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Audio CD + Course Book

Probate Boot Camp

Audio CD + Course Book

Copyright Date:

March, 2018

Product ID#:

79582CDRA

Audio + Course Book

Credit Information

Continuing Legal Education

  • ME CLE - 6.00
From Event: Probate Boot Camp, held March 2018.

Program Description

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 overview will take you through each stage of probate and offer time-tested techniques to handle challenges at each step of the way. 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 find information you can use - order today!

Course Content

  1. First Steps
  2. Educating the Personal Representative
  3. Post-Mortem Planning, Trust Administration, and Tax Hurdles
  4. Marshalling/Valuing Assets
  5. Spouses' Elective Share vs. Second Probate
  6. Handling Debts and Creditor Claims
  7. Ethics
  8. Ancillary Probate and Other Problem Areas
  9. Closing the Estate Reopening Estates - When, How and Why?

Continuing Education Credit

Continuing Legal Education – CLE: 6.00 ME - Credit Approval Expiration 03/19/2020 *


* denotes specialty credits

Agenda / Content Covered

  1. First Steps
    8:30 - 9:15, Miles C. Hunt
    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. Laws of Intestacy
  2. Educating the Personal Representative
    9:15 - 9:45, Miles C. Hunt
    1. Duties, Powers, and Responsibilities
    2. Personal Representative Guide/Instructions
    3. Compensation Guidelines
  3. Post-Mortem Planning, Trust Administration, and Tax Hurdles
    9:45 - 10:30, Miles C. Hunt
    1. Trust Administration
    2. Post-Mortem Tax Planning
    3. Problems With Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
    4. The Share of Minors in an Estate
    5. How to Calculate the Omitted Spouse Share or Omitted Child Share
    6. Shares of Disabled Adults and Means-Tested Government Benefits
    7. Finding Real Estate, Bank Accounty, life Insurance, Intangibles, etc.
  4. Marshalling/Valuing Assets
    10:45 - 11:30, Paul D. Shapiro
    1. Statutory Requirements
    2. Collecting, Maintaining and Managing Assets
    3. Valuation Tools and Experts
  5. Spouses' Elective Share vs. Second Probate
    11:30 - 12:30, Paul D. Shapiro
    1. Portability Rules, Claiming Unused Exemption
    2. Homestead Allowance
    3. How to Determine the Elective Share Estate
    4. Elective Share Rights and Procedure
  6. Handling Debts and Creditor Claims
    1:30 - 2:00, Caitlin LoCascio-King
    1. Validating Claims
    2. Priority of Creditor Rights
    3. Selling Property to Satisfy Claims
    4. Tax Claims and Liens
  7. Ethics
    2:00 - 3:00, Caitlin LoCascio-King
    1. Whom do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Practicing Law in More than One State
  8. Ancillary Probate and Other Problem Areas
    3:15 - 4:00, Tudor Goldsmith
    1. Property in Other States
    2. Multiple Estates, Property in Multiple Jurisdictions Within a State
    3. Lapsed or Void Gifts
    4. Death Before Divorce is Finalized
    5. Avoiding Foreclosure of a Probate Asset
    6. Title Problems
    7. Issues with Foreign Parties/Assets
  9. Closing the Estate Reopening Estates - When, How and Why?
    4:00 - 4:40, Tudor Goldsmith
    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
    7. Reopening Estates - When, How and Why?

TUDOR GOLDSMITH is a member of Jensen Baird Gardner & Henry’s trusts and estates and probate litigation practice groups. After earning her B.A. degree from Hamilton College, Ms. Goldsmith worked several years in nonprofit administration before returning to school to study law. She then graduated, summa cum laude, from the University of Maine School of Law, where she was awarded the ALI/ABA Scholarship and Leadership Award for the law student in the graduating class who best represented a combination of scholarship and leadership. Following her graduation from law school, Ms. Goldsmith clerked for the Honorable Jon D. Levy at the Maine Supreme Judicial Court. She is a member of the Maine State Bar Association and the American Bar Association.

MILES C. HUNT is an attorney with Epstein & O'Donovan, LLP, having joined the firm in 2016. Prior to joining the firm, Mr. Hunt practiced in the areas of estate planning, estate and trust administration and elder law at a small Western Maine firm. He earned his undergraduate degree from Dickinson College and his law degree from the University of Maine School of Law. Mr. Hunt's principal areas of practice are estate planning and probate administration. He is very active in local non-profit organizations. Mr. Hunt is currently serving as chairman of the Board of Directors for Androscoggin Home Care & Hospice. In addition to serving on this board, Mr. Hunt serves on the Foundation Committee. He also serves on the Maine Probate Rules Committee and is a member of the Maine Estate Planning Council. Mr. Hunt speaks regularly on the subjects of estate planning, trusts and probate administration.

CAITLIN LOCASCIO-KING is a solo practitioner at LoCascio-King Law, LLC, and concentrates her practice in estate planning, trusts, probate and elder law. She earned her J.D. degree from the University of Maine School of Law, where she was awarded the Pro Bono Publico Award. Ms. LoCascio-King is an honoree of the Katahdin Counsel Recognition Program and is on the Board of Directors for the Animal Refuge League of Greater Portland.

PAUL D. SHAPIRO is an attorney with Carlin & Shapiro, P.A. Mr. Shapiro handles most of the firm's litigation, and appears statewide in probate court. He has been invited by different organizations throughout the state of Maine to speak on estate planning techniques for families with disabled children. Mr. Shapiro is a member of the National Academy of Elder Law Attorneys, and is licensed to practice in both Maine and Massachusetts. He assists with developing estate plans that maintain a tax deferred asset’s benefits for the next generation. Mr. Shapiro is involved with many of the more complex MaineCare applications the firm handles. He earned his undergraduate degree, cum laude, from Wheaton College, and his J.D. degree, cum laude, from the Boston University School of Law.

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

ME CLE: 6.00 Credit Approval Exp
03/19/2020
Includes - Ethics: 1.00
This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course may receive up to 6.0 hours of self-study CLE credit including 1.0 ethics hours under M. Bar R. 12. No more than 5.5 hours of self-study CLE credit may be earned during a reporting period.


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Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
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