The Basics of Probate and Trust Procedures for Litigators (2024 Edition)

Erin M. Strohbehn
Erin M. Strohbehn | Husch Blackwell LLP

A leading Wisconsin probate and trust litigator, Erin provides tenacious, pragmatic advocacy to clients in difficult situations.

On-Demand: February 28, 2024

2 hour CLE

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Program Summary

This program will provide an overview of probate and trust procedure designed to provide a high-level review of the litigation process in contested matters. It will also deliver an outline of the extensive types of probate and trust-related fiduciary litigation. The speaker will conclude with practical advice for avoiding estate planning litigation. The content is designed to provide the basics for litigators interested in probate and trust litigation, a refresher for those with some experience, and helpful hints for estate planners interested in reducing the risk of litigation.

Key topics to be discussed:

  • Probate and Trust Fundamentals
  • Handling Claims Against Fiduciaries
  • Avoiding Estate Planning Litigation

Closed-captioning available

Speakers

Erin M. Strohbehn_myLawCLEErin M. Strohbehn | Husch Blackwell LLP

A leading Wisconsin probate and trust litigator, Erin provides tenacious, pragmatic advocacy to clients in difficult situations.

Erin practices almost exclusively in the niche field of fiduciary litigation, asset disputes, and contested probate and trust litigation throughout Wisconsin. She represents individuals on all sides of contested probate administration, contested trust administration, guardianship cases, will contests, allegations of undue influence or competency questions during the drafting of estate planning documents, and other controversies surrounding the making or administering of estate plans. She also defends fiduciaries against actions seeking their removal.

Known as a persistent and determined advocate, Erin blends strategy with pragmatism in every case she handles. Recognizing the emotional toll that disputes over wills or inheritances can have on families, she collaborates closely with clients, helping them see the situation from an outsider’s perspective. Ultimately, every legal move Erin makes is tailored to steer clients towards a successful resolution.

Education
J.D., Marquette University Law School
B.A., Marquette University

Admissions
Wisconsin
U.S. District Court, Eastern District of Wisconsin
U.S. District Court, Western District of Wisconsin

Agenda

I. Probate and Trust Fundamentals | 1:00pm – 1:30pm

II. Handling Claims Against Fiduciaries (Part 1) | 1:30pm – 2:00pm

Break | 2:00pm – 2:10pm

III. Handling Claims Against Fiduciaries (Part 2) | 2:10pm – 2:40pm

IV. Avoiding Estate Planning Litigation | 2:40pm – 3:10pm

Credits

Alaska

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
2 General

Arkansas

Approved for CLE Credits
2 General

Our programs are CLE-eligible through Arkansas's recognition of multi-jurisdictional reciprocity.
Arizona

Approved for CLE Credits
2 General

California

Approved for CLE Credits
2 General

Colorado

Pending CLE Approval
2 General

Connecticut

Approved for CLE Credits
2 General

Delaware

Pending CLE Approval
2 General

Florida

Reciprocity
2.5 General

Receive CLE credit in Florida via reciprocity
Georgia

Approved for CLE Credits
2 General

Hawaii

Approved for CLE Credits
2 General

Iowa

Pending CLE Approval
2 General

Idaho

Pending CLE Approval
2 General

Illinois

Approved for Self-Study Credits
2 General

Indiana

Approved for Self-Study Credits
2 General

Kansas

Pending CLE Approval
2 General

Kentucky

Pending CLE Approval
2 General

Louisiana

Pending CLE Approval
2 General

Maine

Pending CLE Approval
2 General

Minnesota

Approved for Self-Study Credits
2 General

Missouri

Approved for CLE Credits
2.4 General

Mississippi

Pending CLE Approval
2 General

Montana

Approved for Self-Study Credits
2 General

North Carolina

Pending CLE Approval
2 General

North Dakota

Approved for CLE Credits
2 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
2 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
2 General

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
2 General

Nevada

Approved for Self-Study Credits
2 General

New York

Approved for CLE Credits
2.4 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “A”.
Ohio

Approved for Self-Study Credits
2 General

Oklahoma

Pending CLE Approval
2.5 General

Oregon

Pending CLE Approval
2 General

Pennsylvania

Approved for Self-Study Credits
2 General

Rhode Island

Pending CLE Approval
2.5 General

South Carolina

Pending CLE Approval
2 General

Tennessee

Approved for Self-Study Credits
2 General

Texas

Pending CLE Approval
2 General

Utah

Pending CLE Approval
2 General

Vermont

Approved for CLE Credits
2 General

Washington

Approved via Attorney Submission
2 Law and Legal

For CLE course attendance credit, Washington state attorneys must self-apply to the Washington State Bar. myLawCLE will supply Washington state attorneys with the self-application package and instructions on how to gain credit.
Wisconsin

Approved for Self-Study Credits
2 General

West Virginia

Pending CLE Approval
2 General

Wyoming

Approved for Self-Study Credits
2 General

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