Course book included with all formats
So your client wants you to handle a probate case - do you know where to start? Do you know the proper procedures to use, as well as the law? Get detailed, step-by-step information to confidently and ably navigate the system, and gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Order today!
including - Ethics: 1.00
Approved by The Florida Bar, this program may qualify for up to 8.0 general hours of CLER self-study credit including 1.0 hour of self-study ethics credit.
including - Ethics: 1.00
This course will qualify for 7.0 hours of self-study continuing education for paralegals, including 1.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program.
including - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.60 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
NBI, Inc. is a NFPA approved CLE provider.
JOHN PAUL BRATCHER is an attorney with Hahn Loeser & Parks LLP, where he focuses his legal practice in the areas of advanced estate planning, estate settlement, and trust administration; business succession, domicile and charitable planning; probate and trust administration; and wealth preservation. He has extensive experience in all areas of estate and gift planning, including complex planning structures and advanced tax planning strategies. Mr. Bratcher also has a considerable amount of experience with administering estates of high net worth decedents, trust administration, and obtaining post mortem tax savings for estates and beneficiaries. He also represents clients in formation of tax-exempt organizations and receipt of tax exemptions from IRS. Mr. Bratcher is admitted to practice in Florida and before the U.S. Tax Court. He earned his B.S. degree, cum laude, from Indiana Wesleyan University; his J.D. degree from Ohio Northern Pettit College of Law; and his LL.M. degree, with a certificate in estate planning, from Georgetown University Law Center. (Fort Myers location)
JOHN T. CARDILLO is an attorney with Cardillo, Keith & Bonaquist, where he practices in the areas of estate planning, probate and trust administration, probate and trust litigation, guardianship, and civil litigation and trial practice. Mr. Cardillo is a member of the Florida RPPTL Section, The Florida Bar's Grievance Committee, The Florida Bar, Naples Planning Advisory Board, and the American Inns of Court. He earned his B.A. degree from Boston College and his J.D. degree from Florida State University. (Fort Myers location)
JEFFREY S. GOETHE is a partner with the Bradenton law firm of Barnes Walker Goethe Hoonhout Perron & Shea PLLC. Mr. Goethe earned his B.A. degree from Maryville College in Tennessee and his law degree from the University of Tennessee at Knoxville. He is board certified by The Florida Bar, as a specialist in wills, trusts and estates law; and a fellow of the American College of Trust and Estate Counsel. Mr. Goethe has been an active member of The Florida Bar’s Real Property Probate and Trust Law Section, serving on its Executive Council, Probate Law and Procedure Committee, The Florida Bar Journal Committee, Ad Hoc Committee on Estate Planning, Attorney Conflicts of Interest, Homestead Problems Study Committee, and the Wills, Trusts and Estates Certification Review Course Committee. He currently serves on The Florida Bar's Probate Rules Committee and is a past chair. He is a member of the Manatee County Bar Association, has served on its Board of Directors, and is a past president; and is also a member of the Sarasota County Bar Association. Mr. Goethe is a master with the Manatee County Inn of Court and a member of the Manatee Estate Planning Council. (Tampa location)
JOHN M. HEMENWAY is a founding partner of Bivins & Hemenway, P.A., where he serves as a trusted legal advisor to business owners, real estate investors, and families seeking to preserve and pass down their wealth and values. His practice focuses on estate planning and probate, closely held businesses, and real estate, combining experience in each of these areas to provide a comprehensive approach to transactions and planning. Mr. Hemenway is a cum laude graduate of the University of Florida College of Law, and is named to the Super Lawyers magazine, Florida Rising Stars list. He is a member of the Board of Directors of the Tampa Bay Estate Planning Council, and a prior presenter at National Business Institute seminars on both probate and estate planning topics. (Tampa location)
