This practical guide is designed to provide you with detailed knowledge of probate processes and best practices for handling the various issues that may arise. Let our seasoned probate attorneys teach you how to navigate those crucial first steps; handle the personal executive; gather, value and distribute all assets; and successfully complete the final accounting. You will also learn how to anticipate tax pitfalls and handle special issues that may arise. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. 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.
Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct and more.
Put the decedent's affairs to rest by making distributions, filing the final tax return and completing the final accounting.
Educating the Personal Representative
Valuing Decedent's Assets
Handling Creditor Claims Step-by-Step
How to Determine Elective Share, Portability and Homestead Allowance
Planning Post-Mortem, Trust Administration, and Tax Issues
SARAH J. BARNES is an attorney and trust officer with the Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration matters. Ms. Barnes also deals with tax related matters. She previously was in private practice where she practiced in the areas of estate planning, probate, elder law, and frequently served as a court appointed guardian ad litem in guardianship matters. Ms. Barnes earned her B.A. degree from Edgewood College and her J.D. degree from Marquette University Law School. Her professional memberships includes the State Bar of Wisconsin, Dane and Sauk County bar associations, Legal Association of Women, and the Madison Estate Planning Council. Ms. Barnes is admitted to practice in Wisconsin.
T. JAMES LEE is a shareholder and director in the Phoenix office of Fennemore Craig, P.C., and chairs the firm’s private wealth preservation (trusts and estates) practice group. He is certified as a trust and estate specialist by the State Bar of Arizona, and practices in the areas of estate planning, trust and estate administration, charitable giving, business design and structuring, international taxation, and commercial transactions. Mr. Lee is a member of the American Bar Association, the Utah State Bar, the ABA's Committee on Estate and Gift Taxes (Taxation Section), and is a fellow of the American College of Trust and Estate Counsel (ACTEC). He earned his undergraduate degree in business management from Brigham Young University, with distinction as the top business school graduate in the area of entrepreneurship. He graduated, with honors, from the J. Reuben Clark Law School at BYU.
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