Audio CD + Course Book
The Probate Process From Start to Finish
|Audio CD + Course Book||
- National Association of Legal Assistants, Inc. - 6.50
- National Federation of Paralegal Associations, Inc.
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!
- Taking the First Step: Filing an Estate in Probate Court
- Understanding the Role of the Personal Representative in Probate
- Managing the Inventory
- Administering the Estate Effectively
- Maintaining an Ethical Balance in Probate Practice
- Uncovering the Laws of Intestacy and How They May Apply
- Litigating the Case in Probate Court
- Putting the Case to Rest: Closing the Estate
Continuing Education Credit
National Association of Legal Assistants, Inc. – NALA: 6.50 N - Credit Approval Expiration 12/18/2019 *
National Federation of Paralegal Associations, Inc. – NFPA
* denotes specialty credits
Agenda / Content Covered
- TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
8:30 - 9:30, Written by Monique N. Green, Denisse Y. Parrales and M. Janice Villarrubia. Presented by Denisse Y. Parrales in Lake Charles, Monique N. Green in New Orleans and M. Janice Villarrubia in Baton Rouge.
- Small Estate - What it is and How to File
- Regular Estate
- The Estate Timetable - What You Need to Do
- Proving the Will
- Challenging the Will
- UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE IN PROBATE
9:45 - 10:30, Written by William J. Dutel. Presented by Joseph M. Placer Jr. in Lake Charles and William J. Dutel in New Orleans and Baton Rouge.
- Duties of the Personal Representative
- Misconduct and/or Removal
- Compensation Guidelines
- Special Administration Issues
- MANAGING THE INVENTORY
10:30 - 11:25, Written by Todd E. Gaudin and Joseph M. Placer Jr. Presented by Joseph M. Placer Jr. in Lake Charles, Gregory S. LaCour in New Orleans and Todd E. Gaudin in Baton Rouge.
- Statutory Requirements and How They Affect Your Case
- Notice to Creditors, Beneficiaries and State Agencies - What is Required
- Collecting, Maintaining and Managing Assets
- Inventory Problems
- ADMINISTERING THE ESTATE EFFECTIVELY
11:25 - 12:10, Written by William J. Dutel. Presented by Joseph M. Placer Jr. in Lake Charles and William J. Dutel in New Orleans and Baton Rouge.
- How to Respond to Creditors' Claims
- Managing the Estate Cash Responsibly
- Partial Distributions
- MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
1:10 - 2:10, Written by W. Christopher Beary, Todd E. Gaudin, and Denisse Y. Parrales. Presented by Denisse Y. Parrales in Lake Charles, W. Christopher Beary in New Orleans and Todd E. Gaudin in Baton Rouge.
- Performing Competent Legal Services
- Identifying the Client
- Avoiding Conflicts of Interest
- Distinguishing Between Privileged and Non-Privileged Communication
- Establishing Reasonable Attorneys’ Fees
- UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
2:10 - 2:55, Written by W. Christopher Beary and Alison Bondurant. Presented by M. Scott Ogden Jr. in Lake Charles, W. Christopher Beary in New Orleans and Alison Bondurant in Baton Rouge.
- LITIGATING THE CASE IN PROBATE COURT
3:10 - 3:55, Written by William J. Dutel. Presented by Oliver Schrumpf in Lake Charles and William J. Dutel in New Orleans and Baton Rouge.
- Explanation of Rules of Probate Procedure
- Declaratory Judgment
- How to Conduct Discovery
- What to Do on Appeal
- PUTTING THE CASE TO REST: CLOSING THE ESTATE
3:55 - 4:40, Written by W. Christopher Beary and Alison Bondurant. Presented by Oliver Schrumpf in Lake Charles, W. Christopher Beary in New Orleans and Alison Bondurant in Baton Rouge.
