Handling Probate from Initial Notices through the Estate Closing
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Handling Probate from Initial Notices through the Estate Closing
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today!
This basic level seminar is designed for professionals who want to be more effective in handling the probate process, including:
All times are shown in Central 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 6.70 credit hours, including 1.0 ethics credits.
including - Regulatory Ethics: 1.00 Taxes: 1.00 Specialized Knowledge: 6.00
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, refund and program cancellation, please contact our offices at (800) 930-6182.
This is a Basic level program presented in a group internet-based setting. No advanced preparation or prerequisites are required.Upon completion of this course, attendee will be able to: 1. Restate from recall the timeline for the estate in probate court. 2. Recall the order of succession in an intestate estate. 3. List key steps of inventory process. 4. Distinguish probate from non-probate assets. 5. Restate when and how notices to creditors are to be sent/posted. 6. State when estate income tax return is due and how to request a deadline extension. 7. Identify impermissible behavior that violates ethical rules. 8. Provide one example of a solution to the problem of liquidity. 9. List at least two instances in which one can re-open the estate after the closing. 10. List at least three causes of action for probate litigation.Field(s) of Study -- Regulatory Ethics; Specialized Knowledge; Taxes.
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. Certified Financial Planner Board of Standards Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Upon completion of this course, attendee will be able to: 1. Restate from recall the timeline for the estate in probate court. 2. Recall the order of succession in an intestate estate. 3. List key steps of inventory process. 4. Distinguish probate from non-probate assets. 5. Restate when and how notices to creditors are to be sent/posted. 6. State when estate income tax return is due and how to request a deadline extension. 7. Identify impermissible behavior that violates ethical rules. 8. Provide one example of a solution to the problem of liquidity. 9. List at least two instances in which one can re-open the estate after the closing. 10. List at least three causes of action for probate litigation.
MARK H. BAXLEY is a partner in the law firm of Ramsey, Baxley & McDougle in Dothan and is a fourth-generation Dothan attorney, having followed his great-grandfather, grandfather and father in the legal profession. Mr. Baxley’s practice consists of real estate transactions, wills and estates, probate litigation (estates, conservatorship / guardianship), civil litigation, business/corporate transactions and family law/domestic relations. He is admitted to practice in Alabama and before the U.S. District Court for the Middle, Northern, and Southern Districts of Alabama. Mr. Baxley has served as a Bar Commissioner for the 20th Judicial Circuit, President of the Houston County Bar Association. He has also served as a member of the Alabama State Bar MCLE Commission and the Unauthorized Practice of Law Committee. He earned his B.S. degree from Birmingham-Southern College and his J.D. degree from the University of Alabama School of Law.
SARA G. BRAGDON is an attorney with the law firm of Akridge & Balch P.C., where her areas of practice include probate, litigation, and collections. She is a member of the Lee County Bar Association, Lee County Young Professionals, and the State Bar of Georgia. Ms. Bragdon is licensed to practice in Alabama and Georgia. She earned her B.A. degree from Auburn University and her J.D. degree from the Thomas Goode Jones School of Law.
THAD A. DAVIS is a member with The Law Offices of Davis & Davis, LLC, in Birmingham, Alabama. He focuses his practice on trusts and estates with an emphasis on litigation. Mr. Davis represents fiduciaries and beneficiaries in trust and estate cases and related controversies, including will contests, spousal elective share proceedings, common law spouse claims, fiduciary accounting cases, and intra-family business and real estate litigation. Mr. Davis also advises clients in planning their estates to accomplish their goals for distribution of assets to beneficiaries while minimizing tax liability. He earned his A.B. degree, cum laude, from Duke University; his J.D. degree, magna cum laude, from the University of Alabama School of Law; and his LL.M. degree, in taxation, from the University of Florida.
S. CHAE DOBSON is a tax attorney and the founder of the Dobson Tax Law Firm in Birmingham. Ms. Dobson focuses her practice on tax strategies in the areas of estate planning, asset protection, tax reduction, business structuring and succession/ exit planning. She is licensed to practice in the state of Alabama and before the U.S. Tax Court. Ms. Dobson earned her B.A. degree from Mississippi University for Women, her J.D. degree from Samford University, Cumberland School of Law, and her LL.M. degree, with a specialization in international taxation, from University of Miami School of Law.
SIDNEY C. SUMMEY is an attorney with the law firm of Dominick • Feld • Hyde, P.C. His practice involves guardianships and conservatorships; decedent's estates; trusts; the representation of conservators of the estates of minors and incapacitated adults who have received personal injury awards; special needs trusts; elder law; and litigation related to those areas. Mr. Summey has served as the general county conservator and guardian for Jefferson County. He is a frequent lecturer on basic and advanced probate and trust law, probate for litigators, special needs trusts, Medicaid issues, and elder law. Mr. Summey has served on the faculty of the Birmingham School of Law, where he taught trusts and elder law, and as an adjunct faculty of the Samford University Cumberland School of Law for five years, teaching courses in residential and commercial real estate transactions. He has been certified as a national certified guardian by the National Center for Guardianship Certification. Mr. Summey is a charter member of the Elder Law Section of the Alabama State Bar, a member of the National Academy of Elder Law Attorneys and the National Guardianship Association, and past chairman of the Probate Section of the Birmingham Bar Association. He is a member of the Alabama Association for Justice and is admitted to practice before all state and local federal district courts, the U.S. Tax Court, the U.S. Court of Appeals for the Fifth Circuit, and the U.S. Court of Appeals for the Eleventh Circuit. Mr. Summey earned his A.F.A degree from Young Harris College in Georgia, his B.A. degree from Gardner Webb University in North Carolina, his J.D. degree from Samford University Cumberland School of Law, and has further studied at the University of Nice in France.
$339 / Each Additional
$329 / New Professional
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