Scott Kerwin
Trustee Decisions, or the "Rock and the Hard Place" [56min] Ethics Time: 10min

Date:

June 4, 2026

Course:

Advising Trustees, Beneficiaries and Others 2026

Contributor(s):

Scott Kerwin

Wills Estates and Trusts » Executors and trustees, Trust planning

Presentation Content:

Slides: Advising the “Honest and Perspiring Trustee” (and others): Discretion, Exoneration and Discharge
Paper: Advising the “Honest and Perspiring” Trustee (and Others): Discretion, Exoneration and Discharge
Paper: Trustee Discretion and Making Informed Decisions: A Review of the Current Law

Trustee Discretion [33min] Ethics Time: 5min

Date:

April 9, 2026

Course:

Estate Planning Express 2026 - 25 Minute Topics

Contributor(s):

Scott Kerwin

Wills Estates and Trusts » Estate planning, Executors and trustees, Trust planning

Presentation Content:

Slides: Trustee Discretion
Paper: Trustee Discretion and Making Informed Decisions: A Review of the Current Law

Trustee Decision-making [1h] Ethics Time: 10min

Date:

June 25, 2025

Course:

Trust Issues: A Re-examination of Often Overlooked Foundational Concepts 2025

Contributor(s):

Scott Kerwin

Wills Estates and Trusts » Executors and trustees

Presentation Content:

Slides: Trustee Discretion and Informed Decisions Making
Paper: Trustee Discretion and Making Informed Decisions: A Review of the Current Law

Necessary Estate Planning Knowledge for Estate Litigators [49min] Ethics Time: 5min

Date:

October 18, 2024

Course:

Estate Litigation Update 2024

Contributor(s):

Peter J. Glowacki

M. Scott Kerwin

Wills Estates and Trusts » Estate planning, Executors and trustees, Trust planning, Wills, Wills challenges

Presentation Content:

Slides: Necessary Estate Planning Knowledge for Estate Litigators
Paper: Necessary Estate Planning Knowledge for Estate Litigators: The Underlying Legal Principles

Commencing an Estate Litigation Claim [55min]

Date:

March 11, 2021

Course:

Estate Litigation Basics 2021

Contributor(s):

M. Scott Kerwin

Wills Estates and Trusts » Estate litigation, Executors and trustees, Probate application

Presentation Content:

Slides: Commencing an Estate Litigation Claim
Paper: Commencing an Estate Litigation Claim
Paper: Schedule A: “Commencing an Estate Litigation Claim: Pleadings, Proof in Solemn Form, and the “Culture Shift” in Probate Litigation”

Commencing an Estate Litigation Claim [37min]

Date:

April 13, 2018

Course:

Estate Litigation Basics 2018

Contributor(s):

M. Scott Kerwin

Litigation » Estate litigation, Pleadings
Wills Estates and Trusts » Estate litigation

Presentation Content:

Paper: Commencing an Estate Litigation Claim: Pleadings, Proof in Solemn Form, and the “Culture Shift” in Probate Litigation

Solicitor Client Privilege in Estate Litigation [41min]

Date:

February 26, 2016

Course:

Estate Litigation Basics 2016

Contributor(s):

M. Scott Kerwin

Litigation » Estate litigation, Professional Responsibility
Professional Responsibility and Ethics » Client Relations
Solicitor » Solicitor-client privilege
Wills Estates and Trusts » Client Relations, Estate litigation, Professional Responsibility

Presentation Content:

Paper: Estate Litigation and Legal Advice Privilege