Probate: Your A To Z Guide

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Program Description
Understand Fundamental Legal, Procedural, and Tax Aspects of Probate

This essential guide to the probate process offers a solid foundation for all aspects of administering a decedent’s estate. Experienced faculty will walk you through the probate steps from start to finish, highlighting areas for special attention. Fine-tune your processes and speed up the probate process – register today!

  • Distinguish between different forms of administration and accurately determine which one to use.
  • Find out what the executor must accomplish in the first 48 hours.
  • Get effective methods for marshalling assets and managing the estate.
  • Discover helpful tips for valuing and transferring digital assets in probate.
  • Review all the tax forms, deadlines, and reporting requirements involved in probate.
  • Understand the rules and procedures involved in closing an estate.
  • Successfully resolve will contests and other estate disputes.
  • Distinguish between ethical and unethical practices.

Who Should Attend

This basic level seminar is designed for professionals who want to be more effective in handling the probate process, including:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers

Course Content

  1. Probate Timeline and Forms of Administration
  2. First Steps, Initial Petition, and Opening the Estate
  3. Inventory, Asset Management, and Creditor Claims
  4. Digital Assets in Probate
  5. Tax Returns and Issues
  6. Final Accounting, Sale of Property, Distributions, and Estate Closing
  7. Disputes, Adversary Proceedings, and Probate Litigation
  8. Ethics in Probate Practice
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