Bringing an estate smoothly through probate is one of the best ways to help families deal with the death of a loved one. Although some estates are contentious and nasty, most of them can be efficiently and effectively handled so families can tie up legal loose ends and gain a sense of closure. Do you know the proper procedural steps for getting an estate through probate? Your role is vital – and knowing what to do can be easy with our authoritative reference materials.

From the convenience of your desk, you can gain all the tips and pointers you need to help get an estate through probate in a smooth and timely fashion. You'll have - at your fingertips - useful techniques for filing an estate in probate court, building solid working relationships with executors or administrators, preparing and filing the inventory and helping to administer the estate. You'll also know how to determine immediate spousal support, deal with estates where there isn't a will, and properly close the estate. Enhance your effectiveness when encountering common probate challenges – order these materials today!

1. How to File an Estate in Probate Court
2. Working With Executors and Administrators
3. How to Prepare and File the Inventory
4. Administration of the Estate
5. Ethical Perils in the Probate Process
6. Dealing With Spouse's Elective Shares
7. Understanding the Laws of Intestacy
8. Closing the Estate

Continuing Education Credits:   

* denotes specialty credits

1. HOW TO FILE AN ESTATE IN PROBATE COURT
   9:00 - 9:45, James B. Curtin
   1. Distinctions Between the Modest and Larger Estate
   2. The Estate Timetable and What Needs to Be Done
   3. Steps for Proving the Will
   4. Steps for Challenging the Will
2. WORKING WITH EXECUTORS AND ADMINISTRATORS
   9:45 - 10:30, James B. Curtin
   1. Duties of Executors or Administrators During the Probate Process
   2. Paralegal Contact With Executors or Administrators
   3. How Misconduct and/or Removal of Executors or Administrators is Handled
   4. Compensation
   5. Special Administration
   6. Duties of the Attorney for the Executor - Who is the Client?
3. HOW TO PREPARE AND FILE THE INVENTORY
   10:45 - 11:45, Brandon A. Borgmann
   1. Preparing the Inventory - What Every Paralegal Needs to Know
   2. Notice
   3. Working With the Attorney to Collect, Maintain and Manage Assets
   4. How to Successfully Solve Common Inventory Problems
4. ADMINISTRATION OF THE ESTATE
   12:45 - 1:30, Brandon A. Borgmann
   1. Dealing With Creditors' Claims
   2. Disclaimers
   3. Insolvency
   4. Preparing Partial Distributions
5. ETHICAL PERILS IN THE PROBATE PROCESS
   1:30 - 2:30, Jacqueline Ferris MacLaren
   1. Distinguishing Between Privileged and Non-Privileged Communications
   2. When the Client Asks for Legal Advice - Knowing How to Say "No"
   3. Protecting Your Firm From Malpractice Actions - Tools You Can Use to Meet Deadlines
6. DEALING WITH SPOUSE'S ELECTIVE SHARES
   2:45 - 3:30, Jacqueline Ferris MacLaren
   1. Homestead Allowance
   2. Dower and Curtesy
   3. Spousal Rights and Personalty
   4. Rights of Election
   5. Procedures
7. UNDERSTANDING THE LAWS OF INTESTACY
   3:30 - 4:00, Jeffrey D. Mackey
8. CLOSING THE ESTATE
   4:00 - 4:30, Jeffrey D. Mackey
   1. Tips for Assisting With Final Accounting
   2. Preparing the Distribution of the Estate to Beneficiaries
   3. Discharge of the Fiduciary

BRANDON A. BORGMANN is an attorney in the Columbus law firm of Carlile Patchen & Murphy LLP, where he 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; Estate & Gift Tax; and Elder Law committees). He earned his B.S. degree from The Ohio State University and his J.D. degree from Capital University Law School.

JACQUELINE FERRIS MacLAREN is an attorney with MACLAREN LAW, LLC. She 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. Ms. MacLaren is a member of the Columbus and Ohio State bar associations. She earned her B.A. degree from The Ohio State University and her J.D. degree from Capital University Law School.

JEFFREY D. MACKEY is a partner in the Westerville, Ohio law firm of Fusco, Mackey, Mathews & Gill, LLP. His practice is concentrated in the areas of estate planning and probate. Mr. Mackey earned his B.A. degree from The Ohio State University and his J.D. degree from The Ohio State University College of Law. He is a frequent speaker in the areas of estate planning and probate.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

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Phone: 866-240-1890

Email: credit@nbi-sems.com