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| From Event: Closing the Estate, held April 2011.
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Program Description
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Once all the vital documentation is compiled and the creditors appeased, it's time to lay the decedent's affairs to rest. Do you have the knowledge and skill to distribute assets and address any disputes and litigation? This straightforward instruction will help you ensure thorough accounting and settlement of the estate and fair final distribution to heirs. Order today!
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Course Content
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- Being Thorough to Close the Estate without a Hitch
- Common Issues to be Prepared for in Litigation and Probate
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Continuing Education Credits:
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Continuing Legal Education Credit Hrs State Credit Approval Expiration
* denotes specialty credits
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Agenda / Content Covered:
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Session Time: 2:00 PM - 3:30 PM Eastern
Presenter: Jennifer L. Mortel - BEING THOROUGH TO CLOSE THE ESTATE WITHOUT A HITCH
- Alternative Methods: Knowing Your Options
- Timing of Distributions: How Long Do Beneficiaries Have to Wait Until They Get Their Money?
- Steps Involved in Transferring Jointly-Held Assets
- Transferring Other Probate and Non-Probate Assets
- Considerations for Handling Distributions to Minors and Trusts
- Ensuring Thorough Accounting and Settlement of the Estate
- Compensation and Discharge of the Personal Representative
- COMMON ISSUES TO BE PREPARED FOR IN LITIGATION AND PROBATE
- Title and Discovery of Assets
- Contested Claims and Contingent Liabilities
- Marital Agreement Concerns
- Contested Wills and Alternatives: Is it Valid to Disagree?
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JENNIFER L. MORTEL is a founding partner with Bowden Cyr Mortel, PLLC, where she focuses her practice in the areas of personal injury, estate planning, wills and trusts. She has extensive experience negotiating top-dollar personal injury settlements as well as handling cases through litigation. Ms. Mortel is a member of the Minnesota Association for Justice, Minnesota State Bar Association, Wisconsin Association for Justice, State Bar of Wisconsin and Business Networking International. She earned her B.S. degree, magna cum laude, from the University of Wisconsin-Eau Claire and her J.D. degree, cum laude from William Mitchell College of Law.
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Please refer to Continuing Education Credit FAQ for general information about seeking
credit for your participation in one of our continuing education programs.
Additionally, our team of credit specialists are here to answer your specific credit-related
questions weekdays 7am - 5pm Central:
Phone: 866-240-1890
Email: credit@nbi-sems.com
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ACCREDITATION DETAILS:
Continuing Legal Education
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CT
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CLE:
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1.50
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Credit Approval Exp 04/20/2013
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This seminar is approved by the CBA Academy of Continuing Professional Development. This program may qualify for up to 1.5 pre-recorded credit hours, including 0.0 hour of pre-recorded legal ethics, toward admission to the CBA Academy of Continuing Professional Development.
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ID
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CLE:
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1.50
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Credit Approval Exp 04/20/2013
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This program may qualify for up to 1.5 hours of self-study continuing legal education credit in the state of Idaho, which may include 0.0 ethics credit. Application for self-study approval must be submitted to the Idaho State Bar.
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ME
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CLE:
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1.50
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Credit Approval Exp 04/20/2013
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This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 1.5 hours of self-study CLE credit including 0.0 ethics hours under M. Bar R. 12. No more than 5.5 hours of self-study CLE credit may be earned during a reporting period.
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MO
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CLE:
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1.80
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Credit Approval Exp 04/20/2013
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NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for up to 1.8 self-study CLE credit hours. No more than 6.0 hours of self-study CLE credit may be earned during a reporting period. Attorneys may not earn ethics credit with self-study.
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MP
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CLE:
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1.50
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Credit Approval Exp 04/20/2013
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This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.5 hours of self-study CLE credit including 0.0 ethics hours.
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MT
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CLE:
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1.50
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Credit Approval Exp 04/20/2013
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This program may qualify for up to 1.5 hours of self-study CLE credit by the Montana Commission on Continuing Legal Education, including 0.0 hour of ethics. No more than 5.0 hours of self-study CLE credit may be earned during a reporting period.
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| Web: |
Order Now
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| Call: |
800.930.6182 |
| Fax: |
715.835.1405 |
| Mail: |
NBI
P.O. Box 3067
Eau Claire, WI 54702
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