Refining Your Probate Skills: Streamlining Processes and Overcoming Obstacles Training Class

Course ID: 15116

Refining Your Probate Skills: Streamlining Processes and Overcoming Obstacles Training Seminar

Quickly Resolve Cases in Probate While Protecting Your Client's Legacy

Every day a probate case remains open is another day that the deceased's loved ones are reminded of their loss. In order to give beneficiaries closure - and make your job easier - you need to take estates through probate in the most efficient manner possible, while still preserving an inheritance for beneficiaries. What does it take to be able to streamline the process and safeguard the estate's worth? Our distinguished faculty will provide you with practical procedural tips, and will share their own experiences so you can handle crucial details and difficult situations. Make sure your client's wishes are honored in a timely manner, and their assets are passed along intact - enroll today!

Speed up the probate procedure with our step-by-step checklists, sample forms and timelines.
Preserve the estate's worth by skillfully valuing assets and minimizing taxes.
Amicably resolve disputes between beneficiaries and personal representatives.
Protect the estate's value by learning how to deal with creditors: a practical exercise.
Don't jeopardize the net worth of the estate: overcome obstacles involving multiple domiciles.
Avoid accusations of impropriety: correctly handle estate-related funds.
Safeguard the estate's assets with property ownership and trust administration strategies for avoiding probate.
Apply recent legislative updates and laws to your cases.


	Agenda
	CURRENT LEGISLATION AND CASE LAW UPDATE Lawrence G. Hoyle, 9:00 - 9:15 Recent Case Law That Affects Your Practice Uniform Laws (Uniform Trust Code, Uniform Probate Code, etc.) PROCEDURAL DETAILS - HOW TO SPEED THINGS UP Michelle B. Carron, 9:15 - 10:15 Step-by-Step Checklist, Timeline and Sample Forms Administering a Small Estate - Step-by-Step Checklist, Timeline and Sample Forms Practical Tips on Administering an Intestate Estate Closing the Estate - Be Thorough! ACCOUNTING AND TAX ISSUES IN PROBATE Timothy B. Borchers, 10:30 - 11:30 Valuation of Assets (Valuating Securities, Real Estate, etc.) Tax Planning for a Decedent - Income Taxes Before and After Death Inheritance Taxes Generation-Skipping Transfer Tax Business Dissolution Distribution of Assets - Distribution to Minors and Trusts Filing Federal and State Estate Tax Returns - What Needs to Be Filed and When DEALING WITH BENEFICIARIES AND PERSONAL REPRESENTATIVES Michelle B. Carron, 11:30 - 12:30 How to Determine and Locate the Valid Beneficiaries Maintaining Contact with Beneficiaries - Notification Rules Spousal and Family Issues Resignation and Removal of Personal Representatives COMMON AND NOT SO COMMON PROBATE ISSUES Timothy B. Borchers, 1:30 - 2:45 Powers of Attorney and Guardianships How to Secure Property - Practical Tips on Collecting and Safeguarding Property Multiple Domiciles (Interstate and International Probate) Probate in Non-Traditional Families Life Insurance Issues IRA Distribution HIPAA Issues How to Handle Predators of an Estate Communicating with Creditors - Practical Exercises Probate Mediation ETHICAL CONSIDERATIONS Lawrence G. Hoyle, 2:45 - 3:45 Determining Who the Client Is Duties to an Impaired Client Lawyers Serving as Fiduciaries - Handling Other People's Money Determining and Collecting Attorney Fees Conflicts of Interest Intra-Family Transfers AVOIDING PROBATE Timothy B. Borchers, 4:00 - 4:30 Joint Ownership with Rights of Survivorship Beneficiary Designations Revocable Living Trusts - Administration and Termination


	Audience
	This intermediate-level seminar is designed specifically for attorneys specializing in estate planning and administration and will provide the latest legislative update and practical tips for handling probate.