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Following the Money

Financial Investigations in Trust, Estate and Conservatorship Litigation

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Price

$25 for Members
$45 for Non-Member
$0 for Patron Members
$0 for CLE All-Access Pass

60 minutes
Date Published

April 24, 2023

Publisher

San Diego County Bar Association

Subjects

Estate Planning, Trust and Probate

Questions

For immediate assistance please consult our FAQ page. If you're unable to find the answer you need, please call 737-201-2059 (M-F, 8am-6pm CT) or e-mail customer service.

Summary


Presented by: The Estate Planning, Trust, and Probate Law Section of the San Diego County Bar Association

Learn best practices for investigating financial issues in probate litigation. When parties litigate trusts, estates, and conservatorships, money is almost always at the center of the issue and following the money can often make or break a party's case. This discussion will feature discovery strategies used by attorneys representing beneficiaries and professional fiduciaries.

Introductions:
David G. Greco, Esq.

RMO LLP, Section Chair

SWOD-19169

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Presenters

Robert Dieringer, Esq.
Partner - Green Bryant & French, LLP

Robert Dieringer is a Partner at Green Bryant & French, LLP. Rob focuses his law practice exclusively on civil elder... Read More

Robert A. Taylor
Forensic Accountant - CBiz, Inc.

Bob has qualified as an economic damages’ expert witness over 100 times in fourteen states, the U.S. District Court, the U.S.... Read More

Hilary J. Vrem, Esq.
Partner - Brierton, Jones & Jones, LLP

Hilary Vrem is a trust and estate litigation partner with Brierton Jones & Jones. Hilary has over ten years of litigation... Read More

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Program Titles and Supporting Materials

This program contains the following components:

Following the Money - Video
Following the Money - Handout
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Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.

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How to Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.

Technical Requirements
You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.

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