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  • ODW19C28 – Family Mediation In The Estate Administration Environment: Dispute Management Techniques

ODW19C28 – Family Mediation In The Estate Administration Environment: Dispute Management Techniques

This course discusses proper drafting strategies that protect and indemnify fiduciary clients, such as trustees, executors, and conservators.

Course Category: On-Demand Webinars

Course Level: Intermediate

CLE Credit: Substantive

CLE Hours: 1.5

Fees: $45 for Members and $65 for Non-members

Course Materials: Conference recording and a PDF of the PowerPoint slides.
Description: This program discusses family tensions that arise in the context of trusts and estates.  This program aims to answer two critical questions.  First, what techniques can be used in the estate planning process to avoid disputes?  Secondly, what techniques can be used in the estate and trust administration process to avoid turmoil?  Tangible personal property often has limited financial value; however, it has a vast emotional value.  Why do so many simple estates become complex fights over the family furniture? Where did grandma’s wedding ring go? Through proper mediation techniques, some disputes can be handled without litigation.  Family counseling and legal maneuvering often intersect in an estate dispute setting.  This course discusses proper drafting strategies that protect and indemnify fiduciary clients, such as trustees, executors, and conservators.
Course Year: 2019

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Yes, these courses qualify for mandatory continuing legal education for: National Association of Legal Assistants, State Bar of California, Florida, North Carolina, and Louisiana State Paralegal Association.  For all others please check with the corresponding institutions.

After successfully completing this course a completion email will be sent stating that your certificate is now available. To view your certificate and transcript please visit nala.education. Click on the blue arrow in the top right and select transcript. From this menu, you can view or print certificates or your transcript.

Courses are priced for individual use and consumption and are not intended for rebroadcast and sharing.