Wills, Trusts & Estates Prof Blog

Editor: Gerry W. Beyer
Texas Tech Univ. School of Law

Thursday, January 17, 2019

CLE on The Probate Process From Start to Finish

CLEThe National Business Institute is holding a conference entitled, The Probate Process From Start to Finish, on Tuesday, March 26, 2019 at the Embassy Suites by Hilton in Portland, Maine. Provided below is a description of the event.

Program Description
Your Fundamental Guide to Probate
So your client wants you to handle a probate case - do you know where to start? Do you know the proper procedures to use, as well as the law? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!
Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners.
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.
Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy.
Get results for your client! Explore successful strategies for litigating in probate court.
Follow thorough closing procedures so accounting is complete before distribution takes place.

Who Should Attend
This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit:
Tax preparers
Trust officers
Financial planners
Estate planners

Course Content
Taking the First Step: Filing an Estate in Probate Court
Understanding the Role of the Personal Representative in Probate
Managing the Inventory
Administering the Estate Effectively
Maintaining an Ethical Balance in Probate Practice
Determining if Spouse's Elective Share is a Reasonable Option
Uncovering the Laws of Intestacy and How They May Apply
Litigating the Case in Probate Court
Putting the Case to Rest: Closing the Estate


Conferences & CLE, Current Events, Estate Administration, Estate Planning - Generally, Estate Tax, Generation-Skipping Transfer Tax, Gift Tax, Wills | Permalink


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