Register for Annual Pass, or On-Demand Video

All-Access Pass

Gain access to all of myLawCLE's 1,000+ Live webinars for only $395/yr. Includes this program and over 60 new webinars each month.

Subscribe to All-Access Pass – $395

On-Demand Video

Register for instant access to the recorded video of this one webinar.

Register for Recorded – $195.00

Legal Strategies for Handling Difficult Beneficiaries, Client Resistance, and Consent Roadblocks

2025-06-26 13:00:00

2025-06-26 13:00:00

2 Credits

Strategies for managing difficult beneficiaries through effective communication, conflict prevention, fiduciary selection, and mediation techniques in estate administration.

2025-06-26 13:00:00

Strategies for managing difficult beneficiaries through effective communication, conflict prevention, fiduciary selection, and mediation techniques in estate administration.

2025-06-26 13:00:00

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 strategies for managing difficult beneficiaries, including identifying root causes of conflict, engaging unresponsive parties, and pursuing legal remedies when necessary.

What will you gain

Attorneys will gain practical tools for efficient estate administration, minimizing conflict, and preventing future disputes through proactive planning and effective communication techniques.

Communication
Overshare information with beneficiaries early and often to prevent assumptions and conflict.
Fiduciary Selection
Choose fiduciaries with your head, not heart—it is a job, not an honor.
Mediation Preparation
Preparation is the most critical thing an attorney can do in thorny cases.
Active Listening
Seek first to understand before being understood; let beneficiaries air their concerns.
Conflict Prevention
A thoughtful estate plan can prevent costly litigation expenses later.
Settlement Design
Design mediated settlement agreements thoughtfully to preserve the resolution even if relationships cannot.

What will you learn

Attorneys will learn strategies for managing difficult beneficiaries, including identifying root causes of conflict, engaging unresponsive parties, and pursuing legal remedies when necessary.

What will you gain

Attorneys will gain practical tools for efficient estate administration, minimizing conflict, and preventing future disputes through proactive planning and effective communication techniques.

Agenda

Session 1

Managing Difficult Beneficiaries in Estate Administration

Session 2

Mediation Tactics for Consent Withholding and Resistance

clock 1:00 pm - 2:00 pm EST

Managing Difficult Beneficiaries in Estate Administration

Jill Miller

Jill Miller & Associates, P.C.

Lisbeth M. Bulmash

JAMS

This session explores strategies for managing challenging beneficiaries, from identifying root causes of conflict to engaging unresponsive parties. Attendees will learn practical techniques including proactive communication, proper fiduciary selection, and legal tools for preventing disputes through thoughtful estate planning.

Jill Miller

Jill Miller & Associates, P.C.

Lisbeth M. Bulmash

JAMS

clock 2:10 pm - 3:10 pm EST

Mediation Tactics for Consent Withholding and Resistance

Jill Miller

Jill Miller & Associates, P.C.

Lisbeth M. Bulmash

JAMS

This session examines mediation strategies for overcoming consent withholding and unresponsiveness in estate disputes. Participants will learn pre-mediation preparation techniques, psychological approaches for managing difficult parties, and communication strategies that preserve relationships while prompting cooperation.

Jill Miller

Jill Miller & Associates, P.C.

Lisbeth M. Bulmash

JAMS

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.

Jill Miller

Jill Miller & Associates, P.C.

Lisbeth M. Bulmash

JAMS

Jill Miller

Jill Miller & Associates, P.C.

Jill Miller focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She has particular expertise in estate matters affecting non-US citizens and non-traditional families, and takes a detailed and practical approach to the administration of estates.

Recognition & Leadership

Fellow of the American College of Trust and Estate Counsel. AV Preeminent Peer Review rated by Martindale-Hubbell. Named as a Super Lawyer.

Professional Involvement

Frequent lecturer on estate planning at both private and public symposia. Has presented at programs sponsored by the American Bar Association (Division of Taxation), New York State Bar Association, Financial Planning Association of New York, The American Heart Association Conference on Estate Planning and Administration, Fordham Law School, Philanthropic Planning Group of Greater New York, Lorman Education Services, Lawline, CW Post University Tax and Accounting Institute, and New York State Society of CPAs.

Experience

Founded Jill Miller & Associates, P.C. in January 2004 after working for over a decade in trusts and estates law. Currently serves as Director of the Estate Planning Clinic and adjunct professor of Law at Cornell Law School. Was an Adjunct Professor at Fordham Law School teaching Trusts and Estates from 2005 to 2014.

Jill Miller

Jill Miller & Associates, P.C.

Jill Miller focuses on formulating sophisticated and highly personalized estate plans for individuals and families with the objectives of minimizing estate taxes and family discord. She has particular expertise in estate matters affecting non-US citizens and non-traditional families, and takes a detailed and practical approach to the administration of estates.

Recognition & Leadership

Fellow of the American College of Trust and Estate Counsel. AV Preeminent Peer Review rated by Martindale-Hubbell. Named as a Super Lawyer.

Professional Involvement

Frequent lecturer on estate planning at both private and public symposia. Has presented at programs sponsored by the American Bar Association (Division of Taxation), New York State Bar Association, Financial Planning Association of New York, The American Heart Association Conference on Estate Planning and Administration, Fordham Law School, Philanthropic Planning Group of Greater New York, Lorman Education Services, Lawline, CW Post University Tax and Accounting Institute, and New York State Society of CPAs.

