Are you confident that you can carry out the wishes of your client after they have passed? Do you have the skills you need to smoothly and efficiently handle the details of probate administration? Gain the knowledge and skills you need to fulfill your clients' directives and avoid unnecessary obstacles at this practical, information-packed seminar. Register today!
- Don't miss a step in the closing process! Use our closing checklist to navigate the process with ease.
- Does the decedent have property in multiple states? Know what steps to take to settle multiple domicile estates.
- Know what steps to take if you need to discharge a personal representative.
This basic level seminar will provide fundamentals of key probate and estate administration topics for:
- Attorneys
- Paralegals
- Accountants
- CLOSING THE ESTATE
- Timing and Methods of Distributions
- Transfer of Probate and Nonprobate Assets
- Distributions to Minors and Trusts
- Preparing a Final Accounting vs. Distributed Statements
- Petition for Complete Settlement
- Obtaining Discharge of the Personal Representative
- Using Checklists to Guide You Through the Process
- Hypothetical Case Evaluation Navigating the Closing Process
- ETHICAL ISSUES IN PROBATE PRACTICE
- Identifying the Client
- Avoiding Conflicts of Interest
- Distinguishing Privileged and Non-Privileged Communication
- Keeping the Client Informed
- Establishing Attorney's Fees Engagement Letters and Local Rules
- ROADBLOCKS IN PROBATE: HOW TO DEAL WITH COMMON CHALLENGES
- What to Do When the Decedent Has Property in More Than One State Multiple Domiciles
- Dealing With Insolvent Estates
- Intestate Administration
- Lost/Withheld Wills
- Gifts Made By or on Behalf of Someone Who Shortly Thereafter Dies
If you intend to take a course for CLE credit, please make sure your state is listed in the "Accreditation" section to the upper right of the program description. Accreditation displayed is unique to the purchased program format (live conference, live webcast, on demand, podcast). Credit totals listed for live conferences are the maximum credits available. Credits issued will be based upon actual time in attendance. Credit totals for other formats are for complete programs. Partial credit is not available for any online or downloadable format.
West LegalEdcenter will not provide accreditation for states not listed.
This product is intended for individual use by the named purchaser. Group viewings for online programs may be arranged for five or more attorneys within the same organization prior to viewing by emailing west.wlec-sales@thomson.com.
