Course book included with all formats
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. Learn how to navigate those crucial first steps; handle the personal executive; gather, value and distribute all assets; and successfully complete the final accounting. Understand 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. Order today!
All times are shown in Eastern time
including - Ethics: 1.00
This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 1.0 ethics credits. No more than 6.0 hours of on-demand CLE credit may be earned during a reporting period.
SARAH J. BARNES is an attorney and trust officer with Bank of Sun Prairie in Sun Prairie, Wisconsin, where she handles all types of trust and estate administration 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 include 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 serves on Arizona’s Estate and Trust Advisory Commission, and is also 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). In addition to his professional activities, Mr. Lee is actively engaged with local and international charitable organizations. He earned a B.A. 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, in 1996 from the J. Reuben Clark Law School at BYU, and served on the Editorial Board of the BYU Law Review. Mr. Lee is listed in Best Lawyers in America under tax law, and trusts and estates; Southwest Super Lawyers in estate planning and probate; and is ranked in Chambers and Partners under private wealth law.