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Samantha M. Sbrocchi is a distinguished partner at Antonelli & Antonelli, specializing in probate and estate litigation in the NYC Metro Area. With a practice focused on contested wills, fiduciary misconduct, wrongful death proceedings, and complex kinship matters, Samantha has rapidly established herself as a formidable advocate in the New York trusts and estates legal community. After joining Antonelli & Antonelli before her bar admission and being admitted to practice in 2019, she quickly rose to become a partner in January 2025. Samantha is known for her unwavering dedication to clients, exceptional work ethic, and impressive track record of results. Here's a Glimpse of What You'll Learn 0:00 Preview - Compassion in Estate Law 1:29 Introduction 3:20 Samantha's Keys to Success 5:21 How Samantha Got into Law 8:15 Be Tenacious 9:58 The Value of Self-Care 12:30 A Step-By-Step Approach 15:03 Compassion in Estate Law 19:09 A Court Appointed Empath 21:52 Changes in Estate Law 24:20 Samantha's Outlook 26:28 Wrap Up Antonelli & Antonelli is a family-owned law firm specializing in probate and estate litigation services. The firm prioritizes building strong client relationships while helping with estate planning, tax issues, and probate navigation. They deliberately maintain a limited caseload to provide personalized attention and quality legal representation to each client. Their probate services focus on managing decedents' estates to transfer assets to beneficiaries, while their estate litigation expertise covers contested wills, accountings, wrongful death proceedings, kinship matters, and fiduciary issues. Recognizing that these legal matters can be stressful and complicated, their attorneys work to eliminate anxiety while addressing all concerns. They serve clients throughout New York City and northern New Jersey, offering free consultations for those needing assistance with probate or estate litigation. Speakers Featured in This Episode - Tom Foster of Foster Web Marketing - Samantha Sbrocchi of Antonelli & Antonelli This episode is brought to you by Foster Web Marketing. Foster Web Marketing is dedicated to providing cutting-edge, highly customizable marketing and strategic solutions specifically designed for law firms and medical practices. Our award-winning marketing and systems solutions are what set us apart from everyone else.
Justin Pane discusses deeds, real estate litigation, foreclosure law, and going to law school in your 30s in this week's podcast. #RealEstate #Litigation #Lawyer #RealEstateLawyer #LongIslandSell your house, land or commercial property on: https://handsomehomebuyer.com/ Follow us on:TikTok: https://www.tiktok.com/@handsome_homebuyerTwitter: https://twitter.com/handsome_hbInstagram: https://www.instagram.com/handsome_homebuyer/Pinterest: https://www.pinterest.com/handsome_homebuyer/Linkedin: www.linkedin.com/in/charles-weinraub-94376116bListen our podcasts:https://open.spotify.com/show/2iIg3W4rpMGfcQ8net54lR?si=3caf7c7d03bc4e00https://podcasts.apple.com/us/podcast/id1221422959https://www.iheart.com/podcast/256-the-handsome-homebuyer-pod-31092941/https://anchor.fm/charles-weinraub
Are you ready for another client horror story? Today might just be your lucky day! We're going into an in-depth and hair-raising conversation with Matthew Fornaro, a respected business lawyer. Over four years ago, Matthew made a decision to take on a real estate litigation with a family consisting of two elders and a daughter who had authoritarian control over her parents. They rented a home in a beautiful gated community in Naples, Florida, and made a deal with the neighbor across the street. What was the deal? Well, they asked him to take over his house, perform the upkeep, and eventually purchase the home for a lower market value upon the end of their lease term on their house across the street. First red flag? There wasn't any written contract but a term sheet which contained under 20 words scribbled all over the page. The homeowner's son visited him and learned about the deal and was obviously unhappy about it. There was a lot of hullabaloo and in the end, the renting family went to a title agent and got all the work done to get ready for the sale and said the homeowner agreed to it. The son then steps in and everyone sues everybody. Fast forward, everyone is now in court, where a jury trial was demanded by the daughter. They came to an agreement and settled on a good deal, but little did everyone know that the roller coaster was about to happen. If you'd like to know how the story ended, watch the episode now! Trust me, you won't regret it! Morgan Friedman Matthew's Website Matthew's LinkedIn Matthew's Twitter Matthew's Facebook
Are you ready for another client horror story? Today might just be your lucky day! We're going into an in-depth and hair-raising conversation with Matthew Fornaro, a respected business lawyer. Over four years ago, Matthew made a decision to take on a real estate litigation with a family consisting of two elders and a daughter who had authoritarian control over her parents. They rented a home in a beautiful gated community in Naples, Florida, and made a deal with the neighbor across the street. What was the deal? Well, they asked him to take over his house, perform the upkeep, and eventually purchase the home for a lower market value upon the end of their lease term on their house across the street. First red flag? There wasn't any written contract but a term sheet which contained under 20 words scribbled all over the page. The homeowner's son visited him and learned about the deal and was obviously unhappy about it. There was a lot of hullabaloo and in the end, the renting family went to a title agent and got all the work done to get ready for the sale and said the homeowner agreed to it. The son then steps in and everyone sues everybody. Fast forward, everyone is now in court, where a jury trial was demanded by the daughter. They came to an agreement and settled on a good deal, but little did everyone know that the roller coaster was about to happen. If you'd like to know how the story ended, watch the episode now! Trust me, you won't regret it! Morgan Friedman Matthew's Website Matthew's LinkedIn Matthew's Twitter Matthew's Facebook
It's a new year—a fresh start to improve ourselves and deepen our understanding of finances, including topics we might shy away from, like legacy and estate planning. In this first podcast of 2025, Ben is thrilled to welcome back Ashley Harmon, a Lawyer specializing in estates. Ashley will explain why having a solid estate plan is essential for ensuring your assets are distributed according to your wishes, reducing legal complexities and taxes, and protecting your loved ones. As a lawyer with Hogarth Hermiston Severs, Ashley is passionate about helping individuals secure their hard-earned legacies and pass them on to future generations in practical, tax-efficient ways. Her expertise spans Estate Planning, Probate, Estate Litigation, Estate Administration, Adult Guardianships, and Real Estate.
