From Opening to Closing the Estate (and Everything In-Between)
When a loved one dies, fiduciaries and beneficiaries must simultaneously cope with emotional loss while resolving the legal, financial, personal and family matters of the decedent. In a process that requires time, focus and attention to detail, they can easily be overwhelmed. Can you successfully guide clients through the process while giving them peace of mind? In this practical program, our seasoned faculty will teach you what needs to be done, when, and how to do it. From opening to discharge of the estate, help clients fulfill their duties, avoid the stresses of administration and wrap up decedents' affairs with confidence. Register today!
Grasp the overall estate administration process and know what must be done and when.
Learn how to work with personal representatives and help them satisfy their obligations.
Receive practical tips for finding, collecting and inventorying all estate assets.
Discover how to reduce tax burdens in estate administration.
Find out how to complete a final accounting that passes court and beneficiaries' scrutiny.
Determine when and how to make distributions to beneficiaries.
Avoid conflicts of interest when administering (or helping to administer) an estate.
Process Overview and Timeline
How to Open the Estate: First Steps and Filing
How to Gather Assets, Compile the Inventory and File it
Ethics: 1.00Estate Planning and Probate: 6.75
This course is accredited for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 6.75 credit hours, of which 1.0 credit hour will apply to legal ethics/professional responsibility credit.Hours in attendance at National Business Institute CLE seminars may be applied to the minimum Judicial Education requirement.This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for attorneys and legal assistants.
THAIS AMARAL TELLAWI is a managing partner with the law firm of Amaral Tellawi Law, where she focuses her practice on estate planning, including wills, trusts, guardianship, and probate. Ms. Tellawi represents individuals, families and business owners. Ms. Tellawi is a member of the State Bar of Texas, Attorney's in Tax and Probate, and National Association of Financial and Insurance Advisors. She earned her J.D. degree from Texas Southern University and her B.A. degree from the University of Houston.
ANDREA L. BARR is an attorney with the law firm of Ford + Bergner LLP, where she focuses her practice on fiduciary, probate and trust litigation. Ms. Barr is a certified guardianship ad litem attorney, and a member of the Houston Bar Association, Attorneys in Tax and Probate, Disability and Elder Law Attorneys Association, and the Real Estate, Probate, and Trust and Litigation sections of the State Bar of Texas. Ms. Barr earned her B.S. degree from the University of Houston and her J.D. degree from the University of Houston Law Center.
DON D. FORD III is the managing partner with the law firm of Ford + Bergner LLP, and is board certified in estate planning and probate. He has lectured to various professional groups on estate planning, probate and guardianships topics; and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission, to serve as a subject-matter expert in the area of guardianships. Additionally, Mr. Ford served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. He has also served on the Editorial Board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. Mr. Ford is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. He earned both his B.B.A. and J.D. degrees from Baylor University.
JOEL NORRIS co-founded Norris Golubovic PLLC, and is board certified in estate planning and probate law by the Texas Board of Legal Specialization. He specializes in estate planning, transfer tax avoidance, estate/trust administration, estate/trust litigation, and tax controversy/litigation. Mr. Norris provides practical counsel to his clients on a full range of issues including minimizing income, gift, estate, and generation skipping taxes, business succession planning, trusts, charitable planning, and many other family wealth transfer issues. Mr. Norris is a member of the State Bar of Texas (Real Estate, Probate, and Trust Section and Taxation Section), American Bar Association, Houston Bar Association, and the State Bar College of Texas. He is licensed to practice in all Texas state courts as well as the United States Tax Court. Mr Norris earned his B.S. degree from the University of Texas at Austin and his J.D. degree from Texas Tech University School of Law.
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