Drafting to Avoid Fiduciary Litigation -- a Litigation Discussion Group CLE

When
Tuesday, January 12, 2027
12:00 PM - 1:00 PM
Location
Quarles & Brady, 411 E. Wisconsin Ave., Suite 2400, Milwaukee (or online)

Registration

Attending In-Person
Attending Virtually

Register

Grab lunch and join fellow estate planners for a presentation by Aaron Hall and Jessica Taylor on drafting estate planning and other legal documents to avoid fiduciary litigation. Lunch will be provided by AWL to in-person attendees, so there’s no cost to attend!

Participants can also attend virtually via Teams. CLE credit will be available.

Aaron Hall is a partner at Amundsen Davis. Aaron is a seasoned litigator with broad experience handling a variety of complex commercial litigation matters. He represents individual and institutional trustees and personal representatives in litigation pertaining to the administration of trusts and estates. He has experience representing clients in disputes relating to claims of undue influence, lack of testamentary capacity, fiduciary liability, fiduciary removal, improper exclusion of beneficiaries and trust/will construction.

Aaron’s experience in construction litigation includes handling an assortment of construction disputes involving the representation of contractors, project owners, and material suppliers on both the plaintiff and defense side. He has experience defending and prosecuting mechanic’s lien foreclosure matters. Aaron also defends against claims of a seller’s alleged failure to disclose defects relating to both residential and commercial properties.

Prior to law school, Aaron worked for an insurance company and handled serious injury claims, which gave him an early insight to some of the coverage disputes he sees today. Aaron’s experience in the insurance field ranges from defending liability cases to coverage interpretation and disputes. In addition, he also handles commercial litigation, contract claims, tort claims, UCC claims, intellectual property matters, white collar criminal defense, labor and employment matters and creditor rights matters such as commercial foreclosures and commercial evictions.

As a former prosecutor in the Milwaukee County District Attorney’s Office, Aaron logged thousands of hours in the courtroom. This experience shapes his perspective and allows him to analyze a case with an eye towards how it may play out in court.

Jessica Taylor is an associate attorney at Amundsen Davis. Jessica’s practice primarily consists of Trust & Estate Litigation since graduating from law school in 2021. Her practice combines the procedural rigor of civil litigation with the practical considerations that arise in T&E matters. Because these disputes are often quite personal and involve deeply rooted family dynamics, she brings a thoughtful and pragmatic approach to helping clients navigate challenging situations while advancing their legal objectives.

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