Are you confident that you can carry out the wishes of your client after they have passed? Do you have the skills you need to smoothly and efficiently handle the details of probate administration? Gain the knowledge and skills you need to fulfill your clients' directives and avoid unnecessary obstacles. Order today!

1. Getting Started: Initiating the Probate Process
2. The Spouse's Rights and Family Maintenance Concerns
3. Closing the Estate
4. Ethical Issues in Probate Practice
5. Roadblocks in Probate: How to Deal with Common Challenges

1. GETTING STARTED: INITIATING THE PROBATE PROCESS
   9:00 - 10:30, Ann E. Georgehead
   1. Determining the Existence or Nonexistence of a Will
   2. Interviewing and Determining the Personal Representative
   3. Duties of the Personal Representative
   4. Evaluating the Estate to Minimize Costs and Expenses - The High Cost of Dying
   5. Locating, Collecting and Taking Inventory of the Decedent's Assets - Probate vs. Nonprobate
   6. Determining Which Types of Administration are Right for You - Informal or Formal
   7. Elections and Filings - Getting Deadlines for the Client
   8. Handling Claims Against the Estate
   9. Using Renunciation and Disclaimers as a Post-Mortem Planning Device
   10. Sample Forms to be Familiar With
   11. Using Checklists to Navigate Your Way Through the Process
   12. Understanding Basic Tax Issues and Concerns in Probate
   13. Hypothetical Case Evaluation - Getting Started in Probate
2. THE SPOUSE'S RIGHTS AND FAMILY MAINTENANCE CONCERNS
   10:45 - 12:00, Ann E. Georgehead
   1. Effect of Prenuptial and Postnuptial Agreements
   2. The Surviving Spouse's Elective Share
   3. Homestead and Exempt Property - What is Legally Your Client's, Regardless of Value
   4. What are the Family Allowances That Can Be Taken
   5. Hypothetical Case Evaluation - Evaluating Spouse and Family Maintenance Concerns
3. CLOSING THE ESTATE
   1:00 - 2:15, C. Shawn Fox
   1. Timing and Methods of Distributions
   2. Transfer of Probate and Nonprobate Assets
   3. Distributions to Minors and Trusts
   4. Preparing a Final Accounting
   5. Petition for Complete Settlement
   6. Obtaining Discharge of the Personal Representative
   7. Using Checklists to Guide You Through the Process
   8. Hypothetical Case Evaluation - Navigating the Closing Process
4. ETHICAL ISSUES IN PROBATE PRACTICE
   2:30 - 3:30, Lee D. Richardson
   1. Identifying the Client
   2. Avoiding Conflicts of Interest
   3. Distinguishing Privileged and Non-Privileged Communication
   4. Keeping the Client Informed
   5. Establishing Attorney's Fees - Engagement Letters and Local Rules
5. ROADBLOCKS IN PROBATE: HOW TO DEAL WITH COMMON CHALLENGES
   3:30 - 4:30, C. Shawn Fox
   1. What to Do When the Decedent Has Property in More Than One State - Multiple Domiciles
   2. Dealing With Insolvent Estates
   3. Intestate Administration
   4. Lost/Withheld Wills
   5. Gifts Made By or on Behalf of Someone Who Shortly Thereafter Dies

C. SHAWN FOX is an attorney with the Louisville law firm of Seiller Waterman LLC, where he practices in the areas of estate planning and administration, civil and commercial litigation, intellectual property and intellectual property litigation. He has lectured to community and professional groups on estate administration and litigation, guardianships and estate planning. Mr. Fox is a member of the probate and trust law section of the Louisville and the Kentucky bar associations; as well as the Louisville Estate Planning Council. He earned his B.A. degree in economics at Bellarmine College and his J.D. degree, cum laude, at the University of Louisville, Brandeis School of Law.

ANN E. GEORGEHEAD is a member of PNC Bank. Ms. Georgehead practices in the areas of estate planning, trust and estate administration and trust, estate, and fiduciary litigation, including ERISA litigation. She received her B.A. degree from Sweet Briar College and her J.D. degree from the University of Kentucky in 1994. Ms. Georgehead is a member of the American, Kentucky, and Louisville bar associations, and recently passed the Florida bar exam. She is also active in various civil and community organizations.

LEE D. RICHARDSON is the sole practitioner of Louisville Elder Law Advisor in Louisville, Kentucky, where he has concentrated his practice in the area of elder law. He has 30 years of experience in estate planning and probate law. He is a frequent lecturer at CLE events on estate planning, probate, and elder law, including the Kentucky Bar Association's Annual Meeting. Mr. Richardson earned his B.A. degree from Tulane University and his J.D. degree from Indiana University School of Law in Bloomington, Indiana. He is a member of the National Academy of Elder Law Attorneys, and the Louisville (member, Estate Planning Section), Kentucky (member, Kentucky Elder Law Committee), and American bar associations (member, Real Property, Probate and Trust Section).

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