Live Seminar

Probate Boot Camp

Seminar

Date:

Monday, February 26, 2018

Time:

9:00 AM - 4:30 PM

Product ID#:

79437ER

Location:

Hilton Garden Inn Columbia/Harbison

434 Columbiana Drive

Columbia, SC 29212

$349.00

$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • SC CLE - 6.00

CPE for Accountants

  • CPE for Accountants/NASBA - 7.00

Other

  • IACET - 0.60
  • PACE - 7.00

Program Description

Your Definitive Guide to the Probate Process

When the client is no longer there to make his or her voice heard, the task of interpreting his/her wishes to accurately settle the estate falls on your shoulders. Do you have all the tools you'll need? This truly start-to-finish course will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. Join your colleagues for engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, on the proper application of the portability exemption and the most effective post-mortem planning tactics. Whether you're a beginner or a veteran practitioner, you'll come away with information you can use - register today!

  • Walk through the first steps of the probate and make sure all the interested parties are notified.
  • Help personal representatives learn their role and duties in the process.
  • Accurately assess the value of all the assets.
  • Clear the estate of all debts and liens.
  • Successfully handle distributions and final accounting.
  • Learn how ABA rules of professional conduct translate into highly ethical practices.

Who Should Attend

This basic-to-intermediate level seminar is designed for:

  • Attorneys
  • Accountants/CPAs
  • Financial Planners
  • Trust Officers/Administrators/Managers
  • Enrolled Agents
  • Tax Professionals

Course Content

  1. Probate Process and Procedure
  2. Educating the Personal Representative
  3. Marshalling/Valuing Assets
  4. Handling Debts and Creditor Claims
  5. Ethics
  6. Spouses' Elective Share vs. Second Probate
  7. Closing the Estate
  8. Probate Litigation
  9. Reopening Estates - When, How and Why?

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 *

International Association for Continuing Education Training – IACET: 0.60

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 7.00 *

Professional Achievement in Continuing Education – PACE: 7.00 *


* denotes specialty credits

Agenda / Content Covered

  1. Probate Process and Procedure
    9:00 - 9:45, Written by Daniel K. Felker. Presented by Michelle J. Weil in Charleston and Daniel K. Felker in Columbia.
    1. The First 48 Hours
    2. Locating the Will and Beneficiaries
    3. Choosing the Best Form of Administration
    4. The Estate Timeline - What Must Be Done
    5. Probate Court Filing Procedure and Forms
    6. Initial Notices to Creditors, Beneficiaries and State Agencies
    7. Handling Distributions
    8. Final Accounting
  2. Educating the Personal Representative
    9:45 - 10:15, Written by Daniel K. Felker. Presented by Michelle J. Weil in Charleston and Daniel K. Felker in Columbia.
    1. Duties, Powers, and Responsibilities
    2. Personal Representative Guide/Instructions
    3. Compensation Guidelines
  3. Marshalling/Valuing Assets
    10:30 - 11:15, Written by Thomas D. Kilpatrick. Presented by Christina Demos Wynn in Charleston and Thomas D. Kilpatrick in Columbia.
    1. Statutory Requirements
    2. Collecting, Maintaining and Managing Assets
    3. Valuation Tools and Experts
  4. Handling Debts and Creditor Claims
    11:15 - 12:00, Written by Bianca Williams. Presented by Christina Demos Wynn in Charleston and Bianca Williams in Columbia.
    1. Validating Claims
    2. Priority of Creditor Rights
    3. Selling Property to Satisfy Claims
    4. Tax Claims and Liens
  5. Ethics
    1:00 - 2:00, Written by Evan Guthrie. Presented by Evan Guthrie in Charleston and W. Michael Duncan in Columbia.
    1. Whom do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Practicing Law in More Than One State
  6. Spouses' Elective Share vs. Second Probate
    2:00 - 2:30, Written by Daniel K. Felker. Presented by Christina Demos Wynn in Charleston and Daniel K. Felker in Columbia.
    1. Portability Rules, Claiming Unused Exemption
    2. Homestead Allowance
    3. How to Determine the Elective Share Estate
    4. Elective Share Rights and Procedure
  7. Closing the Estate
    2:45 - 3:30, Written by Tameika Isaac Devine. Presented by Christina Demos Wynn in Charleston and Tameika Isaac Devine in Columbia.
    1. Formal Closing
    2. Informal Closing by Statement of Personal Representative
    3. Final Distributions to Beneficiaries and Liability of Distributees
    4. Tax Returns - Estate and Income, State and Federal
    5. Final Accounting and Discharge of Fiduciary
    6. Inconsistencies Between Inventory and Final Accounting
  8. Probate Litigation
    3:30 - 4:10, Written by W. Michael Duncan. Presented by Audrey Rebecca Brown in Charleston and W. Michael Duncan in Columbia.
    1. The Ability of the Estate to Sue or Be Sued
    2. Causes of Action
    3. Procedural Rules and Evidentiary Provisions
    4. Lost and Contested Wills
    5. Deed Contests
    6. Fiduciary Misconduct, Liability, Disputes With Beneficiaries
  9. Reopening Estates - When, How and Why?
    4:10 - 4:30, Written by Audrey Rebecca Brown. Presented by Audrey Rebecca Brown in Charleston and Bianca Williams in Columbia.
February 22 - Charleston

