Your Practical Guide Through the Initial Steps of Probate
Get step-by-step instruction through the critical first steps of the probate process. From obtaining letters of authority and gathering the necessary documents to creating the inventory, handling creditors, and planning for tax, our attorney faculty will help you avoid mistakes and missed deadlines. Build a solid foundation for the final accounting and estate closing, and administer each estate as efficiently as possible. Register today!
Start the case off on the right foot by confidently navigating critical first steps.
Advise personal representatives by examining all powers, duties, responsibilities, and compensation guidelines.
Gather, value, and maintain all assets - and learn when and how to employ a financial expert.
Pick up tips for validating, prioritizing, and satisfying creditor claims.
Get practical guidance for post-mortem planning, trust administration, and tax hurdles.
This course is part of the Probate Process from Start to Finish series.
This seminar meets the requirements of the NALA Certifying Board for 3.0 hours, including 0.0 ethics, of continuing legal education self-study credit required to maintain the CP(Certified Paralegal) credential.
Sandra J Alexander is a sole practitioner in Tulsa, where her practice is concentrated in the areas of real estate, small and medium businesses, wills, estates, trusts, probate, and legal services for the elderly. She was an instructor in business law and legal implications of the insurance industry for Tulsa Community College and an adjunct professor of law teaching real estate transactions at the University of Tulsa College of Law. Ms. Alexander is a member of the Oklahoma Bar Association. She earned her B.A. degree from Swarthmore College, her J.D. degree from the University of Tulsa College of Law, and completed a graduate study in regional and city planning at the University of Oklahoma in Norman.
Cherish De La Cruz helps families and small businesses create life and estate plans that save money, create peace of mind, and prevent unnecessary stress during life's unexpected events. Ms. De La Cruz was initially inspired to pursue estate planning in 2013 after losing her aunt to appendix cancer. While taking care of her aunt's affairs, she realized first-hand the stress and hardship that is created when a loved one passes away and they do not have a comprehensive and customized plan. It is even more complicated when they are a small business owner. Today, this personal perspective and her extensive background in investments and life insurance guides her firm's estate planning process. Leadership in the community is also a key value of De la Cruz Law, LLC. That is why Ms. De La Cruz is actively involved in several non-profit organizations; recently graduating from the Catholic Charities Atlanta Leadership class, serving as past president of the Georgia Asian Pacific American Bar Association, founding board member of the Exit Planning Exchange Atlanta (2019-2020), Leadership Gwinnett Class of 2019, chair of Elder Law Section of the Atlanta Bar Association (2019-2020), and Mosaic Georgia. She dedicates her time to serving and educating small businesses, families, and the larger community about the estate and business planning process so that her wonderful clients can truly take charge of their life and legacy, knowing that they have done everything in their power to protect their loved ones.
Thomas J Murphy is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
Kyle Robbins is the founder and sole owner of The Law Offices of Kyle Robbins, PLLC. Mr. Robbins practices in the areas of trusts, power of attorney, wills and living wills, probate, and estate planning. He received his B.S. degree from Oklahoma State University and his J.D. degree from the University of Texas School of Law. Mr. Robbins is a member of the State Bar of Texas, the Estate Planning Council of Central Texas, Austin Young Lawyers Association, and the Travis County Bar Association.
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