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Dissecting an Undue Influence Claim: From Intake to Appeal

2025-06-13 13:00:00

1.5 hours

2025-06-13 13:00:00

1.5 Credits

Navigate undue influence claims from intake to trial, covering evidence strategies, expert witnesses, mediation tactics, and courtroom presentation.

2025-06-13 13:00:00

1.5 hours

Navigate undue influence claims from intake to trial, covering evidence strategies, expert witnesses, mediation tactics, and courtroom presentation.

2025-06-13 13:00:00

1.5 hours

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to handle undue influence claims from initial client intake through discovery, mediation strategies, and trial presentation techniques.

What will you gain

Attorneys will gain practical strategies for evaluating case economics, obtaining critical evidence, taking effective depositions, and presenting compelling arguments to judges and juries.

Client Intake
Evaluate potential clients as witnesses and identify red flags signaling undue influence.
Legal Elements
Understand susceptibility, opportunity, and exertion requirements for proving undue influence claims.
Discovery Strategies
Obtain estate planning files, medical records, and financial documents through subpoenas.
Depositions
Take depositions that serve as functional trials and damage witness credibility.
Mediation
Prepare clients realistically for settlement negotiations considering case economics and risks.
Trial Presentation
Keep arguments simple with clear themes that connect with judges and juries.

What will you learn

Attorneys will learn how to handle undue influence claims from initial client intake through discovery, mediation strategies, and trial presentation techniques.

What will you gain

Attorneys will gain practical strategies for evaluating case economics, obtaining critical evidence, taking effective depositions, and presenting compelling arguments to judges and juries.

Agenda

Session 1

Understanding Key Elements of Undue Influence Claims

Session 2

Litigation Strategies and Evidence Gathering Techniques

Session 3

Mediation Settlement and Trial Presentation Approaches

clock 1:00 pm - 1:30 pm EST

Understanding Key Elements of Undue Influence Claims

Paul R. Shugar

Reminger Co. LPA

This session explores the foundational elements of undue influence claims, including susceptibility, opportunity through confidential relationships, and the challenge of proving exertion of influence. Participants will examine common red flags, statute of limitations considerations, and why these cases are becoming increasingly relevant as demographic shifts accelerate wealth transfer.

Paul R. Shugar

Reminger Co. LPA

clock 1:30 pm - 2:00 pm EST

Litigation Strategies and Evidence Gathering Techniques

Paul R. Shugar

Reminger Co. LPA

This session covers essential discovery strategies including obtaining financial records, estate planning attorney files, and medical documentation from diverse sources. Participants will learn effective deposition tactics, how to evaluate case economics, and the strategic use of expert witnesses in building or defending undue influence cases.

Paul R. Shugar

Reminger Co. LPA

clock 2:10 pm - 2:40 pm EST

Mediation Settlement and Trial Presentation Approaches

Paul R. Shugar

Reminger Co. LPA

This session examines realistic approaches to mediation preparation, including how to present compelling evidence and manage client expectations about settlement outcomes. Participants will also explore trial techniques focused on simplicity, credibility, and thematic storytelling that resonates with judges and juries.

Paul R. Shugar

Reminger Co. LPA

01 03
Prev
Next

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Paul R. Shugar

Reminger Co. LPA

Paul R. Shugar

Reminger Co. LPA

Shareholder and Co-Chair of Reminger’s Estates, Trusts, and Probate Litigation Practice Group with statewide experience involving million-dollar estate, trust, and guardianship issues including undue influence, power of attorney abuse, and financial exploitation. Former award-winning journalist who applies writing and investigation skills to maximize litigation results.

Recognition & Leadership

Award-winning journalist who worked at daily newspapers around the country before becoming a lawyer.

Professional Involvement

Officer for the Cleveland Metropolitan Bar Association's Estate Planning, Probate & Trust Law Section. Member of the Ohio State Bar Association Probate Trust and Estate Section Council.

Experience

Statewide experience handling million-dollar estate, trust, and guardianship issues. Has guided clients through post-death land, corporate, divorce, and oil-and-gas lease disputes. Regularly lectures on estate and trust administration and litigation topics across Ohio.

Paul R. Shugar

Reminger Co. LPA

Shareholder and Co-Chair of Reminger’s Estates, Trusts, and Probate Litigation Practice Group with statewide experience involving million-dollar estate, trust, and guardianship issues including undue influence, power of attorney abuse, and financial exploitation. Former award-winning journalist who applies writing and investigation skills to maximize litigation results.

Recognition & Leadership

Award-winning journalist who worked at daily newspapers around the country before becoming a lawyer.

Professional Involvement

Officer for the Cleveland Metropolitan Bar Association's Estate Planning, Probate & Trust Law Section. Member of the Ohio State Bar Association Probate Trust and Estate Section Council.

Experience

Statewide experience handling million-dollar estate, trust, and guardianship issues. Has guided clients through post-death land, corporate, divorce, and oil-and-gas lease disputes. Regularly lectures on estate and trust administration and litigation topics across Ohio.

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$95 – $245
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Price varies based
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Access type Pay per
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Number of New Webinars Added Yearly Limited
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Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

Why Attend

Why this 
program matters

Understanding undue influence claims is essential for practitioners because these fact-intensive probate cases are increasing as the aging population grows and trillions in wealth transfer between generations.
$27B
Reported elder financial exploitation suspicious activity detected by financial institutions in a one-year period ending June 2023.
$84T
Estimated wealth that baby boomers and the silent generation will transfer to heirs and charities through 2045 in the Great Wealth Transfer.
1/24
Cases of elder abuse that are actually reported to adult protective services or law enforcement authorities, leaving most incidents hidden.
1in5
Americans projected to be age 65 or older by 2030, dramatically expanding the vulnerable population susceptible to undue influence.

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