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2026-04-10 14:00:00

2 Credits

Navigate inheritance disputes, executor misconduct, and estate administration challenges with practical strategies for mediation, conflict resolution, and fiduciary duty remedies.
Navigate inheritance disputes, executor misconduct, and estate administration challenges with practical strategies for mediation, conflict resolution, and fiduciary duty remedies.

2026-04-10 14:00:00

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Trusted by Legal Professionals

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Trusted by Legal Professionals

Key topics that will be covered

What will you learn

Attorneys will learn how to handle probate matters including resolving inheritance disputes, addressing executor misconduct, and managing estate administration challenges through practical strategies.

What will you gain

Attorneys will gain practical strategies for client intake, conflict reduction, mediation, and remedies for breach of fiduciary duty in probate cases.

Will Contests
Grounds include undue influence, lack of capacity, improper execution, and duress.
Fiduciary Duties
Executors owe duties of loyalty, care, and full disclosure to beneficiaries.
Communication
Establishing communication norms early can prevent disputes and protect executors.
Mediation
Mediation can resolve will contests and construction issues at any proceeding stage.
Executor Removal
Courts may remove executors for mismanagement, embezzlement, or gross misconduct.
Estate Intake
Determine if testamentary documents exist and whether probate is actually necessary.

What will you learn

Attorneys will learn how to handle probate matters including resolving inheritance disputes, addressing executor misconduct, and managing estate administration challenges through practical strategies.

What will you gain

Attorneys will gain practical strategies for client intake, conflict reduction, mediation, and remedies for breach of fiduciary duty in probate cases.

Agenda

Session 1

Disputes Over Inheritance and Family Dynamics

Session 2

Executor Misconduct and Administrative Challenges

clock 2:00 pm - 3:00 pm EST

Disputes Over Inheritance and Family Dynamics

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Nicole Thornton

Wright Close & Barger, LLP

This session explores the emotionally charged nature of probate practice and the types of will contests practitioners encounter, including undue influence and lack of capacity claims. Attendees will learn legal requirements for valid will execution, intake best practices for identifying disputed issues, and strategies for conflict reduction through effective communication and mediation.

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Nicole Thornton

Wright Close & Barger, LLP

clock 3:10 pm - 4:10 pm EST

Executor Misconduct and Administrative Challenges

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Nicole Thornton

Wright Close & Barger, LLP

This session explores the complexities that arise when executors fail to meet fiduciary obligations whether through negligence, delay, or self-dealing and teaches you how to spot early warning signs in inventories, communications, and accounting. It covers practical remedies for breach of fiduciary duty, from demands and petitions to compel an accounting to interim suspension, surcharge, and removal actions. The faculty will also show how to navigate conflicts and common layperson misunderstandings about an executor’s role, translating fiduciary duties into clear, client-friendly guidance. Finally, you’ll learn strategies for handling non-cooperative beneficiaries or interested parties, including targeted discovery, status conferences, and mediation to keep administration on track.

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Nicole Thornton

Wright Close & Barger, LLP

01 02
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.

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Nicole Thornton

Wright Close & Barger, LLP

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Grayson Cannon is a partner practicing in the areas of Probate and Estate Administration, Guardianships and Conservatorships, Family Law with an emphasis on the division of retirement funds in divorce, and Social Security Disability. She has been practicing since 1988 and frequently presents continuing education seminars and informational talks to lawyers, professionals, and the public.

Professional Involvement

Member of the Tennessee, Nashville and Sumner County Bar Associations, the National Organization of Social Security Claimants Representatives (NOSSCR), the Conservatorship Association of Tennessee (CAT) and the Lawyer's Association for Women (LAW).

Experience

Partner at Gullett, Sanford, Robinson & Martin, PLLC in Nashville. Practicing since 1988 with extensive experience presenting continuing education seminars and informational talks on topics in her practice areas.

Grayson Cannon

Gullett, Sanford, Robinson & Martin, PLLC

Grayson Cannon is a partner practicing in the areas of Probate and Estate Administration, Guardianships and Conservatorships, Family Law with an emphasis on the division of retirement funds in divorce, and Social Security Disability. She has been practicing since 1988 and frequently presents continuing education seminars and informational talks to lawyers, professionals, and the public.

Professional Involvement

Member of the Tennessee, Nashville and Sumner County Bar Associations, the National Organization of Social Security Claimants Representatives (NOSSCR), the Conservatorship Association of Tennessee (CAT) and the Lawyer's Association for Women (LAW).

Experience

Partner at Gullett, Sanford, Robinson & Martin, PLLC in Nashville. Practicing since 1988 with extensive experience presenting continuing education seminars and informational talks on topics in her practice areas.

Nicole Thornton

Wright Close & Barger, LLP

Nicole Thornton has substantial litigation and appellate experience across Texas, representing clients through all stages of litigation with a primary focus on fiduciary litigation and practice areas including oil and gas, real estate, probate, guardianship, and business-related litigation.

Professional Involvement

Former instructor of Lawyering Skills and Strategies at University of Houston Law Center.

Experience

Substantial litigation and appellate experience across Texas. Primary focus on fiduciary litigation with practice areas including oil and gas, real estate, probate, guardianship, and business-related litigation. Spent a year teaching Lawyering Skills and Strategies at University of Houston Law Center before returning to private practice.

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Special credits (Ethics, Elimination
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Why Attend

Why this 
program matters

Probate attorneys must master inheritance disputes, executor misconduct, and fiduciary duties to protect clients during the largest wealth transfer in history.
61%
of American adults have personally experienced or know someone who faced family disputes due to a lack of proper estate planning documents — underscoring the demand for attorneys skilled in probate conflict resolution.
35%
Of American adults have experienced or know someone who faced family conflict due to lack of proper estate planning. (Trust & Will / Caring.com Survey)
40%
of executors report that the process of settling an estate was “very difficult,” highlighting how fiduciary mismanagement, delays, and layperson misunderstandings frequently escalate into actionable disputes requiring attorney intervention.
10%
of an estate’s total value can be consumed by probate expenses when disputes arise — with contested cases stretching administration timelines from months to multiple years and compounding costs for all parties involved.

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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.  

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