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Managing, Mediating and Litigating Estate Disputes

Tab A Agenda

Tab B Faculty List and Biographies

Tab 1 Client Interview, Fact-Gathering and Investigation
Client Interview, Fact Gathering and Investigation for a Successful Litigation/Client Relationship
Debra L. Stephens,
Goddard Gamage Stephens LLP
Heather J. Mountford, Goddard Gamage Stephens LLP
Appendix

Tab 2 Framing the Issues and Exploring Early Resolution Opportunities
Framing the Issues and Exploring Early Resolution Opportunities (slides)
Melanie Yach,
Aird & Berlis LLP

Tab 3 Pleadings and Motions in Superior Court: From Documentation to Argument
Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges (slides)
Justin de Vries,
de Vries Litigation LLP
Orders for Directions vs. Pleadings: Laying the Groundwork for Successful Will and POA Challenges
Justin de Vries,
de Vries Litigation LLP

Tab 4 Discovery and Settlement in the Estate Case: A Checklist of Key Considerations
Discovery and Settlement in the Estate Case: Preparing for Settlement
Jordan D. Oelbaum,
Schnurr Kirsh Schnurr Oelbaum Tator LLP
Schedule A

Tab 5 Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities (slides)
Liza Sheard,
Evans Sweeny Bordin LLP (as she then was)
Mediating the Estate Dispute: The Process, the Pitfalls, the Opportunities
Liza Sheard, Evans Sweeny Bordin LLP (as she then was)
Schedule A
Schedule B
Schedule C
Schedule D

Tab 6 Pre-trials, Settlement Conference and Trials
Pre-trials, Settlement Conference and Trials: A Series of Checklists
Clare E. Burns,
WeirFoulds LLP

Tab 7 Pulling It All Together: Practical Case
Studies in Estate Disputes/Litigation
Fact Pattern #1: Challenge to Will
Fact Pattern #2: Passing of Accounts

Tab 8 Notes