Program Details
2026-04-24 13:00:00
Over 1,000+ webinars
Course Overview
2026-04-24 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTDrafting errors, changed circumstances, tax misfires, and administrative impracticalities can render irrevocable trusts unworkable. This session explains how nonjudicial settlement agreements allow to modify trusts without litigation, covering statutory limits, required parties, fiduciary duties, consent standards, drafting strategies, and enforceability.
Alan D. FreerRonald Fatoullah 2:10 pm - 3:10 pm ESTEven irrevocable trusts can become impractical due to funding errors, family conflict, tax consequences, or administrative burdens. This session helps attorneys diagnose failing trusts, fiduciary duties, manage liability risks, and implement corrective strategies, including decanting, notice procedures, and drafting techniques.
Alan D. FreerRonald FatoullahAlan D. Freer is a member of the management committee at Solomon, Dwiggins, Freer & Steadman, Ltd., where he focuses his practice primarily on trust and estate litigation. He represents beneficiaries, fiduciaries, and grantors in contested matters ranging from prelitigation assessment and negotiation through trial and appellate practice. Alan has substantial experience challenging and defending the validity of estate planning documents, including wills, codicils, trusts, and amendments, and routinely handles claims involving breach of fiduciary duty, fraud, undue influence, lack of capacity, unjust enrichment, elder abuse, and closely held business disputes. He also advises fiduciaries in complex administrations, including multi-jurisdictional and international matters, and sophisticated business succession implementations. In recent years, he has been actively involved in domestic asset protection (spendthrift) trust litigation, representing creditors, trustees, beneficiaries, and grantors in both prosecuting and defending such matters.
Ronald Fatoullah chairs the firm’s Elder Law Practice Group and is a Partner in the firm’s Trusts & Estates Practice Group. Prior to joining the firm, he was the founder and principal of Ronald Fatoullah & Associates for over 35 years, a firm perennially recognized as one of New York’s top Elder Law and Estate Planning firms. He has dedicated his career to advising New Yorkers about the legal and financial challenges of aging and is highly regarded for his expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation. He is a certified elder law attorney and a Fellow of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization.
Alan D. Freer is a member of the management committee at Solomon, Dwiggins, Freer & Steadman, Ltd., where he focuses his practice primarily on trust and estate litigation. He represents beneficiaries, fiduciaries, and grantors in contested matters ranging from prelitigation assessment and negotiation through trial and appellate practice. Alan has substantial experience challenging and defending the validity of estate planning documents, including wills, codicils, trusts, and amendments, and routinely handles claims involving breach of fiduciary duty, fraud, undue influence, lack of capacity, unjust enrichment, elder abuse, and closely held business disputes. He also advises fiduciaries in complex administrations, including multi-jurisdictional and international matters, and sophisticated business succession implementations. In recent years, he has been actively involved in domestic asset protection (spendthrift) trust litigation, representing creditors, trustees, beneficiaries, and grantors in both prosecuting and defending such matters.
Ronald Fatoullah chairs the firm’s Elder Law Practice Group and is a Partner in the firm’s Trusts & Estates Practice Group. Prior to joining the firm, he was the founder and principal of Ronald Fatoullah & Associates for over 35 years, a firm perennially recognized as one of New York’s top Elder Law and Estate Planning firms. He has dedicated his career to advising New Yorkers about the legal and financial challenges of aging and is highly regarded for his expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation. He is a certified elder law attorney and a Fellow of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization.
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
