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? Get detailed, step-by-step information to confidently and ably navigate the system, and gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Order today!

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

Continuing Education Credits:   

* denotes specialty credits

1. TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
   8:30 - 9:15, Stuart Cameron Rader
   1. Small Estate - What it is and How to File
   2. Regular Estate
   3. The Estate Timetable - What You Need to Do
   4. Proving the Will
   5. Challenging the Will
2. UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVEIN PROBATE
   9:15 - 10:00, Leonard Anderson
   1. Duties of the Personal Representative
   2. Misconduct and/or Removal
   3. Compensation Guidelines
   4. Special Administration Issues
3. MANAGING THE INVENTORY
   10:15 - 11:00, Leonard Anderson
   1. Statutory Requirements and How They Affect Your Case
   2. Notice to Creditors, Beneficiaries and State Agencies - What is Required
   3. Collecting, Maintaining and Managing Assets
   4. Inventory Problems
4. ADMINISTERING THE ESTATEEFFECTIVELY
   11:00 - 11:45, Amrit Kaur Khalsa
   1. How to Respond to Creditors' Claims
   2. Insolvency
   3. Managing the Estate Cash Responsibly
   4. Disclaimers
   5. Partial Distributions
5. MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
   12:45 - 1:45, Stuart Cameron Rader
   1. Performing Competent Legal Services
   2. Identifying the Client
   3. Avoiding Conflicts of Interest
   4. Distinguishing Between Privileged and Non-Privileged Communication
   5. Establishing Reasonable Attorneys’ Fees
6. DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION
   1:45 - 2:30, Amrit Kaur Khalsa
   1. Homestead Allowance
   2. How to Determine the Elective Share Estate
   3. What are Spousal Rights and Personalty?
   4. Rights of Election
   5. Step-by-Step Procedure
   6. How to Satisfy the Elective Share
7. UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
   2:45 - 3:30, Amrit Kaur Khalsa
8. LITIGATING THE CASE IN PROBATE COURT
   3:30 - 4:15, Stuart Cameron Rader
   1. Explanation of Rules of Probate Procedure
   2. Declaratory Judgment
   3. How to Conduct Discovery
   4. What to Do on Appeal
9. PUTTING THE CASE TO REST: CLOSING THE ESTATE
   4:15 - 4:40, Leonard Anderson
   1. Final Accounting
   2. Distribution of Estate to Beneficiaries
   3. Discharge of Fiduciary
   4. Tax Returns - What Needs to be Filed and When

LEONARD ANDERSON is an attorney with the Anchorage law firm of Burr Pease & Kurtz, where his main areas of practice are transactional business entities, probate and estate planning and real property. Mr. Anderson has given lectures for the Alaska Bar Association and its Elder Law Section and for National Business Institute. He is a member of the Alaska Bar Association (chair, Business Law Section and a member of the Estate Planning and Probate Section). Mr. Anderson is the president elect and member of the board for the Anchorage Bar Association. He earned his B.S. degree from Brigham Young University and his J.D. degree from Gonzaga University.

AMRIT KAUR KHALSA is the owner of the Law Office of Amrit Kaur Khalsa. Since 1986, she has concentrated her practice in the areas of estate planning, probate, guardianship and elder law issues, including disability and long-term care planning, Medicaid, and Medicare. Ms. Khalsa has spoken at seminars for the Alaska Bar Association and other professional organizations on topics relating to estate planning, probate, guardianship, and elder law. A resident of Anchorage since 1967, she earned her undergraduate degree in Philosophy with highest honors from Spring Hill College and her law degree with honors from Gonzaga University School of Law. Ms. Khalsa is a member of the Anchorage Estate Planning Council, the Estate Planning and Probate Section and the Elder Law Section of the Alaska Bar Association, the American Bar Association Real Property, Probate, and Trusts Law Section, and the National Academy of Elder Law Attorneys.

STUART CAMERON RADER is an attorney with the Anchorage law firm of Ingaldson, Maassen & Fitzgerald, P.C., where he practices in the areas of personal injury, real estate, elder law, wills and probate. Mr. Rader is a member of the Alaska Bar Association (current member of the Law Related Education Committee, Real Estate Section and the Estate Planning and Probate Section and former member of the Elder Law Section). He earned his B.A. degree from the University of Kansas and J.D. degree from the University of Puget Sound School of Law.

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