Holiday Inn Golden Gateway
1500 Van Ness Avenue
San Francisco, CA 94109
Behavioral Ethics: 1.00
Specialized Knowledge: 6.00
Chartered Advisor for Senior Living: 14.00
Course book included with all formats
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 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 two days of engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, the proper application of the exemption portability, 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!
This two-day, basic level seminar is designed for:
including - Ethics: 1.00
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 12.0 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
including - Behavioral Ethics: 1.00 Specialized Knowledge: 6.00 Taxes: 7.00
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 14.0 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 live setting. No advanced preparation or prerequisites are required. 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 the spouse's elective share. 6. Determine the share of a minor in an estate. 7. Explain how ABA rules of professional conduct are applied in probate practice. 8. Identify common causes of action related to fiduciary liability. 9. Solve the problem of ancillary probate in estates with property in more than one state. 10. Compare probate inventory with the final accounting and explain the discrepancies. 11. List at least three common reasons for reopening the estate. Field(s) of Study -- Behavioral Ethics; Specialized Knowledge; Taxes.
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 1.20 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 to determine the spouse's elective share. 6. Determine the share of a minor in an estate. 7. Explain how ABA rules of professional conduct are applied in probate practice. 8. Identify common causes of action related to fiduciary liability. 9. Solve the problem of ancillary probate in estates with property in more than one state. 10. Compare probate inventory with the final accounting and explain the discrepancies. 11. List at least three common reasons for reopening the estate.
including - Chartered Advisor for Senior Living: 14.00
This seminar qualifies for 14.0 PACE (Professional Achievement in Continuing Education) credit hours for CASL.
MICHAEL E. FREEDMAN is the principal attorney at the Freedman Law Firm, APC, where he practices estate planning, administration, and litigation, as well as elder law litigation. Most recently, Mr. Freedman successfully defended a client in a petition for interpretation, reformation, accounting and removal of a trustee. He also won a $280,000 verdict against a professional trustee who mishandled a family trust fund. Mr. Freedman is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. He is also a court appointed judicial arbitrator for the San Francisco County Superior Court. Mr. Freedman is a member of the Bar Association of San Francisco Estate Planning, Trust and Probate Section and the State Bar of California Trust and Estates Section. He earned his B.A. degree, magna cum laude, from State University of New York and his J.D. degree from Temple University School of Law.
JUSTIN HEDEMARK is owner and managing attorney of Hedemark Law which is a family run law group specializing in hands-on client interaction. Mr. Hedemark focuses his practices in estate planning with an emphasis in trusts, wills, probate and real property matters. He is a member of the San Francisco (Estate Planning, Probate and Trust Section) and California (Trusts & Estates Section, Environmental Law Section) bar associations. Mr. Hedemark earned his B.A. degree from University of San Diego and his J.D. degree, with honors, from Golden Gate University Law School.
CAROLINE K. HINSHAW is a partner in the San Francisco law firm of Bryan Hinshaw where her law practice emphasizes estate planning and probate, trust, conservatorship and guardianship administration. Ms. Hinshaw is a certified specialist in estate planning, trust and probate law by the State Bar of California Board of Legal Specialization. She is recognized by peers and was selected to Super Lawyers for 2004 - 2019. She is a member of the Bar Association of San Francisco (Probate and Estate Planning Section), State Bar of California and California Lawyers Association (Probate and Estate Planning sections). Ms. Hinshaw earned her undergraduate degree from University of California, Berkeley, and her J.D. degree (valedictorian) from Armstrong College.
ANDREW KERN is the owner and attorney of Law Office of Andrew Kern. Mr. Kern practices in the areas of estate planning, bankruptcy, IRS and FTB tax debt resolution, and workers' compensation. He is a member of the State Bar of California (Trust and Estate Section) and National Association of Consumer Bankruptcy Attorneys. Mr. Kern has been in practice over 30 years. He earned his undergraduate degree from Columbia University and his J.D. degree from The Baylor School of Law.
HEATHER LEDGERWOOD is the lead attorney for Wade Law Offices in San Jose and Santa Clara. She has worked extensively in matters involving estate and trust tax issues, ancillary probate administrations, creditors' claims, and multi-generational estate plans. Ms. Ledgerwood advises executors of estates with regard to finding heirs, property transfers, property tax reassessments, estate tax filing requirements, post-mortem estate and tax planning, stale trust funding, Heggstad petitions, and successfully navigating the probate court system. She prepares federal estate and gift tax filings, including but not limited to portability returns. Ms. Ledgerwood currently teaches wills and trusts at Lincoln Law School. Previously, she was also of counsel to a business litigation firm in Palo Alto in which she focused on corporate compliance, corporate dissolutions, employment counseling, discrimination counseling, employment tax evasion, and was second chair in trials involving alter ego litigation and breach of contract claims. Ms. Ledgerwood is a member of the State Bar of California, the Silicon Valley Bar Association, the Santa Clara Bar Association, and the Palo Alto Bar Association. She earned her J.D. and LL.M. degree in taxation from Golden Gate School of Law.
DAVID Y. PARNALL is a senior attorney with Hartog Baer & Hand. With a practice that emphasizes trust and estate litigation and administration, Mr. Parnall is a seasoned litigator. He aims to solve his clients' problems by working cooperatively with opponents, emphasizing dispute resolution and the mitigation of interpersonal conflicts. He has taken cases through trial and has substantial appellate experience. Mr. Parnall's cases commonly relate to financial elder abuse claims; estate distributions and accountings; the validity of trusts, wills, and other instruments; actions to remove trustees or other fiduciaries; and similar disputes stemming from wealth transfers and asset management following death or loss of capacity. These disputes often involve real estate or closely held entities, with family conflicts as a typical component. He considers family dynamics as appropriate, depending on his clients' wishes.
$639 / Each Additional
$629 / New Professional