The Probate Process From Start to Finish Training Class

Course ID: 9381

The Probate Process From Start to Finish Training Seminar

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.


	Agenda
	TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT Melanie L. Grayson, 8:30 - 9:20 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 Melanie L. Grayson, 9:20 - 10:10 Duties of the Personal Representative Misconduct and/or Removal Compensation Guidelines Special Administration Issues MANAGING THE INVENTORY Melanie L. Grayson, 10:25 - 11:15 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 Melanie L. Grayson, 11:15 - 12:10 How to Respond to Creditors' Claims Insolvency Managing the Estate Cash Responsibly Disclaimers Partial Distributions MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE Richard F. Hatfield, 1:10 - 2:10 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 Richard F. Hatfield, 2:25 - 2:50 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 Richard F. Hatfield, 2:50 - 3:10 LITIGATING THE CASE IN PROBATE COURT Richard F. Hatfield, 3:10 - 4:10 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 Richard F. Hatfield, 4:10 - 4:40 Final Accounting Distribution of Estate to Beneficiaries Discharge of Fiduciary Tax Returns - What Needs to Be Filed and When


	Audience
	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.