AUDREY REBECCA BROWN is the principal attorney of the Charleston law firm of A.R. Brown Law Firm, LLC. Since 2012, Ms. Brown has practiced in the areas of family law, wills and trusts, estate planning and probate. She earned her B.A. degree from Berea College and her J.D. degree from George Mason University School of Law. She is a member of the South Carolina Bar, the Charleston County Bar Association, the South Carolina Women Lawyer's Association, and The Center for Women.

EVAN GUTHRIE is the owner of Evan Guthrie Law Firm in Charleston, South Carolina and practices estate planning, probate, elder law, family law, personal injury, special needs law, and education law. He is a member of the South Carolina Bar (Elder Law and Animal Law committees) (past chair of the Young Lawyers Division), as well as and the Wills Clinic Committee for the Young Lawyers Division. Mr. Guthrie is a graduate of the South Carolina Bar Leadership Academy. He is the chair for the South Carolina Bar Young Lawyers Division as well as co-chair of Young Lawyers Division Color of Justice Committee. Mr. Guthrie also has served as the American Bar Association Young Lawyers Division Elder Law Committee vice chair, and as a member of the General Practice, Solo, Small Firm Division, and the Estate Planning, Probate & Trust Committee. He has spoken at several American Bar Association event. Mr. Guthrie has also been published in an American Bar Association publication. He earned his B.A. degree from the College of Charleston and his J.D. degree from the University of South Carolina School of Law.

MICHELLE J. WEIL is the principal attorney of the Charleston law firm of Michelle J. Weil, Attorney at Law, LLC. She served as the law clerk at the Charleston County Probate Court from March 2013 until January 2015. During her clerkship, she assisted with implementing the 2013 amendments to the South Carolina Probate Code and was a speaker at the Nineteenth Annual Probate Court Seminar. Ms. Weil earned her B.A. degree in business administration from the College of Charleston and her J.D. degree from the Charleston School of Law.

CHRISTINA DEMOS WYNN is an attorney with Duggan Law Firm, LLC, practicing in the area of estate planning and probate. She is a member of the South Carolina Bar and the Charleston County Bar Association. Ms. Wynn earned her B.S. degree from the College of Charleston, M.S. degree from the Medical University of South Carolina, Master of Laws degree in taxation from Boston University, and J.D. degree from the Charleston School of Law.

February 26 - Columbia

TAMEIKA ISAAC DEVINE is a partner in the Columbia law firm of Jabber & Isaac, PA. Since 1997, Ms. Devine has practiced in the areas of residential and commercial real estate transactions, probate law, personal injury, business transactions and governmental relations. She serves as an adjunct professor at the Columbia campus of The University of Phoenix. In 2002, Ms. Devine was elected to the at-large seat on Columbia City Council. She is a member of the American Bar Association, the South Carolina Bar, and the Richland County Bar Association. She also serves on the Executive Council of the SC Young Lawyers Division, and as secretary for the South Carolina Black Lawyers Association. Ms. Devine is the immediate past president of the Columbia Lawyers Association. She earned a B.S. degree from Hampton University and her J.D. degree from the University of South Carolina School of Law.

