Don't miss this invaluable opportunity to gain insights and solutions for specialized probate situations you may not deal with every day. Learn how to determine the best course of action when confronted with unusual challenges so you can carry out your client's wishes. Order today to discover how to troubleshoot effectively when the unexpected occurs!

1. Determine Rightful Heirs or Beneficiaries
2. Solutions to Special Issues
3. Handling Estate Assets and Tax Filings
4. Overcoming Liabilities Challenges and Managing Distributions
5. Addressing Perplexing Ethical Issues
6. Probate Litigation

1. DETERMINE RIGHTFUL HEIRS OR BENEFICIARIES
   9:00 - 10:00, Jacqueline Ferris MacLaren
   1. Determine Mystery Heirs or Beneficiaries More Easily
   2. What You Might Uncover When Proving Kinship
   3. Conservatorships/Guardianships
   4. What to Do About Obscure Types of Beneficiaries
   5. When the Family is Unhappy – How to Handle Controversies
   6. Dealing With Unknown Heirs or Beneficiaries
   7. What if Heirs or Beneficiaries Cannot Be Found?
   8. The Rules Governing the Presumed Death of Someone Missing for Five Years
   9. The Effects of Lapse and Void Benefits
2. SOLUTIONS TO SPECIAL ISSUES
   10:15 - 11:15, Jacqueline Ferris MacLaren
   1. The Need for Extreme Care in the Correction of Errors
   2. Strategies for Avoiding Ancillary Probate
   3. Continuing the Business of the Decedent – Roadblocks Along the Way
   4. Where Asset Protection Planning Can Fall Short
   5. Problems With Real Estate Titles and Leases That Can Come Out of the Blue
   6. Multiple Probate
   7. Differences Between Jurisdictions – What To Look Out For
   8. Wills and the Rights of People in Civil Unions
   9. Share Your Techniques for Making Probate Procedure More Efficient
3. HANDLING ESTATE ASSETS AND TAX FILINGS
   11:15 - 12:15, Brandon A. Borgmann
   1. Identifying and Classifying the Decedent's Assets
   2. Collecting, Managing and Safeguarding Assets
   3. Newly Discovered Assets
   4. Exceptions to an Inventory or Account
   5. Estate Tax Return Preparation
   6. Fiduciary Income Tax Return Preparation
4. OVERCOMING LIABILITIES CHALLENGES AND MANAGING DISTRIBUTIONS
   1:15 - 2:15, James B. Curtin
   1. The Difficulties Creditor Notices Create
   2. Difficult Creditor Negotiations
   3. Statutes of Limitations – a Possible Disaster
   4. The Insolvent Estate: How to Recover the Realty to Satisfy its Creditors
   5. What to Do When Beneficiaries are Minors Who Cannot Pay the Mortgage
   6. Predict Lender Workouts, Sale Problems and Beneficiary Problems
   7. Post-Judgment/Discharge Matters and Assets – Demystified
5. ADDRESSING PERPLEXING ETHICAL ISSUES
   2:30 - 3:30, James B. Curtin
   1. When the Client's Diminished Capacity Becomes Apparent
   2. Identify the Client - the First Step to Avoiding Conflicts of Interest
   3. Privileged vs. Non-Privileged Communication: What Can Happen If You Don't Know the Difference
   4. Your Obligation to Keep the Client Informed
   5. How to Make Notice Rights a Non-Issue
6. PROBATE LITIGATION
   3:30 - 4:30, Brandon A. Borgmann
   1. Discovery in Probate Litigation
   2. Common Probate Litigation Matters
      1. Will Contests
      2. Multiple Wills
      3. Construction and Interpretation
      4. Creditor Claims
      5. Beneficiary and Fiduciary Disputes

BRANDON A. BORGMANN is an attorney in the Columbus law firm of Carlile Patchen & Murphy LLP. Mr. Borgmann focuses his practice on estate administration and related tax issues, estate planning, business succession planning, tax exempt entities, and elder law. He is an adjunct professor and Corporate Moot Court team coach at Capital University Law School. Mr. Borgmann is a member of the Ohio State Bar Association and the Columbus Bar Association (Probate Court Committee, Estate & Gift Tax Committee and Elder Law Committee). He earned his B.S. degree from The Ohio State University and his J.D. degree from Capital University Law School.

JAMES B. CURTIN is an attorney in the Columbus law firm of Hrabcak & Company LPA. He has practiced in the areas of estate planning, probate, tax, income tax and elder law for more than 20 years. Prior to entering the practice of law, Mr. Curtin practiced for 10 years as a certified public accountant (inactive). He wrote an article for the Journal of Pension Planning and Compliance and is a contributing writer for the 2004 Desk Manual on Elder Law. Mr. Curtin is a frequent lecturer on asset protection, probate law, estate planning and taxation for professional groups. He has also lectured for the Ohio Society of CPAs on financial planning and the New York State Society of CPAs on taxation and governmental accounting. Mr. Curtin is a member of the Estate Planning, Probate and Trust section of the Ohio State Bar Association. He is also a member of the Ohio State Society of CPAs. He earned his B.S. degree from Miami University and his J.D. degree from Capital University.

JACQUELINE FERRIS MacLAREN is an attorney with the Nardone Law Group, LLC, in Columbus. Ms. MacLaren has been an attorney for more than six years and focuses her practice on business transactions, estate and business planning, estate and trust administration and probate law. She is a member of the Columbus and Ohio State bar associations. Ms. MacLaren earned her B.A. degree from The Ohio State University and her J.D. degree from Capital University Law School.

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