Original Date Of Course

Course Instructor

Teresa N. Phillips, J.D.

General Credits

1

Course Description

This course will cover Probate, Trust, and Guardianship Litigation.

Principles

  • The Role of Fiduciary
  • Probate Litigation
  • Trust Litigation
  • Guardianship Litigation
  • Personal Liability of Fiduciaries

Syllabus

  1. The Role of Fiduciary
    1. Probate Litigation
    2. Trust Litigation
    3. Guardianship Litigation
    4. Personal Liability of Fiduciaries
  2. Probate Litigation
    1. Pre-Appointment of Personal Representative Litigation
    2. Common Pitfalls that Lead to Litigation for PR
  3. Trust Litigation
    1. Types of Trusts
    2. Common Litigation Pitfalls for Trustees
    3. Remedies for Breach of Duty by Trustee
    4. Judicial Modifications
    5. Limitations on Proceedings Against Trustees with Disclosure
  4. Guardianship Litigation
    1. Common Litigation Pitfalls for the Guardian
    2. Judicial Interim Review
  5. Personal Liability of Fiduciaries
    1. Individual Liability for a Personal Representative
    2. Individual Liability for Trustee
    3. Surcharge against Fiduciaries and other Interested Parties
    4. Actions for Breach of Fiduciary Duty
    5. Awarding Taxable Costs
  6. Conclusion
    1. Summary
    2. Open Discussion

Instructor

Teresa N. Phillips, J.D.

 

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