The Probate Process From Start to Finish
Tuesday, April 24, 2018
8:30 AM - 4:40 PM
Holiday Inn Boardman
7410 South Ave
Boardman, OH 44512
$339 / Each Additional
$329 / New Professional
Registration Includes Course Book
Continuing Legal Education
- OH CLE - 6.75
CPE for Accountants
- CPE for Accountants/NASBA - 8.00
- Financial Planners - 8.00
- IACET - 0.70
- NALA - 6.50
- Ohio Certified Paralegals - 6.50
- PACE - 8.00
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:
- Tax preparers
- Trust officers
- Financial planners
- Estate planners
- 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
- Determining if Spouse's Elective Share is a Reasonable Option
- 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
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
- TAKING THE FIRST STEP: FILING AN ESTATE IN PROBATE COURT
8:30 - 9:10, Richard K. Kalal
- 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
9:10 - 9:50, Eric D. Valente
- Duties of the Personal Representative
- Misconduct and/or Removal
- Compensation Guidelines
- Special Administration Issues
- MANAGING THE INVENTORY
10:05 - 10:45, Douglas M. Toot
- 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
10:45 - 11:25, Douglas M. Toot
- How to Respond to Creditors' Claims
- Managing the Estate Cash Responsibly
- Partial Distributions
- MAINTAINING AN ETHICAL BALANCE IN PROBATE PRACTICE
12:25 - 1:25, Eric D. Valente
- Performing Competent Legal Services
- Identifying the Client
- Avoiding Conflicts of Interest
- Distinguishing Between Privileged and Non-Privileged Communication
- Establishing Reasonable Attorneys’ Fees
- DETERMINING IF SPOUSE'S ELECTIVE SHARE IS A REASONABLE OPTION
1:25 - 2:05, John Buchenic
- Homestead Allowance
- How to Determine the Elective Share Estate
- What are Spousal Rights and Personalty?
- Rights of Election
- Step-by-Step Procedure
- How to Satisfy the Elective Share
- UNCOVERING THE LAWS OF INTESTACY AND HOW THEY MAY APPLY
2:05 - 2:50, William M. Flevares
- LITIGATING THE CASE IN PROBATE COURT
3:05 - 3:50, William M. Flevares
- 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
3:50 - 4:40, John Buchenic
- Final Accounting
- Distribution of Estate to Beneficiaries
- Discharge of Fiduciary
- 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, employmentÂ 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.
Continuing Legal Education
International Association for Continuing Education Training
National Association of Legal Assistants, Inc.
National Association of State Boards of Accountancy
National Federation of Paralegal Associations, Inc.
Ohio Certified Paralegals
Professional Achievement in Continuing Education