This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will also benefit attorneys looking for a refresher on the probate process, paralegals, accountants, trust officers and financial planners.
So your client wants you to handle a probate case - do you know where to start? Do you know the proper procedures to use, as well as the law? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!
Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners.
Implement a complete estate timetable in order to know what needs to be done - and when.
Effectively guide the executor and the administrator through their various duties.
Avoid problems arising from creditors' claims and insolvency with our powerful strategies.
Know the secrets to confidently handling a spouse's elective share.
Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy.
Get results for your client! Explore successful strategies for litigating in probate court.
Follow thorough closing procedures so accounting is complete before distribution takes place.
TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT 8:30 - 9:10,
Gary K. Patton
Small Estate - What it is and How to File
The Estate Timetable - What You Need to do
Proving the Will
Challenging the Will
UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE IN PROBATE 9:10 - 9:55, Gary K. Patton
Duties of the Personal Representative
Misconduct and/or Removal
Special Administration Issues
MANAGING THE INVENTORY 10:10 - 10:50,
Breahn R. Vokolek
Statutory Requirements and How They Affect Your Case
Notice to Creditors, Beneficiaries and State Agencies - What is Required
Collecting, Maintaining and Managing Assets
ADMINISTERING THE ESTATE EFFECTIVELY 10:50 - 11:35, Breahn R. Vokolek
How to Respond to Creditors' Claims
Managing the Estate Cash Responsibly
MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE 12:35 - 1:35,
Josh E. Dale
Performing Competent Legal Services
Identifying the Client
Avoiding Conflicts of Interest
Distinguishing Between Privileged and Non-Privileged Communication
Establishing Reasonable Attorneys’ Fees
DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION 1:35 - 2:20,
David K. Holdsworth
How to Determine the Elective Share Estate
What are Spousal Rights and Personalty?
Rights of Election
How to Satisfy the Elective Share
LITIGATING THE CASE IN PROBATE COURT 2:35 - 3:20, David K. Holdsworth
Explanation of Rules of Probate Procedure
How to Conduct Discovery
What to do on Appeal
UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY 3:20 - 4:00,
William D. Stilley
PUTTING THE CASE TO REST: CLOSING THE ESTATE 4:00 - 4:40, William D. Stilley
Distribution of Estate to Beneficiaries
Discharge of Fiduciary
Tax Returns - What Needs to be Filed and When
This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit:
Agendas and Speakers may differ slightly depending on the location. Please
e-mail or call
a representative to obtain an agenda for a particular location.