American Bar Association
 
Probate and Fiduciary Litigation Committee

ABA Section of Real Property, Trust & Estate Law

Probate and Fiduciary Litigation Committee

Mission

This committee reviews developments related to estate and trust litigation, including will contests, surcharge litigation, contested guardianships and conservatorships and alternative dispute resolution. It studies selected issues, such as the right to a jury trial and the availability of punitive damages. The committee also analyzes specific evidentiary questions (for example, attorney-client relationships, attorney-work product and ethical and conflict of interest issues in the field). The committee publishes information for Section members on these topics, and participates in or sponsors Section CLE programs.

Programs, Meetings and Events

Committee Events

Litigation, Ethics & Malpractice Group Conference Call

April 9, 2014
Don’t Learn the Hard Way! Practice Tips from the Front Lines. Jessica A. Uzcategui and Gabrielle A. Vidal will share updates and tips from the front lines of litigation. The presenters will discuss recent developments in disqualification and confidentiality rules for joint clients, undue influence and Certificates of Independent Review, admission of electronic “wills” to probate, and protecting assets during marital dissolution. The call will also include a preview of the Group’s programs and activities at the Spring Symposia. http://apps.americanbar.org/dch/committee.cfm?com=RP569000.

The dial-in number is (866) 646-6488, and the participant pass code is 53807002591.

The call will begin at 1:30pm Eastern Standard Time. We look forward to speaking with you.

Litigation, Ethics & Malpractice Group Conference Call

July 9, 2014

This call will feature a presentation by Paul Fisher of California, on managing difficult clients in estate and trust litigation. The call will then earmark the most interesting issues and questions which arose during the programs in which the Group had a hand at the annual Spring Symposia Meeting in Chicago in May of this year – contested guardianships, the overlap between real estate and trust/estate litigation, and dealing with high-conflict counsel. Finally, the Group will consider concepts for future programs and articles.
The dial-in number is (866) 646-6488, and the participant pass code is 53807002591.
The call will begin at 1:30pm Eastern Standard Time. We look forward to speaking with you.

 
Committee Events

    New IRS Offshore Voluntary Disclosure Program and Related Procedures: Compliance Options for Foreign Assets in a Transparent World

    09/23/2014-09/23/2014

    On June 18, 2014, the IRS announced substantial changes to its Offshore Voluntary Disclosure Program (OVDP). Taxpayers who have failed to report interests in foreign assets now have three different paths available to them to come into compliance: OVDP, streamlined filing, and delinquent FBAR/information ...

    Build-to-Suit Leases: A Construction Contract and

    09/24/2014-09/24/2014

    The panel will discuss the construction contract component included in a build-to-suit lease. The panel will also address the parties respective interests, risks and concerns as well as their roles and responsibilities during the construction process. The panel aims to provide practical approaches to ...

    Estate Planning for Farmers & Ranchers

    09/30/2014-09/30/2014

    JOIN THE SECTION & SAVE!ABA Members join RPTE for $70 to save $55 on this and future RPTE teleconferences, sign up at Register online. Find upcoming programming here . You may also email Michael.Kesler@americanbar.org, or call 312-988-5260. Visit www.shopaba.org to update your preferences to receive ...

LISTSERV Communication

In order to send a message to the listserve, send the message as an email to the address below. You must be a member of the Committee to use the listserve.

RPTE-PROBATEFIDUCIARY@mail.americanbar.org

In order to access the listserve archive, please click here. Please note that you will need to create a new password, separate from your regular ABA password, in order to use this archive.


more...

Leadership

Chairs:

La Ratta, Anthony
Patterson, Crystal

Vice-Chairs:

Fisher, Paul
Lackey, Kenneth
Wallenfelsz, Rebecca

Committee Roster  

Modified by Adam Bielawski on July 10, 2014

Back to Top