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!
Learn the procedure, rules and practical steps to effectively administer a probate.
Determine what form of administration is appropriate for a specific probate case.
Clarify the order of inheritance for an estate when there is no will.
Locate assets and obtain ownership documents more easily with a list of local and online resources.
Get a complete view of the sequence of events that must happen before the estate can be closed.
Identify common actions that trigger malpractice liability and get tips for staying in the clear.
Get practical advice for honoring or contesting all claims against the estate.
Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Initial Filing in Probate Court and Estate Timeline
Continuing Legal Education WI CLE
- 8.00Approval Exp. 12/31/2022
Approved for up to 8.0 hours of repeated on-demand CLE credit by the Board of Bar Examiners. No more than 15.0 hours of repeated on-demand CLE credit may be earned during a reporting period. An attorney may not earn ethics and professional responsibility credit with repeated on-demand courses.
JAMES F. GUCKENBERG is an attorney at Halling & Cayo, S.C. His practice focuses on estate planning, probate, and guardianships, including matters involving elder law. Mr. Guckenberg also has significant family law experience that compliments his estate planning practice. He received his B.A. degree at Lawrence University and his J.D. degree at Hamline University School of Law.
THOMAS J. KROLL is a sole practitioner in Milwaukee, where he mainly practices in the areas of estate planning and administration. He is a frequent speaker for National Business Institute and numerous business and professional groups on probate, estate planning, and other related topics. Mr. Kroll earned his B.S. degree, with honors, from Marquette University and his J.D. degree from Marquette University Law School. Mr. Kroll is a member of the Milwaukee Estate Planning Council and the State Bar of Wisconsin. He is an accredited estate planner with the National Association of Estate Planners and Councils.
PAUL M. SCHMIDT is a partner with Boardman & Clark LLP, in Madison, Wisconsin. He practices in the areas of estate planning, probate, elder law, and tax planning. Mr. Schmidt has been an adjunct professor at the University of Wisconsin Law School on the use of trusts in estate planning. He has also written several articles and presentations on trusts and estate law. Mr. Schmidt is a member of the Dane County and American bar associations, State Bar of Wisconsin, and The Florida Bar. He earned his B.S. degree, summa cum laude, from Valparaiso University; his M.S. degree from Drake University; and his J.D. degree from the University of Kansas.
ERIN M STROHBEHN is a partner with Gimbel Reilly Guerin & Brown LLP. She practices in the areas of probate and trust litigation, and civil litigation. Ms. Strohbehn speaks frequently on her areas of practice. She is a member of Milwaukee Bar Association (Fee Arbitration Committee), State Bar of Wisconsin, Milwaukee Young Lawyers' Association, Wisconsin Association for Justice, and Association for Women Lawyers. Ms. Strohbehn earned her B.A. degree from Marquette University and her J.D. degree from Marquette University School of Law.
JAMES M. WEBER is a sole practitioner and concentrates his practice in the areas of elder law, estate planning, estate and trust administration, probate, and real estate matters. Mr. Weber earned his law degree from Valparaiso University. He is a member of the National Academy of Elder Law Attorneys. Mr. Weber is also a member of the State Bar of Wisconsin (Elder Law Section and the Real Property, Probate and Trust Section).
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