Chapter Meeting - Trust Litigation
Thursday, September 10, 2020, 08:30am - 09:30am
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Date: Thursday, September 10, 2020,

Time: 8:30 - 9:30 AM Via ZOOM Webinar 

Topic: Trust Litigation

Speaker: Jen Flannery, Esq. Barclay Damon.LLP

Coordinators: Jeannette Townsend, CPA and Karen Schaefer, Esq.


About the Program

Trust Litigation

     Interplay with Marital Agreements - Insufficient Dispositions       

     Marital Agreements - Duplication of Interests

     Funding Complexities - Unique Assets & Donative Intent

     Guardianship Considerations

     Opportunities to Avoid Future litigation in Plans

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About the Speaker

Jennifer Flannery Esq.

Jennifer Flannery, Esq

Jen serves as Barclay Damon's Trusts & Estates Practice Area co-chair. Her practice focuses on trusts and estate litigation, planning, and administration, with her litigation practice including will and trust contests; fiduciary litigation; and will-construction, fiduciary-removal, accounting, spousal-rights, and kinship proceedings.

Jen also works with fiduciaries, beneficiaries, and creditors and handles litigated guardianship cases and guardianship and supplemental-needs trust matters. She is certified with the NYS Office of Court Administration to receive fiduciary appointments as court evaluator, guardian, guardian ad litem, receiver, referee, and attorney for alleged incapacitated persons. Jen has significant experience working with individuals on marital agreement plans, including pre-nuptial and post-nuptial agreements; working with clients regarding business-succession planning; and handling planning involving sophisticated transfer and income-tax considerations.

In addition to her role at Barclay Damon, Jen serves as the Erie County public administrator.

Bar Associations

  • American Bar Association
  • Bar Association of Erie County
  • New York State Bar Association, Trusts and Estates Section & Estate Litigation Subcommittee Member

Selected Memberships & Affiliations

  • Barclay Damon Women's Forum
  • Estate Analysts of Western New York
  • Surrogate's Court Practice Subcommittee

Platinum Sponsors

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