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The Probate Process From Start to Finish
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Who Should Attend?
Will provide attorneys who have limited probate experience with tips on successfully handling a probate case and will benefit attorneys looking for a refresher on the probate process
Full Seminar DescriptionSettling an estate in probate is a complicated process. Successful probate requires not only your legal knowledge, but also an understanding of real estate, tax and financial issues. This informative seminar explains to you, step by step, how to successfully manage the probate process and handle those complicated issues. You will learn the proper way to file an estate in probate court, and explore the key role of the personal representative in the probate process. Discover how to administer the estate effectively, in order to carry out the decedent's final wishes. Our experienced faculty will also give you tips on how to maintain an ethical balance in probate practice. Fee per person: $379
Benefits of Attending
Master the Step-by-Step Process for Successful Probate
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, step-by-step 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, manage creditors' claims, make distributions and troubleshoot any problems that arise. Use your new knowledge of elective shares and other spousal issues in order to forestall conflicts. 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 entire probate process!
- 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.
- Adhere to the guidelines of precedence during intestacy to forestall disagreements between beneficiaries.
- Get results with 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
- 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
- Managing the Estate Cash Responsibly
- Partial Distributions
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
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
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
Who Should AttendThis 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.
Registration: 8:00-8:30 a.m.
Start: 8:30 a.m.
Stop: 4:40 p.m.
Sponsor Background:About NBI
National Business Institute
Providing Legal Knowledge to Any Business, Anytime, Anywhere
National Business Institute (NBI) has been providing legal education to attorneys, accountants, human resource and insurance professionals, real estate agents, teachers and all other corporate and legal professionals for over 20 years. We have trained on every legal topic relevant to the workplace and have access to the most comprehensive library of training tools in the industry.
Since 1983 we have been one of the largest providers of legal and professional education in the nation. We currently hold seminars in major metropolitan areas in all 50 states and Puerto Rico, serving over one million professionals.
An NBI seminar will provide you with the practical knowledge you need to perform your job with greater skill and effectiveness. In addition, we work in close cooperation with more than 500 continuing legal and other education credit-granting organizations. You can be confident that we carefully design our seminars to ensure that you’ll be able to satisfy all of your professional training requirements.
Our commitment to your success is what drives our daily activities. When you train with National Business Institute, you not only make an investment in your career, but you also make an investment in yourself. We look forward to helping you gain the knowledge you desire while showing you all the ways NBI provides more choices for your success!
We provide training solutions for your success!
Why should you trust NBI for your continuing education needs?
Simply put, NBI is the best! Having trained over one million professionals, we know what you need, and we have the ability to help you obtain it. Our satisfied customers agree that we are innovative, established and practical. With each NBI seminar you are guaranteed to receive:
Timely Information to Help You Keep Your Edge
NBI is dedicated to providing you with a wide choice of relevant seminar topics led by knowledgeable, experienced instructors and carefully designed to meet your continuing education needs. You can rest assured that we are up-to-date on the latest legal issues and changes, and that we won’t rest until we deliver the most timely information to you!
Free Reference Manual
Your learning doesn’t end with the conclusion of the seminar presentation. With our comprehensive course manual, written specifically to accompany each program, you’ll have all the information you need right at your fingertips. This manual, included with your tuition, allows you to take the seminar back to the office with you!
Network Opportunities with Fellow Professionals
By focusing on a specific content area, our seminars offer a great opportunity to get together with other professionals who have the same concerns and challenges you experience every day.
Savings for Additional Colleagues
Could others in your office benefit from the great information offered through our seminars? When you register for a program, each additional colleague from your office will receive a savings of $10 off the total tuition price for the same program. The more you bring the more you save!
Convenient Locations and Schedules to Fit Your Busy Life
Your professional life is demanding, busy and valuable. We recognize that your time is at a premium, so we make every effort to schedule our seminars at a location and during a time that is as convenient as possible to you and other professionals in your area. Our goal is to provide you all the benefits of a live seminar, with a minimum of travel, time away from the office and expense.
Guarantee - If you aren't satisfied with a live program or online training resource, call or write us within 60 days of program attendance or online product receipt and we'll make it right. For shippable product orders, please return the product within 60 days of the product receipt and we are happy to refund the product price minus shipping costs.
Cancellation - We understand that plans change. If you find you can no longer attend a program please contact Customer Service. We'd be happy to assist you by transferring your registration to a colleague, setting up a credit for a different NBI event, or sending you the manual and audio recording of the event plus shipping. If you prefer, you may receive a full refund, less a $20 processing fee, if you cancel 4 or more business days prior to the seminar. Any cancellation received within 3 business days of the seminar will not be eligible for a cash refund, but may still take advantage of one of the alternate options listed above. The processing fee of $20 will apply, and any registration that is converted to a manual and audio recording of the event will incur an additional shipping charge.