Mediation Tips

Best Practice Tips for Successful Mediation

From how to prepare for mediation to handling confrontation in sessions, my advice and tips are the result of years as a mediator, settlement negotiator, and litigator in the courtroom.  Wisdom and perspective from countless interviews of others involved in mediation and its outcomes (such as judges, attorneys, financial advisors, elder care case managers, CPAs, and trust officers) have produced a wealth of knowledge for your successful mediation. 

Mediation Tips for Business, Estate & Trust Disputes Nationwide

On this page you'll find best practice tips for attorneys and their clients who mediate.

  • Are you unsure about trying mediation?
  • Do you fear having to do it alone without your support people?
  • Have you no interest in face-to-face confrontations with "the other side"?
  • Maybe you don't believe a mediation agreement can be enforced?
  • Did you experience a less-than-satisfactory mediation in the past?

These tips are being collected  here to generate a common understanding about how you can be confident, non-confrontational, and successful in your mediation.

Nationwide Tips for Divorce and other Family Disagreements

Work in the IRS gift and estate tax unit and four decades each of experience in proper estate administration give me the skill to efficiently handle the complex problems that Beneficiaries and Fiduciaries commonly encounter.  I address lawsuits regarding:

  • Inadequate or inaccurate preparation for an estate inventory or accounting

  • Interpretation of ambiguous provisions in the wide variety of estate planning documents, including no-contest clauses

  • Mishandling or misapplying the principal of trust assets

  • Commingling or theft of funds

  • Removal of fiduciaries for breach of duty

  • Incompetent estate or trust administration

  • Errors in taxation or tax planning that result in greater tax liability

  • Adverse death, gift, generation-skipping and fiduciary income tax issues, and more

Remember:
If you have a great tip for attorneys and their clients involved in mediation, I’d love to interview you. Please email to schedule with me.