Program Details
2025-06-13 13:00:00
Over 1,000+ webinars
Course Overview
2025-06-13 13:00:00
1.5h CLE Credits
Intermediate
1.5
1:00 pm - 1:30 pm ESTThis 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 1:30 pm - 2:00 pm ESTThis 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 2:10 pm - 2:40 pm ESTThis 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. ShugarShareholder 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.
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.
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
