CLE – When Grief Meets Conflict: Knowing When to Hire Litigation Counsel in Litigious Estates – LIVE WEBCAST

The Philadelphia Bar Association presents:

This one-hour CLE program provides estate fiduciaries with essential guidance on recognizing when routine estate administration crosses into adversarial territory requiring specialized litigation counsel. Speakers explore the critical distinction between administrative and litigation functions in probate matters, examining common triggers, such as, breach of fiduciary duty, beneficiary conflicts, and creditor disputes that transform an estate into a litigious matter. Participants will learn to identify early warning signs—including hostile communications among beneficiaries and to the fiduciary, repeated challenges to estate management, and allegations of fraud or incompetence—and key decision points that necessitate engaging litigation counsel to protect both estate assets and the fiduciary. The program also addresses ethical considerations unique to contested estates, including conflict of interest issues when the beneficiary’s singular interests undermine proper and timely administration which then can lead to use of estate funds for legal defense.

Through case examples and actionable takeaways, gain the tools to navigate the complex intersection of grief, family dynamics, and legal conflict while fulfilling their fiduciary duties in running an estate and knowing when their role requires the hiring of dedicated, experienced litigation counsel.​​​​​​​​​

Featured Speakers:

James J. Quinlan, Esq.
Of Counsel, Cooper Levenson

Maureen M. Farrell, Esq.
Law Office of Maureen M. Farrell

To register, click here.