Welcome back to Absolute Trust Talk for Part 2 of our exciting deep dive into estate litigation with our associate attorney and former litigator, Ariana Flynn! In this episode, we're exploring the steps you can take to prevent challenges to your estate plan after you're gone. Ariana shares valuable insights from her experience, including how writing explanatory letters to explain tough decisions and how receiving a neuropsych evaluation can also make a difference. We also discuss how working closely with your estate planner can help protect your wishes, with tips on handling co-trustees and ensuring your plan is rock solid. If you want to avoid potential litigation and secure your legacy, then this is an episode you won't want to miss! Time-stamped Show Notes: 0:00 Introduction 0:55 Should you be worried about someone disputing your estate plan? Here's what our former litigator, Ariana has to say. 3:09 Completing a neuropsych exam could help if someone attempts to claim the decedent was mentally incapacitated. Listen in as we discuss. 4:52 When it comes to litigation, an attorney's testimony is highly important. Tune in at this moment as we explain what you should do, as well as the extra precautions we take for you. 7:24 As estate planning attorneys, it's our job to be as thorough as possible. Here's a sneak peek of what that can look like. 7:51 Is having co-trustees really that bad? Ariana shares the truth about how this decision can leave a lasting impact. 10:08 We hope this episode was just as eye-opening for you as it was for us. Be sure to tune in next time!
In this episode of Absolute Trust Talk, managing attorney Kirsten Howe welcomes associate attorneys Jessica Colbert and Ariana Flynn to discuss common issues in trust and estate litigation. Drawing from her experience as a litigator, Ariana highlights three major themes that often arise in family disputes over estates: undue influence, lack of capacity, and complex family dynamics. These challenges can lead to costly and emotional battles over a loved one's assets, making it crucial for individuals to understand the potential pitfalls. Tune in to hear valuable insights on how to navigate these difficult topics and prepare for the future. Plus, stay tuned for our next episode, where we'll continue this crucial conversation! Time-stamped Show Notes: 0:00 Introduction 1:30 Ariana starts us off by sharing the most common family litigation issues. 2:45 In this segment, we discuss the most common issue: Undue Influence—what is it and how does it happen? 5:58 Not all influence is considered undue influence. If you're as curious as we were to discover where that line is, tune in here! 6:35 Another common issue we see is a lack of capacity. Press play here to find out how this can be a major issue in estate planning. 7:30 Anyone can file a lawsuit at any time. Keep an eye out for our next episode where we'll explore the details of such a scenario.
This week on Hull on Estates, Natalia Angelini and Aaron Chan discuss a lawyer's responsibility to their clients in estate planning by examining the case of .
This week on the Hull on Estates Podcast, with Jonathon Kappy and Diana McBey discuss pets and estate administration. We discuss read more about the case .
This Week on Hull on Estates, Nick Esterbauer and Darien Murray discuss costs consequences in estate litigation. They consider the modern approach to costs and review a recent example of its application in the Ontario Court of Appeal's decision in Westover Estate v Jolicouer, 2024 ONCA 81.
