NV Specific

Trusts, Estates & Probate

Nevada Probate Process from Start to Finish

Credits Available
Credit Status Total
Nevada CLE Approved 6.5 Total
OnDemand
6 hours 41 minutes
Var Lordahl
Elyse Tyrell
Taylor Morris
John White
Hai Ling Chu
With Var Lordahl from Dawson, Lordahl, Weisenmiller PLLC + 4 others
Recorded June 10, 2025
Product ID 100118

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Overview

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.
  • Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments.
  • Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.

Abbreviated Agenda

  1. Initial Filing in Probate Court and Estate Timeline
  2. Inventory and Appraisement
  3. Handling Claims Against the Estate
  4. Probate Property vs. Non-Probate Assets
  5. Law of Intestate Succession
  6. Tax Reporting and Post-Mortem Tax Matters
  7. Ethics
  8. Sale of Property and Distributions
  9. Final Accounting and Closing the Estate
  10. Probate Disputes and Litigation

Related Topics

Product ID 100118

Credit Details

Credits Available
Credit Status Total
Nevada CLE Approved 6.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Initial Filing in Probate Court and Estate Timeline

    1. Small Estate Administration
    2. Probate Court Procedure
    3. Estate Timetable/Checklist
    4. Formal vs. Informal Probate Administration
    5. Opening the Estate
      1. Petition for Probate and Administration and Notice of Hearing
      2. Required Notices (to Creditors, Heirs, DHS, IRS)
      3. Sample Forms
    6. What the Personal Representative Needs to Know and Do
    7. When is Ancillary Administration Necessary?

  2. Inventory and Appraisement

    1. Locating Insurance Policies, Deeds and Other Ownership Documents
    2. Obtaining a Tax ID and Marshaling Property
    3. Preparing the Inventory and Appraisal Forms
    4. Dealing with the Probate Referee
    5. Managing Decedent's Assets During Probate
    6. Handling Common Valuation Issues
    7. When to Hire a Valuation Specialist or Appraiser

  3. Handling Claims Against the Estate

    1. Required Creditor Notice
    2. Determining Priority of Claims
    3. Allowing and Rejecting Claims, and Paying Them
    4. Handling Lawsuits Against the Estate and the Decedent
    5. Insolvency Issues

  4. Probate Property vs. Non-Probate Assets

  5. Law of Intestate Succession

    1. Who Can Inherit - Degrees of Kinship and Order of Inheritance
    2. Determining the Share Size
    3. Exceptions and Bars to Inheritance

  6. Tax Reporting and Post-Mortem Tax Matters

    1. Final Tax Returns Timeline, Forms and Filing Procedure
    2. Requesting Deadline Extensions
    3. Income Tax Considerations in Probate
      1. Selecting a Tax Year: Calendar or Fiscal?
      2. Decedent's Final Income Tax Return
      3. Estate Income Tax Return
      4. Tax on Income Earned by Estate after Decedent's Death
      5. Beneficiary Income Tax Considerations
    4. Proper Use of Disclaimers and Valuation Discounts
    5. Claiming Estate Tax Portability
    6. Estate and Gift Tax Considerations - When Do You Need to File Form 706?
    7. Coordinating with Decedent's Accounting or Investment Advisors
    8. GST Tax Implications
    9. Handling Common Property Tax Issues

  7. Ethics

    1. Who is Your Client? Avoiding Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Malpractice Liability Risks
      1. Negligence
      2. Breach of Fiduciary Duty
      3. Fraud

  8. Sale of Property and Distributions

    1. Disposition of Real Estate - Title Issues in Probate
    2. Retirement Plans and IRA Distributions
    3. Life Insurance and Other Beneficiary Designations and Accounts
    4. Preliminary and Final Distributions
    5. Calculating Augmented Estate and Spousal Elective Share
    6. Dealing with the Surviving Family Members and Other Beneficiaries
    7. Solving the Problem of Liquidity
    8. Distributions to Trusts

  9. Final Accounting and Closing the Estate

    1. Estate Accounting Procedure
    2. Closing Certificate for Fiduciaries
    3. Closing Decedent's Remaining Accounts
    4. Personal Representative and Attorney Compensation
    5. Extraordinary Services Compensation
    6. When Reopening the Estate is Warranted