HARLEY S. HERMAN practices litigation probate and general civil trial law as a managing partner of Herman and Herman, a Plant City law firm. He has taught estates and trust law at the FAMU College of Law and Business Law; criminal justice at Savannah State University; and numerous CLE courses for lawyers, accountants, and law-related professionals. Mr. Herman continues to mentor young attorneys through The Florida Bar's Lawyer to Lawyer program. In addition to his work in estates, trusts and elder law, Mr. Herman earned his LL.M. degree from Stetson University College of Law and his J.D. degree from the University of Florida Fredric G. Levin College of Law. (Tampa location)
AMY L. McGARRY is a board certified elder law attorney in Lee County, Florida. She is the sole owner of Amy L. McGarry Law Office, PL, in Cape Coral. She handles elder law issues consisting of guardianship, estate planning, probate, trust administration, and Medicaid planning. Ms. McGarry originally practiced in Medina County, Ohio. She is licensed by the Ohio Supreme Court and by The Florida Bar. Ms. McGarry is a member of The Florida Bar (member, Elder Law Section and Real Property, Probate and Trust Law Section) and the Florida State Guardianship Association. She is a committee chair for the Academy of Florida Elder Law Attorneys and is an active member of the National Academy of Elder Law Attorneys and SW Florida Guardianship Association. Ms. McGarry earned her B.A. degree from the University of Dayton and her J.D. degree from the University of Akron. (Fort Myers location)
TASO M. MILONAS focuses his practice principally in the areas of estate planning and probate litigation. He routinely represents both fiduciaries and beneficiaries in complex will and trust disputes throughout Florida. Mr. Milonas has been rated highly in numerous peer review publications, including Florida Trend’s Legal Elite, and Florida Super Lawyers. He is a Florida Bar board certified tax lawyer and has served on the Executive Council of The Florida Bar's Tax Section in various leadership roles, including director of the Federal Tax Division and chair of the Estate & Gift Tax Committee. Mr. Milonas received his LL.M. degree in taxation from the University of Florida Frederic G. Levin College of Law and his J.D. degree from Stetson University College of Law. He has published numerous articles and is a frequent lecturer on estate planning, probate litigation and taxes. (Tampa and Fort Myers locations)
MICHAEL RUBENSTEIN is wealth director for BNY Mellon Wealth Management in Naples, Florida. Mr. Rubenstein works with individuals, families, trusts and foundations, to identify how BNY Mellon Wealth Management’s investment and wealth management capabilities can help them reach their estate planning and financial goals. Prior to joining BNY Mellon, Mr. Rubenstein was a tax attorney at Akerman LLP, where his practice focused on estate planning, asset protection, probate administration, and tax law. He also previously served as a trust and estate settlement officer at SunTrust Bank, and an associate client advisor at Bessemer Trust Company. Mr. Rubenstein is a member of the New Jersey State Bar Association and The Florida Bar. He received his B.S. degree from Vanderbilt University (cum laude), his J.D. degree from University of Miami School of Law, his M.B.A. degree in finance from the University of Miami School of Business, and his LL.M. degree in taxation from Villanova University Charles Widger School of Law. Mr. Rubenstein is a certified trust and financial advisor (CTFA). (Fort Myers location)
THEODORE R. SCHOFNER is founding attorney with The Schofner Law Firm in Largo. Mr. Schofner advises families on topics such as Medicaid planning, estate planning, wills, probate, long-term care insurance, and disability planning. He also represents seniors who have suffered abuse, neglect, or injuries in nursing homes, assisted living facilities (ALFs), and medical centers. Mr. Schofner has been frequently invited to speak at lectures and in the media regarding legal issues affecting the elderly. He is a member of the National Academy of Elder Law Attorneys, the American Justice Association, the Academy of Florida Elder Law Attorneys, The Florida Bar, Clearwater Bar Association, Thomas Pennick Inns of Court, and the Melvin M. Belli Society. Mr. Schofner earned his B.S.F.S. degree, cum laude, from Georgetown University and his J.D. degree from DePaul University. (Tampa location)