Trusts, Estates & Probate

4.51

Finnegan is DEAD! A Walk Through a Fictional Probate Case

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 55 minutes
Antar Jones
Andrew Oh-Willeke
James Reddy
Frank Steiner
With Antar P. Jones from Law Office of Antar P. Jones, PLLC + 3 others
Recorded April 29, 2025
Product ID 100197

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Overview

Explore the Major Tasks of Estate Administration With a Bit of Humor and a Ton of Legal Insight

Finnegan O'Malley, aged 92, passed away peacefully in his sleep while attempting to break the world record for the longest continuous nap. His last will and testament was found rolled up inside his favorite leprechaun-shaped cookie jar. You're advising his long-suffering nephew Seamus, who nearly fainted when he realized the extent of his duties as a personal representative. Follow this slightly whimsical yet no less legally enlightening case from start to conclusion and let it prepare you for the daily toils and troubles of probate practice. Register today!

  • See the ridiculous extent of Finnegan's estate and get tips for inventory and management.
  • Learn what to do with creditor claims, even wildly outlandish ones.
  • Follow the very real probate timeline and deadlines to ensure timely administration.
  • Understand tax-reporting requirements in probate.
  • Discover how to predict, prevent, and resolve common (and sometimes slightly absurd) disputes.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member attorney Louis Silverman.

Abbreviated Agenda

  1. Locating the Assets, Authenticating the Will, and Generally Getting Things Rolling
  2. "How Much for the Magic Bagpipes and the Unicorn Farm?" Estate Inventory and Creditor Claims
  3. "Tax Returns? What Tax Returns?" Decedent's and Estate's Tax Reporting
  4. "The Prodigal Grandniece on the Mother's Side" and Other Unexpected Twists and Turns
  5. "That Ring Is Mine! It Was my Birthday Present!" and Other Disputes
  6. Staying Within Attorney Ethics Bounds When the Estate Turns to Chaos

Related Topics

Product ID 100197

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Locating the Assets, Authenticating the Will, and Generally Getting Things Rolling

  2. "How Much for the Magic Bagpipes and the Unicorn Farm?" Estate Inventory and Creditor Claims

  3. "Tax Returns? What Tax Returns?" Decedent's and Estate's Tax Reporting

  4. "The Prodigal Grandniece on the Mother's Side" and Other Unexpected Twists and Turns

  5. "That Ring Is Mine! It Was my Birthday Present!" and Other Disputes

  6. Staying Within Attorney Ethics Bounds When the Estate Turns to Chaos

    1. "I Won't Do That" - Attorney Fees and Scope of Representation
    2. Improper Requests by Relatives of the Decedent
    3. Diligence in Probate: Meeting Deadlines, Conducting Thorough Research, etc.
    4. Attorneys Who Act as Fiduciaries
    5. Conflicts of Interest: Screening, Disclosure, and Consent

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Antar P Jones
Antar P.
Jones
Law Office of Antar P. Jones, PLLC
Andrew G Oh-Willeke
Andrew G.
Oh-Willeke
Andrew Oh-Willeke Law Office
James D Reddy
James D.
Reddy
James D. Reddy, P.C.
Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
Speaker bio
Antar P Jones

Antar P. Jones

Law Office of Antar P. Jones, PLLC
Antar Jones

is the founder of the Law Office of Antar P. Jones, PLLC located in Brooklyn, New York. A significant portion of his practice is devoted toward his providing advice and counsel to fiduciaries, heirs and beneficiaries on complex estate administration and tax matters. Mr. Jones's practice involves many complex post-mortem taxation issues. In addition to having advised clients regarding insurance trusts, he has advised fiduciaries on taxation matters concerning how living trusts are taxed once the grantor has passed. Also, Mr. Jones has done extensive work concerning the annuity reporting requirements of Qualified Domestic Trusts, in addition to how specifically marital deductions operate with respect to such trusts where there is a foreign spouse from a country that has a tax treaty with the United States. He is a member of the New York State Bar Association, where he is active in the Estate and Trust Administration Committee of the Trusts and Estates Section. Mr. Jones earned his LL.M degree in taxation from the graduate program in taxation at New York Law School. He earned his J.D. degree from the New York Law School.

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Speaker bio
Andrew G Oh-Willeke

Andrew G. Oh-Willeke

Andrew Oh-Willeke Law Office
Andrew Oh-Willeke

is a sole practitioner with Andrew Oh-Willeke Law Office in Denver, Colorado, with over 30 years of experience. His practice includes business transactions; tax planning; estate planning, including asset protection planning; commercial litigation in and out of bankruptcy court; probate administration; and tax litigation. Mr. Oh-Willeke is a past professor at the College for Financial Planning. He earned his B.A. degree from Oberlin College and his J.D. degree, cum laude, from the University of Michigan. Mr. Oh-Willeke is admitted to practice law in Colorado and New York. He is a member of the Colorado Bar Association and the American Bar Association.

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Speaker bio
James D Reddy

James D. Reddy

James D. Reddy, P.C.
James Reddy

is a sole practitioner in Lindenhurst, New York (Suffolk County), where his main areas of practice are trusts and estates, real property, and family law, mostly in the litigation area, both at the trial level and appellate level. Mr. Reddy has litigated numerous deed contests, will contests, trust litigations, divorces, child custody disputes, and other related matters over the past two decades. He has presented many seminars for National Business Institute in the areas of estate planning, and recently presented a National Business Institute seminar on complex custody and support issues. Mr. Reddy earned his B.S.B.A. degree from Georgetown University and his J.D. degree, cum laude, from St. John's University School of Law.

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Speaker bio
Frank J Steiner

Frank J. Steiner

Frank Steiner Law, PC
Frank Steiner

is an attorney at law with Frank Steiner Law, PC in Nashville, Tennessee, where he practices in the areas of probate, probate litigation, wills and estates, employment law, corporate and business law. He earned his B.A. degree from the University of Kentucky and his M.S. degree from the University of Memphis. In addition to his J.D. degree from South Texas College of Law, Mr. Steiner has a Ph.D. degree from Indiana University. He is admitted to practice in Tennessee Courts, Federal Middle and Eastern districts of Tennessee and the U.S. Court of Appeals for Sixth Circuit.

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