Accepting the role as an executor of an estate can be a daunting prospect. Between probate and tax considerations and beneficiaries who may, or may not get along, the process can seem overwhelming. On this episode we sit down with Victoria Jones from the law firm de Villars Jones to discuss the ins and outs of estate administration. Victoria has appeared at all levels of court in Alberta and has appeared at the Supreme Court of Canada. Her practice includes Wills, Estates, Trusts, Estate Litigation and Administrative Law. She is also part of the dedicated team of volunteer estate lawyers […]
Attorney and host Maxwell Goss interviews Michelle Harrell, a partner and litigation attorney at Taft Law. Michelle tells the entertaining story of her epic, six-year battle against the City of Pontiac on behalf of her client, the owner of a commercial office complex in the City of Pontiac. Michelle discusses the twists and turns in the case and the amazing result she got for her client. This conversation includes many great takeaways for real estate litigation and for the litigation practice in general.-----00:18 – Introduction01:54 – About Michelle Harrell03:02 – Michelle on real estate litigation03:38 – Ottawa Towers vs. City of Pontiac24:25 – Condemnation action37:34 – Michelle's advice for property disputes40:36 – Litigating against the government-----Michelle Harrell's Attorney Bio-----The Litigation War Room is hosted by litigation lawyer Maxwell Goss. Max represents clients in intellectual property and business cases throughout Michigan and around the country, bringing forceful advocacy and creative solutions to every case he handles.-----Show WebsiteTwitterLinkedInFacebook
This week on Hull on Estates, Nick Esterbauer and Zahra Attir discuss the circumstances under which applicants applying for various Certificates of Appointment of Estate Trustees are required to post estate administration bonds. Conversely, they discuss circumstances under which posting such bonds may not be required. Follow us on social media: If you have any questions about an Estate matter, contact us at info@hullandhull.com.
This week on Hull on Estates, and , discuss the case surrounding Aretha Franklin's will and the impact a jury trial has on a will challenge. They discuss the importance of properly planning and communicating one's wishes to avoid confusion and disputes among beneficiaries. Follow us on social media: If you have any questions about an Estate matter, contact us at info@hullandhull.com.
This week on Hull on Estates, Doreen So and Darien Murray discuss a case which examines the ability of Attorneys for Property to sell property that is the subject of a specific testamentary gift. They consider the statutory framework surrounding this issue, as well as the wider obligations of Attorneys for Property. Follow us on social media: LinkedIn Facebook Twitter Instagram
This week on Hull on Estates Stuart Clark and Melissa Elmaleh delve into the cases of Senthillmohan v. Senthillmohan, 2023 ONCA 280 and Re Cameron Estate, 2011 ONSC 6471. They look at what happens when you own real property with another as a joint tenant and the person with whom you own property with owes a judgement debt to a third- party. They also discuss what happens if a joint-tenant who owes debt dies before the creditor seizes their interest.
Today Richard is joined by a very special guest Michelle DeMason. Michelle is a litigation attorney whose practice focuses on a wide range of issues concerning real estate, business, and will and trust disputes. Topic #1, Richard and Michelle discuss one of the biggest issues in residential real estate - non-disclosure disputes. Topic #2, Michelle covers new construction laws and trending topics in lease negotiations. Topic #3, Michelle share tips on how to protect yourself in the real estate game. For more South Bay real estate insights, subscribe to Richard's weekly blog at https://manhattanpacificrealty.com/blog/ (edited)
Lisa Marie Presley was only 9 years old when her father, Elvis Presley, died and she gained control of his whole estate at the age of 25. When she passed in 2023, her mother, Pricilla Presley, challenged the legitimacy of Lisa Marie's daughters being named trustees of the trust containing the assets in Lisa Marie's … Continue reading Celebrity Estates: Lisa Marie Presley and Estate Litigation →
Seasoned estate attorney Mary Kay Kelm joins us to discuss the common cross-over of issues between estate litigation and family law and what concepts family law attorneys needs to be aware of for their clients. Mary Kay Kelm practices with Kilcoyne & Kelm, LLC in Montgomeryville, Pennsylvania. She concentrates her practice in civil litigation, zoning, and estate planning & administration. Ms. Kelm also forms small businesses and provides ongoing counsel in corporate matters. Ms. Kelm is a proud graduate of St. Joseph's University, Philadelphia, Pennsylvania and is a past President of the St. Joseph's Law Alumni. She is a graduate of the Villanova University Charles Widger School of Law where she served on the Law Review and represented the school in a national moot court competition. She volunteers as an alumni judge for Villanova's Moot Court program every year. Ms. Kelm is the current Solicitor to the Montgomery Township Zoning Hearing Board and has served as a Montgomery Township volunteer in various capacities for many years. She is a former civics instructor in the Montgomery Township schools, and a former PA Bar Association mock trial coach for Gwynedd Mercy Academy High School. Ms. Kelm considers herself fortunate to be a thirty-year member of the Montgomery Bar Association and currently serves on its Board of Directors. She also serves as a member of the Pennsylvania Bar Association's House of Delegates. Kilcoyne & Kelm, LLC » Mary Kay Kelm (kelmlaw.com) *audio editing, voice over & music by Nick DeMatteo
