Simple missteps can derail a probate, delay distributions, and drag out the process for years. Our seasoned attorney faculty have created a roadmap for you to follow, so that every step, every task is accounted for and scheduled. Get solid support for your probate practice - register today!
Get a rules update from experienced probate attorneys.
Walk through a detailed checklist of executor tasks to help you stay on track.
Find out what to look for in estate planning documents before opening the probate.
Review sample communications with creditors, government agencies, and other parties.
This course is part of the Ohio Probate Forms and Checklists Miniseries series.
This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for up to 3.0 CLE credit hours of Live Interactive Webinar (LIW) training, including 0.0 hour of attorney professional conduct instruction.
CPE for Accountants
CPE for Accountants/NASBA
Specialized Knowledge: 3.50
NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.This program is designed to qualify for 3.50 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendees should be able to: 1. Recall at least three executor tasks. 2. Provide two examples of estate planning documents. 3. List one resource useful in probate practice.Field(s) of Study -- Specialized Knowledge.
JAMES S. ADRAY is a partner in the Toledo law firm of Adray & Grna, where he practices in the areas of business law, probate, estate planning, divorce, and medical malpractice. Mr. Adray is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. He has taught at the University of Toledo Law School and College of Education. Mr. Adray is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law and Alternative Dispute Resolution committees) and Toledo bar associations. He earned both his B.A. degree and J.D. degree from the University of Toledo.
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