W. MICHAEL DUNCAN is a partner in the Columbia law firm of Austin & Rogers, P.A., where he practices in the areas of probate, criminal law, and personal injury. Mr. Duncan has previously lectured to various professionals on probate and litigation issues. He earned his B.S. degree from Erskine College and his J.D. degree from the University of South Carolina. Mr. Duncan is a member of the Richland County and North Carolina bar associations, the South Carolina Bar (member, Probate Section,) and the South Carolina Criminal Defense Lawyers Association. He is admitted to practice in North Carolina and South Carolina.

DANIEL K. FELKER is a partner in the Columbia law firm of Hucks & Felker, L.L.C. His main areas of practice include estate planning and probate, family law and general civil litigation. Mr. Felker is a frequent continuing legal education speaker on probate topics and an adjunct professor in the Midland's Technical College Paralegal/Legal Assistant Program, teaching courses in wills, trusts and probate, business law, workers' compensation and real property. He earned his B.A. degree from Bob Jones University and his J.D. degree from the University of South Carolina. Mr. Felker is a member of the South Carolina Bar, Richland County Bar Association and the American Bar Association (Real Property, Probate and Trust Section). In practice since 1987, he has handled the estate planning and probate for large and small estates.

THOMAS D. KILPATRICK is an attorney with The Murphy Law Group, P.A., where he focuses his practice on matters involving estate planning; probate administration and litigation; guardianships and conservatorships; trust and fiduciary administration; and elder law. He earned his B.A. degree from the College of Charleston, and his J.D. degree from the University of South Carolina School of Law. He is a member of the Columbia Estate Planning Council, the Richland County Bar Association, the South Carolina Bar and the American Bar Association.

BIANCA WILLIAMS is the principal attorney of AFFC Law LLC located in Columbia, South Carolina. Ms. Williams focuses her practice on matters involving estate planning; probate administration and litigation; business law; elder law; guardianships and conservatorships; and bankruptcy law. She is a member of the South Carolina Bar Elder Law, Law Related Education, and Wills Clinic committee. Prior to attending law school, Ms. Williams served as an estate clerk at the Richland County Probate Court from December 2009 until July 2012. During her clerkship, she oversaw the probate administration of 200+ estates from opening to the closing of the Estate. Ms. Williams earned her B.S. degree in Accounting from the University of South Carolina and her J.D. degree from North Carolina Central University. She is a member of the North Carolina, South Carolina and District of Columbia bar associations.

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

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

SC CLE: 6.00 Includes - Ethics: 1.00
This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 hours, of which 1.0 hour relates to ethical considerations.


International Association for Continuing Education Training

N IACET: 0.60
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.6 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)

Upon completion of this course, attendee will be able to: 1. Relay what must be done within the first 48 hours of the decedent's passing. 2. List at least 3 (three) duties of a personal representative. 3. Restate statutory requirements of marshalling and governing assets in probate. 4. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 5. Explain how ABA rules of professional conduct are applied in probate practice. 6. Explain how to determine spouse's elective share. 7. Describe how to handle final distributions. 8. List two causes of action. 9. Explain why an estate would need to be reopened.

National Association of State Boards of Accountancy

N NAS: 7.00 Includes - Regulatory Ethics: 1.00, Specialized Knowledge: 2.00, Taxes: 4.00
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 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.

This is a basic to intermediate level program presented in a group live setting. Accountants should have a basic understanding of the challenges in the probate process. Upon completion of this course, attendee will be able to: 1. Relay what must be done within the first 48 hours of the decedent’s passing. 2. List at least 3 (three) duties of a personal representative. 3. Restate statutory requirements of marshalling and governing assets in probate. 4. Identify key deciding factors in choosing what property to sell to satisfy creditor claims. 5. Explain how to determine spouse’s elective share. 6. Clarify the personal representative’s authority and responsibility in regards to the decedent’s business. 7. Explain how ABA rules of professional conduct are applied in probate practice. Field(s) of Study -- Regulatory Ethics; Taxes; Specialized Knowledge.

Professional Achievement in Continuing Education

N PACE: 7.00 Includes - Chartered Financial Consultant: 7.00
This seminar qualifies for 7.0 PACE (Professional Achievement in Continuing Education) credit hours for ChFC.


Can't Attend?
Purchase the Recording.

Questions


How To Order

Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702