What is a conservatorship? Over the past few years, “conservatorship” has become a popular buzz word and the topic of many discussions in the media. With this new-found attention on conservatorships, California lawmakers have been busy, passing multiple bills and changing the landscape of how conservatorships are established, managed, and supervised in California Probate Courts. Although there is some criticism of the restrictive nature of conservatorships, these proceedings are designed to protect California residents who cannot properly manage their own affairs. Our guest, Joseph Gruber, Jr., Esq., answers our initial question—what is a conservatorship—and so much more. About Our GuestJoseph Gruber, Jr., Esq., is an attorney with Aaron, Riechert, Carpol, and Riffle, APC. The Board of Legal Specialization of the California State Bar Association has certified Mr. Gruber as a specialist in Estate Planning, Trust, and Probate Law. Mr. Gruber frequently handles conservatorship matters and is often appointed by the superior courts of San Mateo County and Santa Clara County to serve as independent counsel for various conservatees. Mr. Gruber is also the chair of the Estate Planning, Trust, and Probate Section of the San Mateo County Bar Association. You can contact Mr. Gruber at the information in the following link: https://www.arcr.com/attorneys-staff/joseph-e-gruber-jr/You can find Mr. Gruber's recent webinar on conservatorship basics at the following link: https://calawyers.org/event/webinar-the-nuts-and-bolts-of-conservatorship-law/About Our HostKevin Bryce Jackson, Esq. is an attorney in the Private Client and Tax Division at Withers Bergman LLP. Mr. Jackson's practice focuses on Trusts and Estates, with an emphasis on Trust and Estate Litigation. Mr. Jackson is currently a member of the Executive Committee of the Trusts and Estates Section of the California Lawyers Association (TEXCOM). You can contact Mr. Jackson at the information in the following link: https://www.withersworldwide.com/en-gb/people/kevin-bryce-jacksonTrust Me is produced by Foley Marra Studios Thank you for listening to Trust Me!
Here is Frank Bruno's daily dose of elder law. Elder Law attorneys help their clients facing incapacity, paying for long-term care, or settling an estate. Find us on the web! For more information visits my website at https://www.frankbrunolaw.com Schedule a free telephone consultation on our Website at https://frankbrunolaw.apptoto.com// Say Hi on Social: Visit my Instagram page at https://www.instagram.com/frankbrunoesq/?hl=en Visit my Facebook page at https://www.facebook.com/LawOfficeofFrankBrunoJr/ Visit my Linkedin page at https://www.linkedin.com/in/frank-bruno-2aa14799/ Visit my Twitter page at https://twitter.com/_frankbrunolaw Website: https://www.frankbrunolaw.com What we do at our offices: Wills, Trusts, Estates, Powers of Attorney, Nursing Home Medicaid, Long Term Care Planning, Guardianship, Real Property transfers & Probate Frank Bruno, Jr. is an Elder Law and Special Needs lawyer with years of experience handling these types of cases. He is extremely active in the Queens, New York Community, the Queens County Bar Association, and New York State Bar Association and is frequently invited to speak at events about Elder Law. If you'd like to learn more about Elder Law, Medicaid planning, Guardianship, Special Needs Trusts, or Probate law contact the Law Office of Frank Bruno, Jr. today at 718-418-5000. Thank you for listening! Eldercare law is really an umbrella term encompassing multiple areas of law. Some elder care attorneys handle subjects that most people know something about, such as probate, guardianship, estate planning. Other eldercare lawyers focus their practice on other areas of law such as special needs planning, VA benefits planning, and Medicaid planning. So, what is Medicaid planning? Medicaid planning is a way to protect people's assets from the threat of long-term care expenses. Many clients are between 65 and 95, own their own homes, and have between $25,000 and $750,000 worth of assets in addition to the house. What many people don't realize is exactly how expensive long term care expenses can be – In 2020 the average costs of a skilled nursing facility, in New York is $14,250.00 per month. Someone can be solidly middle class or upper-middle class, have saved their whole life, and think that they'll have plenty of money for whatever happens only to suffer a stroke, major heart attack or get an Alzheimer's or Parkinson's diagnosis and need help with their activities of daily living. If they have this six-figure per year care expense, many people spend everything. Medicare does not pay skilled nursing home expenses after 100 days. An elder care attorney, who handles Medicaid planning, is able to legally and ethically protect people's assets to get them qualified for Medicaid. Medicaid, unlike Medicare, has excellent long-term care benefits. This helps them supplement their lifestyle with their own assets (to improve the quality of their life while alive) and make it more likely that they will have something to pass onto their heirs after they pass away. There are many myths and much misinformation surrounding long-term care Medicaid in New York. To learn more please visit... https://www.frankbrunolaw.com
