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.
Craft a well-planned timetable and avoid missing crucial deadlines. Establish effective working relationships with executors and administrators to facilitate a smooth process. Capably file the inventory and manage estate administration. 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.
- TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
- Small Estate - What It Is and How to File
- Regular Estate
- The Estate Timetable - What You Need to Do
- Proving the Will
- Challenging the Will
- UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE IN PROBATE
- Duties of the Personal Representative
- Misconduct and/or Removal
- Compensation Guidelines
- Special Administration Issues
- MANAGING THE INVENTORY
- Statutory Requirements and How They Affect Your Case
- Notice to Creditors, Beneficiaries and State Agencies - What Is Required
- Collecting, Maintaining and Managing Assets
- Inventory Problems
- ADMINISTERING THE ESTATE EFFECTIVELY
- How to Respond to Creditors' Claims
- Insolvency
- Managing the Estate Cash Responsibly
- Disclaimers
- Partial Distributions
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.