- Final Accounting
- Distribution of Estate to Beneficiaries
- Discharge of Fiduciary
- Tax Returns - What Needs to be Filed and When
W. CHRISTOPHER BEARY is a managing member of the New Orleans law firm of Orrill & Beary, LLC. Mr. Beary focuses his practice in general business advice, as well as the handling of litigation and transactions. He has been involved in complex commercial bankruptcy cases, class action litigation, multi-district litigation, shareholder disputes, labor issues, tax litigation, and multi-million dollar commercial transactions and arbitrations. Mr. Beary earned his B.S. degree from the University of New Orleans and his J.D. degree, cum laude, from Tulane University. He has been a certified public accountant, inactive status in Louisiana since 1990. (New Orleans location)
ALISON BONDURANT practices at the law firm of Daigle Fisse & Kessenich, located in Madisonville, Louisiana, servicing clients on the Northshore, the New Orleans metro area, and along the entire I-12 corridor between Baton Rouge and Slidell. She has practiced for twelve years in a broad range of areas involving commercial and personal advices, including wills, trusts, and estate planning, as well as commercial and successions litigation. Ms. Bondurant is a member of the Northshore Estate Planning Council. She is active in her local community, serving on the Board of Advisors for childrens school and speaks regularly on estate planning. Ms. Bondurant earned her law degree and her Bachelors degree in civil law from Louisiana State University Law School, where she served as the articles editor to the Louisiana Law Review. (Baton Rouge location)
WILLIAM J. DUTEL is the owner of Dutel Law Firm. Mr. Dutel focuses his practice in estate planning, trusts and successions, as well as succession and trust litigation, business representation and business litigation. He has more than 30 years of experience in handling successions and trusts and also has a great deal of experience with trust litigation. Mr. Dutel has previously lectured to various groups on his areas of practice, including speaking at the annual meeting of the American Bar Association on new forms of lending. He earned his B.S. degree from the University of New Orleans and his J.D. degree from Tulane University School of Law. Mr. Dutel is a member of the 22nd Judicial District Court Bar Association, Louisiana State Bar Association, and the American Bar Association. (New Orleans and Baton Rouge locations)
TODD E. GAUDIN is the principal attorney of On Point Legal LLC, in Baton Rouge. Since 1996, he has practiced in the areas of elder law, probate law, estate planning and adoption law. Mr. Gaudin has been a frequent speaker at CLE seminars on the topics of adoptions, successions, and elder care law. He is a member of the Baton Rouge and Louisiana State bar associations, the Law Institute - Children's Code Committee, and the Baton Rouge Bar Association Board of Directors. He is also an alumnus of the 2002 Baton Rouge Chamber of Commerce Leadership Class. He earned his B.G.S. degree at Louisiana State University and his J.D. degree, magna cum laude, at Southern University School of Law. (Baton Rouge location)
MONIQUE N. GREEN is managing attorney at her law firm, The Law Office of Monique Green, LLC, where she focuses her practice in estate planning, estate administration, estate litigation, and trusts. Prior to opening her firm, Ms. Green gained experience as a law clerk for Judge Veronica Henry, where she was responsible for reviewing and drafting memoranda on civil claims; providing legal research and case summaries; and reviewing and providing research for legal reasons for court judgments. She is a member of the Louisiana State Bar Association and the Association of Women Attorneys. Ms. Green earned her B.A. degree from Louisiana State University and her J.D. degree from Southern University Law Center. (New Orleans location)
GREGORY S. LaCOUR is a partner with the law firm of Blue Williams, LLP. He specializes in fiduciary litigation and corporate governance. Mr. LaCour draws from over 21 years of litigation experience as he provides advice both to fiduciaries and to business owners. His other practice areas include estate planning, business succession planning, corporate acquisitions, sales and mergers, and contractual drafting and negotiations. He has extensive litigation and trial experience in both state and federal courts. Mr. LaCour earned his undergraduate degree from the University of Virginia and his J.D. degree from the Paul M. Herbert Law Center at Louisiana State University. (New Orleans location)