  10. Probate Disputes and Litigation

    1. Beneficiary Liability
    2. Fiduciary Liability
    3. Interpreting Testamentary Intent - Burdens of Proof, Presumptions, Evidence Rules
    4. Revoked, Multiple, Contested Wills
    5. Common Will Construction Problems
    6. Objections to Accounts and Petitions

Who Should Attend

This basic level online seminar is designed for professionals who want to be more effective in handling the probate process, including:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers

Speakers

Var Lordahl
Var
Lordahl
Dawson, Lordahl, Weisenmiller PLLC
Elyse M Tyrell
Elyse M.
Tyrell
Tyrell Law, PLLC
Taylor K Morris
Taylor K.
Morris
Morris Estate Planning Attorneys
John A White Jr.
John A.
White, Jr.
White Law Chartered
Hai Ling Chu
Hai Ling
Chu
HLC Legal Ltd.
Speaker bio
Var Lordahl

Var Lordahl

Dawson, Lordahl, Weisenmiller PLLC
Var Lordahl

is an attorney at Dawson, Lordahl, Weisenmiller PLLC where his practice emphasis is in trusts, estates, probate, business and corporate law, nonprofits, and taxation. He has spent his career focused on advising families, businesses, and nonprofits on corporate structuring, tax planning, and estate planning. Mr. Lordahl earned his B.S. degree, with honors, from the University of Illinois Urbana-Champaign; his J.D. degree, summa cum laude, from the University of Illinois College of Law; and his LL.M. degree in taxation from New York University School of Law. He is admitted to practice law in Nevada.

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Speaker bio
Elyse M Tyrell

Elyse M. Tyrell

Tyrell Law, PLLC
Elyse Tyrell

is the founding member of Tyrell Law, PLLC, where her practice is devoted to elder law, estate planning, tax law, probate and guardianship law. She is a member of the Clark County Bar Association, Elder Law Section of the State Bar of Nevada and National Academy of Elder Law Attorneys. Ms. Tyrell is a certified elder law attorney by the National Elder Law Foundation. She is a frequent speaker for National Business Institute, and has lectured on estate planning and elder law for the Housing Authority of the City of Las Vegas, the Community College of Southern Nevada and various seminar groups. Ms. Tyrell earned her B.A. degree from the University of Nevada at Reno, her J.D. degree from Gonzaga University School of Law and her LL.M. degree from the University of San Diego School of Law.

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Speaker bio
Taylor K Morris

Taylor K. Morris

Morris Estate Planning Attorneys
Taylor Morris

is partner at Morris Estate Planning Attorneys in Henderson/Las Vegas, Nevada, which is a family managed law firm. He is a third generation practicing attorney in Nevada. He focuses his practice on estate planning, asset protection, business succession, trust administration, and probate administration. Mr. Morris is a native of Henderson/Las Vegas. He earned his B.S. degree in accounting from Brigham Young University and his J.D. degree from William S. Boyd School of Law at UNLV. Mr. Morris has been recognized as an AV-Rated attorney by Martindale-Hubbell and selected to the Mountain States Super Lawyers.

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Speaker bio
John A White Jr.

John A. White, Jr.

White Law Chartered
John White

is an attorney at White Law Chartered, where he practices in the areas of estate planning and probate. He is a member of the State Bar of Nevada, and also the Washoe County, Northern Nevada Bankruptcy and American bar associations. Mr. White is also a member of the Probate Bar Association of Washoe County. He is admitted to practice in Nevada and to the U.S. Supreme Court. Mr. White has successfully argued published cases before the Nevada Supreme Court and the Ninth Circuit Court of Appeals. He earned his B.A. degree at the University of Nevada and his J.D. degree from George Washington University Law School.

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Speaker bio
Hai Ling Chu

Hai Ling Chu

HLC Legal Ltd.
Hai Ling Chu

is a managing attorney at HLC Legal Ltd., where she is focusing mainly in the areas of estate planning, probate, tax controversy, and business contracts. She earned her B.A. degree from the University of California, Riverside, and her J.D. degree from the UNLV William S. Boyd School of Law. In addition to her private practice, Ms. Chu is also an active member of the Las Vegas non-profit community. In 2014, she received the honor of being named Pro Bono Attorney of the Year from Nevada Legal Services, and she is the sitting treasurer for the Asian American Advocacy Clinic. Ms. Chu is admitted to practice law in Nevada and before the Federal Tax Court.

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