Today we are happy to have Eliot Goldstein on the podcast. Eliot is a veteran lawyer with specialty in Estate Planning, Business Planning, Estate Administration (Probate), Estate Litigation, Commercial Litigation, Guardianships, Commercial Real Estate and Residential Real Estate. We brought Eliot on the podcast because we felt that there is so much that people don't know about law, and especially the profession of a lawyer. Eliot walks us through his story and how he came to own his own practice from a legacy of lawyers. We also talk about how the law works and how it is evolving. Check out Eliot: Website: http://egoldsteinlawfirm.com/ Linkedin: https://www.linkedin.com/in/eliot-goldstein-0007a86/ CHAPTERS 00:00:00 INTRO 00:01:16 CHILDHOOD ENVIRONMENT 00:04:54 EDUCATION 00:05:41 FROM SCHOOL TO PROFESSIONAL LIFE 00:10:23 PROFESSIONAL LESSONS 00:11:49 LESSONS LEARNED FROM OTHERS 00:13:23 WHY DO PEOPLE NEED LAWYERS? 00:16:12 WHY DO PEOPLE NEED CONTRACTS? 00:20:24 WHAT IS A LAWYER'S RESPONSIBILITIES? 00:22:43 DIFFERENT TYPES OF LAWYERS 00:25:54 HOW TO: REAL ESTATE LAW 00:29:34 HOW TO: STARTING A COMPANY 00:35:05 HOW LAW IS EVOLVING IN WEB3 00:40:20 IMPLICATIONS OF FORCE MAJEURE 00:43:34 I AM ATHLETE CASE STUDY 00:48:46 LAWYER VS. JUDGE 00:51:14 PARTNERSHIPS VS. SOLO IN PRACTICE 00:53:00 DAY IN THE LIFE OF ELIOT GOLDSTEIN 00:55:02 MORAL DILEMNAS 00:58:19 HOW TO BE SUCCESSFUL AS A LAWYER 01:01:54 CALLING THE IRS 01:05:35 IF YOU HAD A BILLBOARD, WHAT WOULD IT SAY? 01:04:33 WHAT INFORMATION WOULD YOU ADD TO SCHOOL? 01:08:03 FAVORITE MOVIES 01:09:53 WHAT DOES DYFRENT MEAN TO YOU? 01:11:48 OUTRO
On today's episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest Bonnie Boryca, a partner at Erickson Sederstrom, focus their discussion on will contests and lawsuits challenging the validity of a trust. These are common trust and estate litigations so tune in to hear real-world examples and learn more about the types of litigation, a few reasons these documents are challenged, the differences between this type of lawsuit and others, how to avoid these disputes and when you should challenge a will or trust. A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
When a trust or estate plan is created, many people assume that it is iron-clad from a legal perspective but that is not always true. In this episode, our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen and her guest, Monte Schatz, Managing Member at Vandenack Weaver discuss common trust and estate litigation and some things you can do to avoid it. How do poorly written trust plans contribute to litigation? How do you prove documents are valid? What are the requirements of critical documents? What is a breach of fiduciary duty and what's most likely to cause this claim? Learn about these issues and more in today's episode. A Hurrdat Media Production. Hurrdat Media is a digital media and commercial video production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network and learn more about our other services today on HurrdatMedia.com. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
On today's podcast, Natalia Angelini and Rebecca Rauws discuss a recent article from The Canadian Journal of Psychiatry entitled “Susceptibility to Undue Influence: The Role of the Medical Expert in Estate Litigation”. The paper can be accessed online .
Our guests for this episode are Scott Frasier and Matt Owens, authors of an article to be published in the Trusts and Estates Quarterly called “Let's Get Digital! ESI in Trust and Estate Litigation.” We discuss the ethical duties of attorneys in regard to E-discovery, preservation letters to clients and opposing counsel aimed at avoiding spoliation of evidence issues, and common sources of electronically stored information, or (ESI). We learn what “native format” and “meta data” are, and when you might request it. Finally, we talk about how to sift through mountains of ESI to find the relevant information and address privacy concerns.Their article is a must-read for all trust and estate litigators, as well as planners and those who represent trustees. Today's episode will be eye-opening to those who have not dealt extensively with ESI issues.About Our Guests:Scott Fraser is an attorney at Crist Biorn Shepherd Roskoph located in Palo Alto, California. Scott is a frequent contributor to CEB, having acted as the update author for chapters in Drafting Revocable Trusts, California Will Drafting, and California Estate Planning, and has been recognized by Super Lawyers in the category of estate planning and administration. Matt Owners is a partner at Withers in the law firm's San Diego office and handles matters all across California. Matt is a certified specialist in estate planning, trust, and probate law, is a TEXCOM member, and has been recognized by Super Lawyers, Best Lawyers, and Private Client Global Elite in the category of trust and estate litigation. https://www.withersworldwide.com/en-gb/people/matthew-r-owensAbout Our Host:Host Herb Stroh is a partner at McCormick Barstow LLP, and practices out of the San Luis Obispo office. Herb is a Certified Specialist in Estate Planning, Trust, and Probate by the State Bar of California Board of Legal Specialization. He is past chair of the Trusts and Estates Section of the California Lawyers Association and represents the Section on the CLA Board of Representatives. He is also Treasurer of CLA for the 2020-2021 year. Herb has extensive experience in all aspects of trust, probate, conservatorship, and guardianship conflict resolution. He also has experience in all aspects of estate planning and administration of trusts, probate estates, special needs trusts, and conservatorships. Mr. Stroh has also served as a mediator in a variety of trust and estate disputes both in Los Angeles and San Luis Obispo counties.
