Program Details
2025-11-05 14:00:00
Over 1,000+ webinars
Course Overview
2025-11-05 14:00:00
2.5h CLE Credits
Intermediate
2.5
2:00 pm - 2:45 pm ESTThis session covers the fundamentals of probate practice, including establishing will validity, capacity requirements, and proper execution procedures. Attendees will learn how to identify potential heir disputes, document client intent to prevent future litigation, and utilize mechanisms like trusts and beneficiary designations to avoid probate.
Charles R. Jacob IIIDavid F. Johnson 2:55 pm - 3:40 pm ESTThis session explores the procedural requirements of probate litigation, from proper notice to beneficiaries and creditors through establishing due execution of wills. Participants will examine common probate problems including gift failures, spousal rights, and undue influence claims, while learning strategies for efficient case resolution through summary judgment and settlement.
Charles R. Jacob IIIDavid F. Johnson 3:50 pm - 4:50 pm ESTThis comprehensive ethics session addresses critical issues including identifying the client across multiple capacities, managing joint representation conflicts, and understanding attorney-client privilege exceptions in fiduciary relationships. Attendees will also learn how to handle clients with diminished capacity under Model Rule 1.14 and navigate the ethical considerations when attorneys serve as fiduciaries.
Charles R. Jacob IIIDavid F. JohnsonChuck Jacob is a litigator advising financial and real estate industry clients and high net worth individuals in complex disputes across the financial and real estate industries, and in fiduciary matters.
David has specialized in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David is a unique lawyer in that he has extensive trial and appellate experience, which has resulted in his achieving board certifications in civil trial law, civil appellate, and personal injury trial law by the Texas Board of Legal Specialization.
Chuck Jacob is a litigator advising financial and real estate industry clients and high net worth individuals in complex disputes across the financial and real estate industries, and in fiduciary matters.
David has specialized in estate and trust disputes including will contests, mental competency issues, undue influence, trust modification/clarification, breach of fiduciary duty and related claims, and accountings. David is a unique lawyer in that he has extensive trial and appellate experience, which has resulted in his achieving board certifications in civil trial law, civil appellate, and personal injury trial law by the Texas Board of Legal Specialization.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
