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Your Step-by-Step Guide through Troubled Probate  

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training seminars by NBI Inc. NBI Inc.   

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This basic-to-intermediate level program will benefit: Attorneys, Paralegals, Estate and Financial Planners, Accountants, Trust Officers

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Seminar Summary:

Whether you're new to the area of probate law or have practiced it for years, you will find this “walkthrough of errors” useful. Don't get caught unprepared – register today! (see full course description)

 

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Training Course Syllabus:


Anticipate and Resolve Conflicts and Challenges in Probate  

Are you prepared for every contingency impatient beneficiaries and absent-minded PRs can throw your way? Do you know how to handle an estate when the creditors are banging on the decedent's door? We've compiled this little shop of probate horrors for you to learn from others' mistakes before you stumble into them. Whether you're new to the area of probate law or have practiced it for years, you will find this “walkthrough of errors” useful. Don't get caught unprepared – register today!  

  • Gain practical strategies for completing probate when the personal representative fails.
  • Explore all the circumstances that require probate proceedings.
  • Acquire new approaches to effective discovery in probate litigation.
  • Understand the financial hurdles and tax consequences of the decedents' actions on probate.
  • Identify and locate rightful heirs and beneficiaries in the toughest of cases.
  • Find out what to do with estates within estates.
  • Make certain the family business is disposed of precisely as the decedent wanted: know how to locate, value and transfer business interests.
  • Hear the worst of the probate horror stories and prepare for anything this practice might spring on you.

 



  1. CONSERVATORSHIPS AND GUARDIANSHIPS
    9:00 - 10:00, Written by Adam. H. Crow. Presented by Rebecca Hurst in Fayetteville and Adam H. Crow in Little Rock.
    1. Basic Guidelines to Knowing How and When to Use These Tools
    2. Procedures and Forms
    3. Guardianship/Conservatorship for Minors
    4. Guardianship/Conservatorship for Disabled Adults
    5. Estate Planning With a Conservatee (i.e. Stipulated Judgments )
  2. PERSONAL REPRESENTATIVE CHALLENGES
    10:00 - 11:00, Written by Harvey Harris. Presented by Jack Skinner in Fayetteville and Harvey Harris in Little Rock.
    1. Having a PR Appointed When There's No Will
    2. Multiple or Co-PRs
    3. Out of State PR
    4. Controlling the Wayward PR
    5. Disability of a PR or Other Fiduciary
    6. Dealing With Theft or Mismanagement
    7. Disputes Between Beneficiaries and PRs
  3. DETERMINING RIGHTFUL HEIRS OR BENEFICIARIES
    11:15 - 12:15, Written by Harvey Harris. Presented by Jack Skinner in Fayetteville and Harvey Harris in Little Rock.
    1. How to Handle Family Controversies
    2. Common Law Marriage Issues
    3. Non-Marital Children
    4. Equitable Adoption Claims
    5. Finding Missing Heirs
    6. Determining Heirs in Tardy Probate
  4. POSSIBLE LIABILITY PROBLEMS
    1:15 - 2:15, Written and presented in Fayetteville and Little Rock by Brenda J. Vassaur-Taylor.
    1. Statutes of Limitations
    2. Creditors' Claims; Negotiating With Creditors
    3. Selling Property to Pay Claims
    4. Incarcerated Heirs or Beneficiaries
    5. Uncooperative Beneficiaries
    6. Tax Claims and Liens
    7. The Insolvent Estate
  5. FINANCIAL AND TAX HURDLES
    2:15 - 3:15, Written and presented in Fayetteville and Little Rock by Brenda J. Vassaur-Taylor.
    1. Problems With Bookkeeping and Accounting
    2. Problems With Taxes (What, When and How to File)
    3. Problems With Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
  6. CLOSING ESTATES
    3:30 - 4:30, Written by Adam H. Crow. Presented by Rebecca Hurst in Fayetteville and Adam H. Crow in Little Rock.
    1. Formal Closing
    2. Informal Closing by Statement of Personal Representative
    3. Liability of Distributees
    4. Reopening Estates – When, How and Why?

Seminar Summary:

Whether you're new to the area of probate law or have practiced it for years, you will find this “walkthrough of errors” useful. Don't get caught unprepared – register today! (see full course description)

print this agenda print agenda for the Your Step-by-Step Guide through Troubled Probate training seminar

 view dates and locations for this seminar

 

 

 

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