Live Seminar

The Probate Process From Start to Finish

Seminar

Date:

Tuesday, April 24, 2018

Time:

8:30 AM - 4:40 PM

Product ID#:

78783ER

Location:

Holiday Inn Boardman

7410 South Ave

Boardman, OH 44512

$349.00

$339 / Each Additional

$329 / New Professional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • OH CLE - 6.75

CPE for Accountants

  • CPE for Accountants/NASBA - 8.00

Other

  • Financial Planners - 8.00
  • IACET - 0.70
  • NALA - 6.50
  • NFPA
  • Ohio Certified Paralegals - 6.50
  • PACE - 8.00

Program Description

Your Fundamental Guide to Probate

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? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!

  • Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners.
  • Implement a complete estate timetable in order to know what needs to be done - and when.
  • Effectively guide the executor and the administrator through their various duties.
  • Avoid problems arising from creditors' claims and insolvency with our powerful strategies.
  • Know the secrets to confidently handling a spouse's elective share.
  • Forestall disagreements between beneficiaries: adhere to the guidelines of precedence in case of intestacy.
  • Get results for your client! Explore successful strategies for litigating in probate court.
  • Follow thorough closing procedures so accounting is complete before distribution takes place.

Who Should Attend

This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit:

  • Attorneys
  • Paralegals
  • Accountants
  • Tax preparers
  • Trust officers
  • Financial planners
  • Estate planners

Course Content

  1. Taking the First Step: Filing an Estate in Probate Court
  2. Understanding the Role of the Personal Representative in Probate
  3. Managing the Inventory
  4. Administering the Estate Effectively
  5. Maintaining an Ethical Balance in Probate Practice
  6. Determining if Spouse's Elective Share is a Reasonable Option
  7. Uncovering the Laws of Intestacy and How They May Apply
  8. Litigating the Case in Probate Court
  9. Putting the Case to Rest: Closing the Estate

Continuing Education Credit

Continuing Legal Education – CLE: 6.75 *

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

National Association of Legal Assistants, Inc. – NALA: 6.50 *

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 8.00 *

National Federation of Paralegal Associations, Inc. – NFPA

Ohio Certified Paralegals – Ohio Certified Paralegals: 6.50 *

Professional Achievement in Continuing Education – PACE: 8.00


* denotes specialty credits

Agenda / Content Covered

  1. TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
    8:30 - 9:10, Richard K. Kalal
    1. Small Estate - What it is and How to File
    2. Regular Estate
    3. The Estate Timetable - What You Need to Do
    4. Proving the Will
    5. Challenging the Will
  2. UNDERSTANDING THE ROLE OF THE PERSONAL REPRESENTATIVE IN PROBATE
    9:10 - 9:50, Eric D. Valente
    1. Duties of the Personal Representative
    2. Misconduct and/or Removal
    3. Compensation Guidelines
    4. Special Administration Issues
  3. MANAGING THE INVENTORY
    10:05 - 10:45, Douglas M. Toot
    1. Statutory Requirements and How They Affect Your Case
    2. Notice to Creditors, Beneficiaries and State Agencies - What is Required
    3. Collecting, Maintaining and Managing Assets
    4. Inventory Problems
  4. ADMINISTERING THE ESTATE EFFECTIVELY
    10:45 - 11:25, Douglas M. Toot
    1. How to Respond to Creditors' Claims
    2. Insolvency
    3. Managing the Estate Cash Responsibly
    4. Disclaimers
    5. Partial Distributions
  5. MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
    12:25 - 1:25, Eric D. Valente
    1. Performing Competent Legal Services
    2. Identifying the Client
    3. Avoiding Conflicts of Interest
    4. Distinguishing Between Privileged and Non-Privileged Communication
    5. Establishing Reasonable Attorneys’ Fees
  6. DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION
    1:25 - 2:05, John Buchenic
    1. Homestead Allowance
    2. How to Determine the Elective Share Estate
    3. What are Spousal Rights and Personalty?
    4. Rights of Election
    5. Step-by-Step Procedure
    6. How to Satisfy the Elective Share
  7. UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
    2:05 - 2:50, William M. Flevares
  8. LITIGATING THE CASE IN PROBATE COURT
    3:05 - 3:50, William M. Flevares
    1. Explanation of Rules of Probate Procedure
    2. Declaratory Judgment
    3. How to Conduct Discovery
    4. What to Do on Appeal
  9. PUTTING THE CASE TO REST: CLOSING THE ESTATE
    3:50 - 4:40, John Buchenic
    1. Final Accounting
    2. Distribution of Estate to Beneficiaries
    3. Discharge of Fiduciary
    4. Tax Returns - What Needs to be Filed and When

JOHN BUCHENIC is a sole practitioner with The Law Office of John Buchenic Esq. Ltd., in Hubbard, Ohio. Mr. Buchenic practices in the areas of estate planning and probate, as well as wills and trusts. He earned his J.D. degree from Ohio Northern University's Claude W. Pettit College of Law. While there, he also earned a Legum Magister in Democratic Governance and Rule of Law. His bachelor's degree is from Hiram College. Mr. Buchenic has been a fellow at both the federal Environmental Protection Agency and the USAID Access to Justice Project in Iraq.

WILLIAM M. FLEVARES is founder of Flevares Law Firm, LLC. Mr. Flevares has been an attorney for more than 25 years and focuses his practice on probate and estate planning. He has previously lectured for National Business Institute on probate matters. Mr. Flevares is a member of the Mahoning County and Trumbull County bar associations, and has lectured on issues related to fiduciaries for those groups. He also is a member of the Ohio State Bar Association. Mr. Flevares earned his B.A. degree from the University of Chicago and his J.D. degree from the University of Southern California.