Inspired Attorney: Lisa A. Linsky Practice Areas: Complex Commercial and Trust and Estate Litigation; Sexual Assault and Misconduct Investigations and Litigation; and Civil Rights Litigation. Partner at McDermott Will & Emery In Part 2 of our conversation, we delve further into the topics of balance creation and stress management. Lisa gives us insight as to how she, in the beginning of her career, learned how deal with the mental stresses related to the family violence work that she did so that she could compassionately and tenaciously represent her clients. Lisa further reveals how uncertainty actually is a good thing, and gives examples of how her career has been benefited by her following her intuition. We close out our conversation with additional useful advice for attorneys at all levels, along with Lisa's hopes for the future of the practice of law. _ Seeking further strategic guidance?
Inspired Attorney: Lisa A. Linsky Practice Areas: Complex Commercial and Trust and Estate Litigation; Sexual Assault and Misconduct Investigations and Litigation; and Civil Rights Litigation. Partner at McDermott Will & Emery In Part 1 of our conversation, Lisa tells us about how she made her decision to become a lawyer, which is not what you might think! She further reflects on her career as a prosecutor handling intense cases of domestic violence, child abuse and sex crimes investigations and prosecutions. We talk about Lisa's transition to Big Law civil practice after a 16+ career in public service, along with Lisa's creation of a ground-breaking and award-winning diversity and inclusion program at McDermott that reached outside the Firm to the broader legal and LGBT communities. Lastly, Lisa offers some practical advice to lawyers at all stages of their careers on how to attain balance, resilience and joy from our work as lawyers. _ Seeking further strategic guidance?
Goosmann Law Firm's Sioux Falls Estate Litigation Attorney Matt Abel and Host Jeana Goosmann discuss what happens when you don’t have an estate plan in place, the probate process, and how to avoid these issues in the future:It’s Estate Planning Awareness Week! Oct 19th - 25thWhat are the disadvantages of not having a plan?When does probate come into play? How does it work?What are the best ways to avoid the cost the probate?How our Trust Law Counsel Team can helpLearn about Goosmann's Estate Planning Practice HERE. Become a flock fan and subscribe to our Podcast for weekly episodes! Learn more at www.goosmannlaw.com.DISCLAIMER: The information in this podcast episode “episode” is provided for general informational purposes only and may not reflect the current law in your jurisdiction. By listening to our episode, you understand that there is no attorney client relationship between you and the Goosmann Law Firm “GLF” attorneys and podcast publisher. No information contained in this episode should be construed as legal advice from GLF or the individual author, hosts, or guests, nor is it intended to be a substitute for legal counsel on any subject matter. Please read our full Podcast Disclaimer.
Dan Drake, a 1995 graduate of Stetson College of Law, is a real estate attorney at a small firm in Florida. This episode is hosted by Kimber Russell. It's sponsored by LSAC, the Law School Admission Council.
If you've ever wanted to know what happens when you don't plan correctly or how to avoid litigation of your estate this is the episode for you. Kenny Lee of Lee, Kiefer and Park breaks down horror stories and what you can do to avoid litigation. He can be reached at 702-333-1711 or www.lkpfirm.com.
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Today on Hull on Estates, Noah Weisberg and Nick Esterbauer discuss the role of social media in the context of Estate Litigation.
