Audio CD + Course Book

Top 6 Probate Problems and How to Solve Them

Audio CD + Course Book

Copyright Date:

December, 2017

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Audio + Course Book

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From Event: Top 6 Probate Problems and How to Solve Them, held December 2017.

Program Description

Are you prepared for every contingency impatient beneficiaries and absent-minded PRs can throw your way? Do you know how to handle an estate when the creditors are banging on the decedent's door? We've compiled this little shop of probate horrors for you to learn from others' mistakes before you stumble into them. Whether you're new to the area of probate law or have practiced it for years, you will find this "walkthrough of errors" useful. Don't get caught unprepared - order today!

Course Content

  1. Personal Representative Challenges
  2. Rightful Heirs or Beneficiary Troubles
  3. Possible Liability Problems
  4. Financial and Tax Hurdles
  5. Probate Litigation
  6. Closing Estates: Overcoming Difficulties and Delays

Continuing Education Credit

Continuing Legal Education

Credit Hrs State Credit Approval Expiration
CLE 6.00 CA 12/18/2019
CLE 6.00 HI 12/18/2019

* denotes specialty credits

Agenda / Content Covered

  1. Personal Representative Challenges
    9:00 - 10:00, Darl C. Gleed
    1. Having a PR Appointed When There's No Will
    2. Multiple or Co-PRs
    3. Out of State PR
    4. Controlling the Wayward PR
    5. Disability of a PR or Other Fiduciary
    6. Dealing with Theft or Mismanagement
    7. Disputes Between Beneficiaries and PRs
  2. Rightful Heirs or Beneficiary Troubles
    10:15 - 11:15, Darl C. Gleed
    1. How to Handle Family Controversies
    2. Common Law Marriage Issues
    3. Non-Marital Children
    4. Equitable Adoption Claims
    5. Finding Missing Heirs
    6. Determining Heirs in Tardy Probate
  3. Possible Liability Problems
    11:15 - 12:15, Summer G. Shelverton
    1. Statutes of Limitations
    2. Creditors' Claims; Negotiating with Creditors
    3. Selling Property to Pay Claims
    4. Incarcerated Heirs or Beneficiaries
    5. Uncooperative Beneficiaries
  4. Financial and Tax Hurdles
    1:15 - 2:15, Alan R. Yukitomo
    1. Problems with Bookkeeping and Accounting
    2. Problems with Taxes (What, When and How to File)
    3. Problems with Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
    4. Open or Contingent Claims by or Against Estate
    5. Business Interests of the Decedent (Particularly Failing Business Interests)
    6. Finding Real Estate, Bank Accounts, Life Insurance, Intangibles, Etc.
    7. Tax Claims and Liens
    8. The Insolvent Estate
  5. Probate Litigation
    2:30 - 3:30, Kenn N. Kojima
    1. Procedural Rules in Probate
    2. Probate Discovery
    3. Mediation in Probate
    4. Lost Wills
    5. Will/Trust Contests
    6. Appeals
  6. Closing Estates: Overcoming Difficulties and Delays
    3:30 - 4:30, Summer G. Shelverton
    1. Formal Closing
    2. Informal Closing by Statement of Personal Representative
    3. Liability of Distributees
    4. Reopening Estates - When, How and Why?

DARL C. GLEED is an attorney with Darl C. Gleed & Associates LLLC, where he practices in estate planning, trust administration, Hawaii probate, real estate, and business law. Mr. Gleed has authored materials and presented seminars on topics such as asset protection, estate planning, and advanced probate for numerous professional and community groups, including the AARP and National Business Institute. He is a member of the Hawaii State Bar Association, Probate & Estate Planning Section; American Bar Association, Real Property, Probate, and Trust Law sections; and the Kona-Kohala Chamber of Commerce. Mr. Gleed earned his B.A. degree from the University of Washington and his J.D. degree from Seattle University School of Law.

KENN N. KOJIMA is a solo practitioner in Honolulu, Hawaii, where he concentrates his practice on trust and estate litigation, contested conservatorships and guardianships, as well as trust administration. His cases have involved validity of wills and trusts, disputes over beneficiary distributions, removal of trustees, partitions, and much more. He represents personal representatives, trustees, beneficiaries, and family members. Mr. Kojima was previously a litigation partner at Dwyer Imanaka Schraff Kudo & Fujimoto, where he was a commercial litigator in real estate, bankruptcy, and foreclosures. Mr. Kojima is a member of the American and Hawaii State (member, Probate, Elder Law, and Appellate sections) bar associations, American Association for Justice, Hawaii Estate Planning Council, and the National Asian Pacific Bar Association. He earned his B.B.A. degree, with high honors, from the University of Hawaii at Manoa and his J.D. degree from the Georgetown University Law Center.

SUMMER G. SHELVERTON is an attorney in the trusts and estates department of Cades Schutte LLP, where she focuses her practice on estate planning, trust administration, probate, conservatorships, and guardianships. Previously, she served as a judicial extern to the Honorable Richard R. Clifton on the U.S. District Court of Appeals for the Ninth Circuit. Ms. Shelverton is a member of the Hawaii State Bar Association (chair of the Elder law Section, member of the Probate & Estate Planning Section), American Bar Association, and the Hawaii Estate Planning Council. She is admitted to practice before all Hawaii courts and the U.S. District Court for the District of Hawaii. Ms. Shelverton earned her B.A. degree from the University of North Carolina at Chapel Hill and her J.D. degree, summa cum laude, from the University of Hawaii William S. Richardson School of Law.

ALAN R. YUKITOMO, CPA, EA, is a retired practitioner at Alan R. Yukitomo CPA, where his main areas of practice are tax and general accountancy. Mr. Yukitomo is board certified by the Hawaii Board of Accountancy in the areas of accountancy. He holds a B.A. degree and is a member of the AICPA (tax), the Hawaii Society of CPAs, and the Hawaii Association of Professional Accountants. Mr. Yukitomo is also an IRS enrolled agent.

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


Accreditation Details:

Continuing Legal Education

CA CLE: 6.00 Credit Approval Exp
This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and may qualify for up to 6.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics self-study credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.

HI CLE: 6.00 Credit Approval Exp
NBI, Inc. is an Accredited Provider with the Hawaii State Board of Continuing Legal Education. This alternative format activity has been approved for up to 6.0 hours of credit for the state of Hawaii, which includes 0.0 hour of ethics or professional responsibility education.

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Fax: 715.835.1405
Mail: NBI
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