M. SCOTT OGDEN JR. is an LLC member at the firm of Sudduth & Associates in Lake Charles, Louisiana. Mr. Ogden graduated, cum laude, from the Paul M. Hebert LSU Law center in 2015, and works primarily in the field of family law; specifically divorce, custody disputes, community property partitions, and spousal support issues. He also handles successions, probate, bankruptcy and civil litigation. Mr. Ogden was recently selected as a 2017 Super Lawyers Rising Star, which is awarded to 2.5% of attorneys under 40. He was selected for the 2016 and 2017 Top 10 Under 40 award by the National Academy of Family Law Attorneys, as well as the 2016 and 2017 Louisiana 10 Best Attorneys by the American Institute of Family Law Attorneys for client satisfaction. He was also named as a Louisiana Top 10 Attorney by Attorney and Practice Magazine for 2017, and is an Avvo Client's Choice Award recipient. (Lake Charles location)
DENISSE Y. PARRALES has been a partner in The Law Firm of Hesni & Parrales in Gretna, Louisiana since 2002, where she focuses her practice in general civil litigation. She is also an assistant district attorney in Calcasieu Parish. She has more than 17 years of experience in the areas of wills, trusts, and estates, and also handles cases involving domestic law, personal injury, contracts, and business law. Ms. Parrales is admitted to practice law before the Eastern and Western Districts of Federal Courts of Louisiana. She earned her B.A. degree from the University of Florida and her J.D. degree from Loyola University-New Orleans. Ms. Parrales is a member of the Louisiana State Bar Association. (Lake Charles location)
JOSEPH M. PLACER JR. is an attorney in Lafayette, Louisiana, where he practices in the areas of estate planning succession/probate, personal and business tax planning, including corporations, partnerships/limited liability companies, mergers and acquisitions, and nonprofit organizations. He has been certified by the Louisiana State Bar Association's Board of Legal Specialization as an estate planning and administration specialist and as a tax law specialist. Mr. Placer also is chair of the Tax Advisory Committee for the Louisiana State Bar Association. He is a member of the Louisiana State Bar Association, the Colorado Bar Association, the Lafayette Parish Bar Association, and the Denver County Bar Association. Mr. Pacer earned his B.S. and J.D. degrees from Louisiana State University, and his LL.M. degree from the University of Denver Law School. (Lake Charles location)
OLIVER SCHRUMPF has been a partner in the Sulphur, Louisiana law office of Schrumpf & Schrumpf, APLC since 1985. He practices principally in the areas of personal injury, medical malpractice, wills and successions, and general personal injury. Mr. Schrumpf is licensed to practice in all state courts in Louisiana and Texas; all federal courts in Louisiana; the Eastern, Northern and Southern districts of Texas; the Fifth U.S. Circuit Court of Appeals; and the U.S. Supreme Court. He is an alumni of McNeese State University and earned his J.D. degree from Louisiana State University Law School. Mr. Schrumpf has served his community as Scoutmaster of Troop 33, director of the West Calcasieu Airport, and past director of Carlyss Lions Club, Sulphur Rotary Club and Boy's Village. He has also served in many other volunteer capacities. He has written articles published in the Texas Trial Lawyers Forum and Louisiana Advocate. He has previously lectured for National Business Institute, as well as the Louisiana Association for Justice (Medical Malpractice Section). He has also been selected as a Louisiana Super Lawyer in years past by the National Super Lawyers Organization. (Lake Charles location)
M. JANICE VILLARRUBIA is a sole practitioner and owner of Law Office of M. Janice Villarrubia, LLC, in Baton Rouge. She focuses her practice in interdictions, successions, estate planning, wills, trusts, succession litigation and powers of attorney. Ms. Villarrubia was named a Super Lawyer by Super Lawyers for the years 2015, 2016, and 2017, which is peer nominated honor for her work in the area of successions. Ms. Villarrubia received her B.A. degree in international affairs from Florida State University and her J.D. degree from Southern University Law Center. She has been a lecturer and instructor for National Business Institute and the Southern Law Center. She is a member of the Louisiana State and Baton Rouge bar associations, East Baton Rouge Estate and Business Planning Council (past president). She has several reported cases in the area of force heirship. (Baton Rouge location)
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National Association of Legal Assistants, Inc.
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