About Smith, Gambrell & Russell, LLP - http://sgrlaw.com Learn more about Laura Wartner http://www.sgrlaw.com/attorneys/lwartner/ Laura L. Wartner is a Partner in and Head of Smith, Gambrell & Russell’s Tax Practice, with a focus in Private Client Services on family business planning, estate planning, and probate administration. [TRANSCRIPT] Private Wealth Services really is about the transition. It's about transitioning not only the families wealth and by that, we're talking not just money but the families values, the families legacy. What's important to the family, to the next generation. That's why it's so much bigger than what we use to call trusts in a states which imply they were just preparing documents. Actually, the documents carry out the plan that the family and we have come to in order to make the transition to the next generation. Also, included in the Private Wealth Services is probate administration, administering a state's, preparing all the various tax returns that need to be prepared as well as philanthropy because often part of the family's transition plan is not to move everything down the generations but part of the plan is to move funds into charity and to support the family charitable goals and involve the family, the larger family in charitable planning. Another important aspect of the work that we do with families is business succession planning. Often, our clients are owners of closely held businesses even family businesses and trying to determine what to do with that business at the death of the owner is very important. One of the reasons why it is so important especially if it's a family business is because the decision about what to do with it can very often affect family dynamics. So, it's important to think about that process, to think about what makes the best solution for the family to transition that business or to sell it beyond the owner's death. I really enjoy this area of law because we can do so much for people and helping them come to an understanding of what they have, how they want to pass it on, what works for them and for their families. It's quite satisfying to work with these families and helped them come up with the plans that they eventually implement and then being able to implement the plan and see it work, that's also very satisfying. We really enjoy working with our clients, we enjoy the relationships that we build with our clients. We often feel like we're a part of the family and our firm would love to work with you.[END] Private Wealth Services: Our attorneys represent a diverse client base, from individuals to large, multi-generational families, including owners of family-held business enterprises, non-U.S. citizens and foreign individuals with significant international and U.S.-based interests. Our clients also span a broad cross section of affluent families, including those who have inherited their wealth from a prior generation and those who are in the process of building their family’s wealth through the operation of family-held business enterprises. Our Group includes six main areas of practice: (1) Domestic and International Income, Estate and Gift Tax Planning, (2) Philanthropic and Family Legacy Planning, (3) Administration of Trusts and Estates, (4) Fiduciary and Estate Litigation, (5) Fiduciary Tax Accounting and (6) legal counsel on issues which are unique to family-held businesses. About Smith, Gambrell & Russell, LLP SGR is a full-service, international law firm that advises regional, national and global businesses on a wide range of legal matters. The firm’s more than 200 attorneys provide legal counsel in more than 45 specialized practice areas, including corporate transactions, litigation, intellectual property, aviation, banking, construction, and employment law. Founded in 1893, SGR has offices in Atlanta, Austin, Jacksonville, London, Munich, New York, Southampton, and Washington, D.C.
This week of Hull on Estates, Jonathon Kappy and Doreen So discuss Jordan Atin’s paper on Avoiding Errors in Estate Litigation.
On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the administrative stage of estate planning with their guests Ronnie Genser and Jeff Scroggin. Ronnie Genser/Bereavement Navigators Prior to founding Bereavement Navigators in 2012, Ronnie Genser s professional background included over 25 years in international and domestic sales, […] The post The “Administrative” Stage of Estate Planning appeared first on Business RadioX ®.
This week on Hull on Estates, Moira Visoiu and Josh Eisen discuss a recent article published in the Law Times describing the trend toward the use of advanced computing technology to answer difficult legal questions and how this might be applicable in the context of estate litigation. Should you have any questions, please email us at or leave a comment on our blog.
If you have any questions, please email us at or leave a comment on our blog page.
Listen To Money Matters With Dino every week on KEIB AM 1150 and KBRT AM 740. This week Dino has on Jackie O from TNG Real Estate Consulting and Real Estate Litigation Attorney Reed Aljin.
Today on Hull on Estates, Natalia Angelini and Stuart Clark discuss a recent paper presented at the 6 Minute Estates Lawyer titled “Expert Evidence in Trust and Estate Litigation,” by Eric N. Hoffstein and Ira Stuchberry. If you have any questions, please email us at or leave a comment on our blog page.
Today on Hull on Estates, Natalia Angelini and Stuart Clark discuss the importance of limitation periods with reference to a paper written by Archie Rabinowitz titled “Limitation Periods in Estate Litigation”. If you have any questions, please e-mail us at or leave a comment on our blog page.
This week on Hull on Estates, David Morgan Smith and Nadia Harasymowycz discuss Solicitor-Client Privilege. They touch on the importance of lawyers' notes relating to Estate Litigation, and reference the recent Nortel Fraud Trial, which can be found . If you have any questions, please email us at or leave a comment on our blog.
