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| From Event: Key First Steps in Estate Administration, held March 2011.
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Program Description
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Get a concise legal refresher on the major concepts of estate administration and thoroughly prepare for each case. Start each estate administration off on the right foot – order today!
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Course Content
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- Foundations of Estate Administration Defined
- Preparing to Begin the Administration Process
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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: Jeffrey W. Lambert - FOUNDATIONS OF ESTATE ADMINISTRATION DEFINED
- Identifying Probate and Non-Probate Assets
- Understanding the Various Forms of Administration
- Considerations for the Small Estate
- Knowing the Advantages and Disadvantages of Informal Administration and Complying With the Procedures
- PREPARING TO BEGIN THE ADMINISTRATION PROCESS
- Understanding the Laws of Intestacy and How They Affect the Estate
- Knowing What to Get Out of the Client Interview
- Determining the Survivors' Immediate Needs
- Examining the Safe Deposit Box: Identifying Important Documents
- Locating the Will and Knowing What to Do Next
- Considerations in Appointing and Counseling the Personal Representative
- Practical Tips for Obtaining Information Concerning Assets
- Renunciations and Election of Statutory Share
- Using Disclaimers Correctly
- Notice Requirements
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JEFFREY W. LAMBERT is a sole practitioner with Jeffrey W. Lambert, P.A. His main areas of practice include probate and trust administration, business and estate planning, and residential/commercial real estate. Mr. Lambert serves as Wayzata City Prosecutor (part-time contract position with city) responsible for prosecution of all petty misdemeanors, misdemeanors and gross misdemeanors occurring within city of Wayzata. He is a member of the Hennepin County Bar Association, Minnesota State Bar Association, Wayzata Historical Society and Suburban Prosecutor's Association. Mr. Lambert is one of the founding board members of Wayzata Crime Prevention Coalition. He earned his B.A. degree, cum laude, from the University of Minnesota and his J.D. degree from the University of Minnesota.
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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 03/30/2013
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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 03/30/2013
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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 03/30/2013
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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 03/30/2013
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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 03/30/2013
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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 03/30/2013
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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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