The Ultimate Guide to Probate  training seminars presented by NBI Inc. register now on FindaSeminar.com

findaseminar logo balls FindaSeminar.com
event search registration and marketing services since 2002
Advanced Search
 
 

The Ultimate Guide to Probate  

 Email information about this seminar The Ultimate Guide to Probate  by NBI Inc. to yourself your manager or associates Email this event... View and register for other training seminars like The Ultimate Guide to Probate  by NBI Inc. on FindaSeminar.com Find similar training.. Find and register for other training seminars by NBI Inc. on FindaSeminar.com Other seminars from NBI Inc.

By:

training seminars by NBI Inc. NBI Inc.   

For:

This course is designed for attorneys. It will also benefit accountants, enrolled agents, paralegals, trust officers, financial planners, and tax managers/consultants.

Cost:   

see Registration info for seminar cost, group discount etc.

Seminar Summary:

Our esteemed faculty will provide you with not only an understanding of the step-by-step probate process, but also with a hard-won knowledge for managing issues regarding executors, creditor claims, inventory/accounting, beneficiary distributions and closing the estate (see full course description)

 

 Seminar / Training class dates & locations

 

No seminar dates for this event are currently scheduled.  Please use the seminars search box above or choose one of the following additional training search options to find similar training.

creditors+executors+accounting+beneficiaries+distributions+estates+probate training seminars workshops conferences online training

Providers course catalog

Find seminars by state

Find seminars by city

Request on site training

Use Advanced Search

NEW  Don't miss training you want to attend

Receive a personal Training Alert when training you want to attend comes to your area. Create a personal Training Alert now  it's Free and only takes a minute!


 

 

 

share this page 

print the agenda print agenda for the The Ultimate Guide to Probate  seminar

 

 

Training Course Syllabus:


The Ultimate Guide to Probate

Your Comprehensive Probate Guide - with an Eye on the Assets

Probate practice is becoming an increasingly marketable skill due to the aging population and clients' reliance on competent attorneys and other professionals who can smoothly guide them through the procedures. Our esteemed faculty will provide you with not only an understanding of the step-by-step probate process, but also with a hard-won knowledge for managing issues regarding executors, creditor claims, inventory/accounting, beneficiary distributions and closing the estate. Enhance your practice - register today!

  • Navigate the probate process with ease in our practical, step-by-step walkthrough.
  • Accurately identify, value, prepare and distribute probate assets.
  • Pick up best practices for handling creditor notices and claims.
  • Find out how to deal with non-cooperative executors, beneficiary disputes, assets in the possession of others and other sticky issues.
  • Gain tips for navigating through tax forms so you can make strategic, money-saving decisions quickly.
  • Learn how to successfully balance the final account and close the estate.


All times are shown in Eastern time

  1. The Probate Process Explained
    10:00 - 11:00, Katie Bindrup
    1. Initial Considerations and Steps
    2. Roles and Responsibilities
    3. Situs and Ancillary Probate
    4. Forms of Administering an Estate
    5. Laws of Intestacy and Heirship
    6. Exceptions to Succession: Blended Families and More
    7. Executor Appointment and Taxpayer ID Number
    8. Filing Petition to Admit Will to Probate
    9. Notice to Interested Parties
    10. Waivers and Consents Rejections
    11. How to Manage the Non-Professional Executor
    12. Lost Wills, Partial Revocations, and Trends in Will and Trust Contests
  2. Distinguishing Between Probate and Non-Probate Assets
    11:15 - 11:45, Katie Bindrup
  3. Inventory and Satisfying Creditor Claims
    11:45 - 12:45, Ivory Umanah
    1. Strategies for Discovering Assets in the Modern Age, Digital Assets
    2. Dealing with Digital Accounts and Assets
    3. Exempt Property Set-Asides and Family Allowance
    4. Identifying and Valuing Assets
    5. Reporting of Annuities on Inventories
    6. Inventory Issues: Marital Property, Loaned Items and More
    7. Identifying Possible Creditors and Giving Actual Notice
    8. Creditor Priorities and Claims You Should Reject
    9. Insufficient Assets and Abatement
  4. Maintaining the Estate and Preparing Assets for Distribution
    1:15 - 2:00, Ivory Umanah
    1. Recordkeeping for the Duration of Probate
    2. Handling Non-Divisible/Joint Assets
    3. Rules Regarding Probate Sales of Real Property
    4. Tax Implications for Sales of Property
  5. Tax Deadlines and Preparing, Coordinating and Filing Returns
    2:00 - 3:00, Benjamin R. Podraza
    1. Selection of the Tax Year
    2. When to File Form 1041/Estate Income Tax Return
    3. Portability: Should You File Form 706?
    4. Allocating Items that are Deductible on the 1041/Final 1040/706
    5. Passive Activity Losses and Basis Adjustments
    6. Reporting of Transfers on Schedule G and Life Interests
  6. Beneficiary Distributions, Final Account and Closing of the Estate
    3:15 - 4:00, Katie Bindrup
    1. Partial Distributions, Disclaimers and Divestment Traps
    2. Mitigating Distribution-Related Tax Consequences
    3. Recovering Assets in the Hands of Others
    4. Settling Disputes with Beneficiaries
    5. Covering Your Assets: Getting Receipts Signed
    6. Classification of Expenses on the Final Account
    7. Balancing the Final Account: Common Mistakes
    8. Extending, Closing and Re-Opening an Estate
  7. Ethical Practice Considerations and Concerns in Probate
    4:00 - 5:00, Katie Bindrup
    1. Who is Your Client?
    2. Rules of Professional Conduct
    3. Establishing Reasonable Attorney and Paralegal Fees
    4. Attorneys' Obligations to Executor and Opposing Parties
    5. Ethical Risks of Attorneys Serving as Executors
    6. Attorneys or Attorneys' Relatives Named as Beneficiaries
    7. Mock Ethical Scenarios and Recommended Solutions

Seminar Summary:

Our esteemed faculty will provide you with not only an understanding of the step-by-step probate process, but also with a hard-won knowledge for managing issues regarding executors, creditor claims, inventory/accounting, beneficiary distributions and closing the estate (see full course description)

print this agenda print agenda for the The Ultimate Guide to Probate  training seminar

 view dates and locations for this seminar

 

 

 

Custom Search