This week on Hull on Estates and Succession Planning, Natalia Angelini and Nadia Harasymowycz discuss a recent Institute, Brave New World: Building a Thriving Trusts & Estates Practice in the 21st Century, which was held on Thursday February 3, 2011. There were variety of topics at the Institute, including: · Planning for Disabled Beneficiaries: How Recent Legislative Amendments have Changed Estate Planning , Jan Goddard & Associates · The Role of Social Media in Marketing an Estates and Trusts Practice , Hull & Hull LLP , Thornley Fallis Communications · The Impact of Divorce, Remarriage and Common Law Relationships on Estate Planning , Torkin Manes LLP · The Legacy of Hare versus Hare:Limitation Periods and Promissory Notes , Blaney McMurtry LLP · Damages for Mismanaging Trust Investments , Shibley Righton LLP · The Role of Collaborative Law in Resolving Estate Disputes , WeirFoulds LLP · Recent Cost Decisions in Estate Litigation , de Vries Litigation Kimberly A. Whaley, Whaley Estate Litigation , Eisen Graham If you have any comments, send us an email at or leave a comment on our blog.
This week on Hull on Estates, Rick Bickhram and David Smith discuss forensic document examination and how it applies to the rules of evidence.
This week on Hull on Estates, David Smith and Nadia Harasymowycz discuss cost decisions and estate litigation. If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our blog.
This week on Hull on Estates Jonathan Morse and David Smith discuss some big stories that have occurred in the news lately that have potential impact on those who practice estate litigation. They take a look at the death of Michael Jackson and the decision made by the courts in regards to the sentencing of Bernard Madoff.If you have any comments, send us an email at hull.lawyers@gmail.com or leave a comment on our .
This week on Hull on Estates, Natalia Angelini and Rick Bickhram discuss tools and strategies to prevent estate litigation. Comments? Send us an email at hull.lawyers@gmail.com, call us on the comment line at 206-350-6636, or leave us a comment on the Hull on Estates blog.
This week on Hull on Estates, David Smith and Justin deVries discuss the lesser rules (Rules 8-11) of estate litigation.
During Hull on Estates Podcast #63, Craig Vander Zee and Bianca La Neve discussed various discretionary measures available to a court when making contempt orders. Rule 60 of the Rules of Civil Procedure was referenced, as well as the decision in Belanger v. McGrade Estate (2003), 65 O.R. (3d) 829 (Ont. S.C.J.).
During Hull on Estates Episode #53, Craig Vander Zee and Bianca La Neve conclude their discussion on tips for controlling and managing estate litigation. They focus on the hearing of issues, applications vs. actions, oral discovery and mediation. Visit to find more podcasts on managing estate litigation.
In episode #49, David and Jason discuss issues concerning the estate trustee during litigation (ETDL). They consider the circumstances that call for an ETDL, the technical procedure for appointing the ETDL and the powers and duties of the ETDL. For more information on this topic, see the case of Salisbury v. Dell (1993 Ont. Gen Div) and Jordan Atin's artice, The Estate Trustee During Litigation, in Estate Litigation, volume 2. 2nd ed. (Toronto: Thomson Carswell, 2000) at p.24-1.
During Hull on Estates Episode #48, Craig Vander Zee and Bianca La Neve continue their discussion on tips for controlling and managing estate litigation, focusing on orders giving directions, oral discovery and mediation. Visit to find more podcasts on managing estate litigation.
During Episode #43 of Hull on Estates, Craig and Bianca gave an overview of a previous podcast aired on December 12, 2006. They furthered this discussion on managing estate litigation matters, and considered multiple proceedings (ex. dependent support claims), how issues are set out in Orders for Directions, and evidence requirements, including documentary discovery.
During Hull on Estates Podcast #38, we discussed provisions that may be included in Orders Giving Directions.
During Hull on Estates Episode 34, we discussed Security for Costs Motions in the context of Estate Litigation inlcuding the cases of Re Bisyk (1979), 23 O.R. (2d), 600, Moses Estate, Re (2001), 38 E.T.R. (2d) 231 (Manitoba Master) and Boutzios Estate, Re (2004), 5 E.T.R. (3d) 51 (Ont. S.C.J.) and the changing landscape of the law in respect of Security for Costs Motions.
During Hull on Estates Episode 31, we discussed contingency fees in the context of estate ligitation including the fact that Ontario is now allowed to have contingency fee agreements, what a contingecy fee is, the risk involved in taking a contingecy fee, how disbursements are handled in a contingency fee agreement, fees and the percentage that is taken and what provisions should be included in a contengency fee ageement to make it binding.
During Hull on Estates Episode 28, we discussed solicitor's negligence and the type of claims that can arise in Estate Litigation, prevention of claims and the importance of making an early report of a claim to LawPRO.
During Hull on Estates Episode #21, we discussed the conditions which can lead to a Will challenge and the steps of the Estate litigation process.
In Hull on Estates Episode #18, we discussed security for costs in the area of estate litigation, focusing on the role of contingency fees.
During Hull on Estates Episode #17, we discussed the question of costs in Estate Litigation, the British experience regarding costs and the case of Carapeto v. Good, [2002] WTLR 1305, [2002] EWHC 640 (Ch.)
In Hull on Estates Episode #13, we discussed costs in Estate litigation.