RICHARD K. KALAL is a sole practitioner in Fairlawn, Ohio. His areas of practice include entity selection and formation, contract negotiation, purchase and sales, succession planning, employment matters, commercial and residential leases/sales, zoning, property disputes, landlord tenant issues, wills, trusts, POA's, advance directives, asset protection, elder law, guardianship's, prenuptial agreements, marriages, uncontested divorces, dissolutions, legal separations, and annulments. He is a member of the Akron Bar Association, the Ohio State Bar Association and the American Bar Association. Mr. Kalal received his B.S.B.A. and J.D. degrees from the University of Akron.

DOUGLAS M. TOOT is a sole practitioner in Canfield, Ohio, where he practices in the areas of estate planning, probate, elder law, business planning, and taxation. He is certified by the Ohio State Bar Association as a specialist in estate planning, trust and probate law. Mr. Toot earned his A.B. degree from Duke University and his J.D. degree, cum laude, from Ohio State University College of Law. He has lectured for National Business Institute, Kent State University, The Youngstown State University Tax Institute, and various other professional and civic groups on estate planning, probate, elder law and business planning. Mr. Toot is a member of the American, Ohio State and Mahoning County (chair, Taxation and Estate Planning Committee;) bar associations; the National Academy of Elder Law Attorneys; and the Mahoning-Shenango Valley Estate Planning Council.

ERIC D. VALENTE is an attorney and founding member of Valente Law, LLC. His practice areas include estate planning, probate and business law. Mr. Valente began his career doing business litigation at J.W. Krueger & Associates, LLC, where he still maintains an office. He is a member of the Ohio and Medina bar associations, and WealthCounsel. Mr. Valente is admitted to practice in Ohio state courts and federal courts. His main office is in Hudson, Ohio, and has additional office space in Beachwood, Ohio State and Brooklyn Heights, Ohio to serve clients throughout the greater Akron, Cleveland area. Mr. Valente's ideal client is a small business owner, where he can represent the business in any transactional needs and coordinate the business succession plan with the client's personal estate plan. He excels in the areas in which business law and estate planning overlap. While a large part of his practice is focused on planning to avoid probate, he regularly represents probate estates in the Cuyahoga County, Summit County and Medina County probate courts. Mr. Valente earned his M.B.A. degree while attending law school at the University of Toledo College of Law.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

Accreditation Details:

Continuing Legal Education

OH CLE: 6.75 Includes - Ethics: 1.00
This course has been approved by the Ohio Supreme Court Commission on Continuing Legal Education for 6.75 CLE credit hours, including 1.0 hour of attorney professional conduct instruction.


Financial Planners

N CF: 8.00
This program has been accepted by the Certified Financial Planner Board of Standards Inc. and qualifies for 8.0 hours of CE credit for CFP® Certificants. The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with plaque design) and CFP® (with flame design) in the US, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Upon completion of this course, attendee will be able to: 1. Prepare a complete estate timetable in order to know what needs to be done - and when. 2. Explain what the executors' duties and responsibilities are. 3. Determine when notice to creditors must be sent out and list its required elements. 4. List at least three disclaimers that can be used in estate administration. 5. Distinguish between ethical and unethical practices. 6. Describe three ways to manage a spouse's elective share. 7. Restate the order of inheritance in case of intestacy. 8. Describe the rules of probate court procedure. 9. State from recall the documents needed for the final tax return.

International Association for Continuing Education Training

N IACET: 0.70
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 0.7 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. Prepare a complete estate timetable in order to know what needs to be done - and when. 2. Explain what the executors' duties and responsibilities are. 3. Determine when notice to creditors must be sent out and list its required elements. 4. List at least three disclaimers that can be used in estate administration. 5. Distinguish between ethical and unethical practices. 6. Describe three ways to manage a spouse's elective share. 7. Restate the order of inheritance in case of intestacy. 8. Describe the rules of probate court procedure. 9. State from recall the documents needed for the final tax return.

National Association of Legal Assistants, Inc.

N LA: 6.50 Includes - Ethics: 1.00
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.5 hours, including 1.0 ethics, of continuing legal assistant education credit required to maintain the CLA (Certified Legal Assistant) credential.


National Association of State Boards of Accountancy

N NAS: 8.00 Includes - Regulatory Ethics: 1.00, Specialized Knowledge: 3.00, Taxes: 4.00
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 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint and refund, please contact our offices at (800) 930-6182.

This is a basic level program presented in a group live setting. This course will: - Explain practical procedures for advising the executor and the administrator. - Create a clear plan for effective collection, maintenance and management of the probate assets to prevent confusion. - Explain how to avoid ethical problems that arise in probate cases, such as conflict of interest. No advanced preparation or prerequisites are required. Field(s) of Study -- Taxes; Specialized Knowledge; Regulatory Ethics.

National Federation of Paralegal Associations, Inc.

N PAR:
NBI, Inc. is a NFPA approved CLE provider.


Ohio Certified Paralegals

OH OHPA: 6.50 Includes - Ethics: 1.00
This course will qualify for 6.5 hours of continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.


Professional Achievement in Continuing Education

N PACE: 8.00
This seminar qualifies for 8.0 PACE (Professional Achievement in Continuing Education) credit hours for CLU, CASL and/or ChFC.


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Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702