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? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!
Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners.
Implement a complete estate timetable in order to know what needs to be done - and when.
Effectively guide the executor and the administrator through their various duties.
Avoid problems arising from creditors' claims and insolvency with our powerful strategies.
Know the secrets to confidently handling a spouse's elective share.
Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy.
Get results for your client! Explore successful strategies for litigating in probate court.
Follow thorough closing procedures so accounting is complete before distribution takes place.
Taking the First Step: Filing an Estate in Probate Court
Managing the Inventory
Determining if Spouse's Elective Share is a Reasonable Option
Uncovering the Laws of Intestacy and How They May Apply
Litigating the Case in Probate Court
Understanding the Role of the Personal Representative in Probate
Administering the Estate Effectively
Putting the Case to Rest: Closing the Estate
Maintaining an Ethical Balance in Probate Practice
This seminar meets the requirements of the NALA Certifying Board for 6.60 hours, including 1.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
ALAN M. FLORIA is the owner of the Law Offices of Alan M. Floria. He maintains offices in Brick and Verona, New Jersey. Mr. Floria has been in the private practice of law for more than 34 years. His law practice concentration areas are estates and trusts/elder law, specializing in the creation of estate documents, such as wills, powers of attorney, and simple to complex trust agreements. Along with his estates, trusts and elder law practice, Mr. Floria still practices in the fields of corporation, business and taxation law. He is admitted to practice in New Jersey and Florida and before the United States District Court for the District of New Jersey. He has been on a financial planning radio show monthly for the past 11 years rendering legal advice to the listeners. Mr. Floria earned his B.A. and M.B.A. degrees from Rutgers University and his J.D. degree with a concentration in taxation from Seton Hall Law School.
LEONARD JC HARDESTY JR. is an attorney with Hardesty Law Group, PC, where his practice areas include corporate and business law, commercial and residential real estate, estate and gift tax planning, estate administration, and federal and state tax controversy. Mr. Hardesty is admitted to practice law in New Jersey and New York, and before the U.S. District Court, District of New York, the U.S. District Court, District of New Jersey, and the U.S. Tax Court. He earned his B.S. degree from Purdue University, his M.B.A. degree from the Stillman School of Business at Seton Hall University, his J.D. degree from Seton Hall University School of Law, and his LL.M. degree from the New York University School of Law.
KAY M. SOWA is a paralegal with Capehart & Scatchard, P.A., in Mount Laurel, New Jersey. She concentrates in the areas of trust, estate, and taxation. She is designated by the Internal Revenue Service as an enrolled agent; by the National Association of Estate Planning Councils as an accredited estate planner; and as a certified trust and financial advisor through the Institute of Certified Bankers. While the majority of her career has been focused on trust and estate administration, as well as taxation, Ms. Sowa also worked for a software company, where she gained experience in the use and development of various trust, estate and tax software applications as a software trainer. She has also been involved in estate litigation. Ms. Sowa is a frequent lecturer with the Institute for Paralegal Education and National Business Institute. She has also presented for the Federal Bar Association and was an adjunct professor at the Erie Business Institute, where she taught paralegal/legal secretarial classes. She is a member of Burlington County, New Jersey Bar Association. Ms. Sowa has also presented workshops in budgeting, credit reports, and personal finances. She is a member of the Estate and Financial Planning Council of Southern New Jersey, the National Association of Enrolled Agents, the National Association of Estate Planning Councils, the National Association of Estate Planners and Councils, and the Institute of Certified Bankers. She is a member of the District Ethics Committee for Burlington County, New Jersey as appointed by the New Jersey Supreme Court. Ms. Sowa earned her associate's degree from Bryan & Stratton Business Institute and her paralegal certificate at Penn State.
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