Your Definitive Guide to the Probate Process
When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you'll need? This start-to-finish course will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Join your colleagues for engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, on the proper application of the portability exemption and the most effective post-mortem planning tactics. Whether you're a beginner or a veteran practitioner, you'll come away with information you can use - register today!
- Walk through the first steps of the probate and make sure all the interested parties are notified.
- Help personal representatives learn their role and duties in the process.
- Accurately assess the value of all the assets.
- Learn how the rules of professional conduct translate into highly ethical daily estate planning practices.
All times are shown in Eastern time
- Is Probate Necessary?/Probate vs. Non Probate Assets
10:00 - 10:30, Ivory Umanah
- Ensuring Executors Know Their Duties
10:30 - 11:00, Michael W. Reagor
- Proving Will Validity, Petitioning and Top Problems
11:00 - 11:30, Ivory Umanah
- ASSETS: How to Inventory, Locate, Secure, Value and Manage
11:45 - 12:15, Michael W. Reagor
- INSOLVENT Estates - How to Handle Them
12:15 - 12:45, Frank G. Podesta
- TRUST Traps in Probate
1:15 - 1:45, Michael W. Reagor
- FINAL ACCOUNTING in Estate Administration: Everything You Need to Know
1:45 - 2:15, Louis A. Silverman
- TAX Deadlines, Preparation, Coordination, Filing Returns - AND Top IRS Pitfalls!
2:15 - 3:15, Frank G. Podesta
- Handling DISTRIBUTIONS and Closing the Estate Without a Hitch
3:30 - 4:00, Michael W. Reagor
- Ethical Practice Considerations and Concerns in Probate
4:00 - 5:00, Louis A. Silverman
- Defining Who You Represent
- Avoiding Conflicts of Interest
- Client Communications
- Client Confidentiality
- Attorney's Fees
- Practicing Law in More Than One State
This legal guide to probate is designed for attorneys. It will also benefit accountants and CPAs, trust officers, and paralegals.