Your client wants you to handle a probate case - but you know they're often complex and require more than a general knowledge of the law. Getting a case successfully settled is almost as much about proper procedure as it is about the law. Do you know what to do? Our experienced faculty will give you detailed information to confidently and ably navigate the system at this power-packed seminar.
Follow thorough closing procedures so accounting is complete before distribution takes place. Use your new knowledge of elective shares and other spousal issues in order to forestall conflicts. Adhere to the guidelines of precedence during intestacy to forestall disagreements between beneficiaries. Employ practical strategies for a favorable outcome when litigating in probate court. This seminar will give you the information you need to counsel your client with confidence throughout the probate process!
This basic level seminar will provide attorneys 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.
- PUTTING THE CASE TO REST: CLOSING THE ESTATE
- Final Accounting
- Distribution of Estate to Beneficiaries
- Discharge of Fiduciary
- Tax Returns - What Needs to Be Filed and When
- DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION
- Homestead Allowance
- How to Determine the Elective Share Estate
- What Are Spousal Rights and Personalty?
- Rights of Election
- Step-by-Step Procedure
- How to Satisfy the Elective Share
- UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
- LITIGATING THE CASE IN PROBATE COURT
- Explanation of Rules of Probate Procedure
- Declaratory Judgment
- How to Conduct Discovery
- What to Do on Appeal
- MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
- Performing Competent Legal Services
- Identifying the Client
- Avoiding Conflicts of Interest
- Distinguishing Between Privileged and Non-Privileged Communication
- Establishing Reasonable Attorney's Fees
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.