Experience

Founded Jill Miller & Associates, P.C. in January 2004 after working for over a decade in trusts and estates law. Currently serves as Director of the Estate Planning Clinic and adjunct professor of Law at Cornell Law School. Was an Adjunct Professor at Fordham Law School teaching Trusts and Estates from 2005 to 2014.

Lisbeth M. Bulmash

JAMS

Lisbeth M. Bulmash has over 20 years of experience as a conflict resolution practitioner and co-founder of an alternative dispute resolution (ADR) firm. She resolves civil and commercial disputes of all sizes, including complex multi-party disputes.

Education & Credentials

Completed over 900 hours of mediation training. Obtained initial mediation training at the Oakland Mediation Center in Bloomfield Hills, Mich., and basic training workshop in family mediation at the Mediation Training and Consultation Institute in Ann Arbor, Mich.

Professional Involvement

Frequent speaker on ADR topics. Currently serves on the boards of the JAMS Foundation, Texas Mediators Credentialing Association, Collin County Bar Association Estate Planning and Probate Section, and the University of Michigan Dallas Alumni Board. Immediate past president of the Association of Attorney-Mediators' National Board of Directors.

Experience

Full-time neutral since 2002. Before starting her ADR firm, served as a litigation attorney in diverse firms including a law firm specializing in defense, a law firm representing primarily plaintiffs, and a national property casualty insurance company. Had an active ADR practice in Michigan and Ohio before practicing in Texas. Primarily handles business commercial, personal injury, professional negligence, employment, healthcare, estates/probate/trusts and real property cases.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
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

Mastering beneficiary management strategies and mediation tactics is critical for attorneys to minimize costly estate disputes, reduce administration delays, and preserve family relationships throughout the estate settlement process.
44%
Of people who dealt with estate administration have experienced or witnessed family arguments over an inheritance according to industry research.
78%
Settlement rate for mediation cases regardless of whether parties were court-referred or voluntary, based on an Office of Justice Programs study.
20mo
Average national probate timeline according to a 2024 Trust & Will study, with only 2% of Americans correctly estimating this duration.
$150k
Potential upper range for trust litigation costs in California depending on case complexity, duration, and expert witness involvement.

Explore Our Featured Programs

Tax strategies for self-employed attorneys covering deductions, S corp structures, and retirement planning to maximize savings legally.

September 5, 2025

3 Hour Program

MCLE Credits

Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!

In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!

Who Should Attend:

  • Self-Employed Attorneys in a partnership
  • Solo Attorneys running their own firm
  • Any attorney considering opening their own firm

Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.

Key topics to be discussed:

  • How running a home-based business can open the door to massive deductions
  • The secrets to deducting meals, vacations, and even your kids’ college tuition—legally
  • Audit-proof your tax return and ensure your business isn’t labeled a “hobby” by the IRS
  • How to choose the best business entity (and where to set it up) to maximize tax advantages
  • Why a Subchapter S Corporation could be the golden ticket to saving thousands
  • Unlock the power of home office deductions and car write-offs without triggering red flags
  • How to safely write off a second home and maximize real estate tax savings that most people miss
  • Strategies for supercharging your fringe benefits and saving up to 40% on taxes by turbocharging your retirement savings
  • Critical Apps that can make tracking auto miles and expenses a breeze!

Closed-captioning available

2025-09-05 13:00:00

Learn generative AI fundamentals and build custom GPTs to automate legal workflows—no coding required.

October 30, 2025

2 Hour Program

MCLE Credits

This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.

Key topics to be discussed:

  • Foundations of generative AI
  • Custom GPTs & Copilot agents
  • Scaling with projects & platforms

Date / Time: December 19, 2025

  • 2:00 pm – 4:10 pm Eastern
  • 1:00 pm – 3:10 pm Central
  • 12:00 pm – 2:10 pm Mountain
  • 11:00 am – 1:10 pm Pacific

Closed-captioning available

2025-10-30 14:00:00

Comprehensive guide to revocable and irrevocable trusts covering structure, tax implications, Medicaid planning, and practical administration strategies for estate planners.

March 30, 2026

2 Hour Program

MCLE Credits

Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender

In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.

Key topics to be discussed:

  • Revocable vs. irrevocable
    • Flexibility
    • Tax treatment
    • Asset protection
    • Life circumstances
  • Revocable trusts
    • Joint vs. his & hers
    • Income taxes
    • Estate taxes
    • Ideal candidates

Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue

In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.

Key topics to be discussed:

  • Common types of irrevocable trusts
    • Medicaid asset protection
    • Spousal lifetime access
    • Irrevocable life insurance
    • Special needs
    • Drafting tips
  • Trust administration
    • Separate EIN needs
    • 4 key phases of trust administration
    • Avoiding trust contests
    • Protecting your fiduciary

Date / Time: December 11, 2025

  • 1:00 pm – 3:10 pm Eastern
  • 12:00 pm – 2:10 pm Central
  • 11:00 am – 1:10 pm Mountain
  • 10:00 am – 12:10 pm Pacific

Closed-captioning available

2026-03-30 14:00:00

FAQ

Get answers before you ask

Are all CLE programs included with an unlimited pass purchase?

Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.

Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.

Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.

Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.

myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.

Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.

Expand Your Legal Expertise

Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.
Expanding practice
Expand your expertise and grow your client reach with new practice areas.
Live conferences
Join live events with top attorneys and real-world case insights.
Live webinars
Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
Legal Bootcamps
Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Pending
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Pending
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Pending
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Pending
Texas
Pending
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

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

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs