Program Details
On Demand

The Probate Process in Pennsylvania: Filing the Estate, Personal Representatives, Managing the Inventory, and Estate Administration



Content Partner:  Pennsylvania - NBI, Inc.
Price: $180.00*
This program is no longer available.

* Applicable Membership or Subscription discounts will be added in your shopping cart

Description:

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.

 

  1. TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
    1. Small Estate - What It Is and How to File
    2. Regular Estate
    3. The Estate Timetable - What You Need to Do
    4. Proving the Will
    5. Challenging the Will
  2. UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE IN PROBATE
    1. Duties of the Personal Representative
    2. Misconduct and/or Removal
    3. Compensation Guidelines
    4. Special Administration Issues
  3. MANAGING THE INVENTORY
    1. Statutory Requirements and How They Affect Your Case
    2. Notice to Creditors, Beneficiaries and State Agencies - What Is Required
    3. Collecting, Maintaining and Managing Assets
    4. Inventory Problems
  4. ADMINISTERING THE ESTATE EFFECTIVELY
    1. How to Respond to Creditors' Claims
    2. Insolvency
    3. Managing the Estate Cash Responsibly
    4. Disclaimers
    5. Partial Distributions


Practice Areas: Estate Planning & Probate, Probate & Estate Administration
Online Media Type: Audio
Production Date: 12/18/2006
Level: Intermediate
Category: Standard
Duration: 3 Hours, 9 Minutes
Online Format: On Demand

Click here for information on subscription discounts and Group Viewing opportunities.

Purchase of this product provides online access for 180 days. If you are purchasing a live webcast, you will receive complimentary access to the on demand version for 180 days once it becomes available. Please note that the on demand and podcast versions may, or may not be accredited in your state.

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 sales@westlegaledcenter.com.







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Accreditation:
PA
Pennsylvania
Total Credits: 3
Specialty Credits: 
Status: Accredited
Expiration: N/A
Training Type: Online

West LegalEdcenter provides accreditation as described here. You may be able to self apply for credits in states not listed.

Check your state requirements and get contact information.
Speakers:
Cary D. Jones - Marriner, Jones & Fitch, Washington, PA
John W. Metzger - May, Metzger and Zimmerman, LLP, Lancaster, PA
Erik V. Scully - Scully & Scully, L.L.P., Pittsburgh, PA
Bridget M. Whitley - Skarlatos & Zonarich, LLP, Harrisburg, PA
This product is designed to provide information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


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