Trusts, Estates & Probate

4.28

The Probate Playbook: Beginner's Guide to Client Communication and Procedures

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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
Kentucky CLE Approved 6 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
OnDemand
5 hours 45 minutes
Kayce Chaney
Cody Noble
Gina Pusateri
Michael Whittaker
Jonathan Paul
Louis Silverman
With Kayce M. Chaney from Hyden, Miron & Foster, PLLC + 5 others
Recorded June 13, 2025
Product ID 100446

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Overview

A Step-by-Step Guide Through Probate Tasks and Timelines

Administering an estate requires impeccable knowledge and strict adherence to rules, as well as a great degree of coordination between all the parties involved. In this full-day fundamentals course, experienced probate practitioners will walk you through every step of the process. Explore critical probate processes and adopt best practices for handling the challenges that may arise: managing crucial first steps; gathering, managing, and distributing assets; balancing the final account, and more. Ensure a smooth administration from start to finish. Register today!

  • Prepare for meeting grieving clients - and tackling tough issues with tact and efficiency.
  • Help personal representatives fulfill their duties: map out their tasks and case deadlines.
  • Outline the rights and limitations of creditors in probate and map out the claims process.
  • Ensure all tax liabilities are covered and returns filed before the estate is closed.
  • Wrap up the estate properly with balanced final accountings and thorough final distributions.
  • Get tips for litigating deed contests, lost or contested wills, fiduciary misconduct, and more.

Abbreviated Agenda

  1. First Steps, Client Meetings, and Opening the Estate
  2. Helping Personal Representatives Manage the Estate
  3. Creditor Claims Step-by-Step
  4. Tax Basics in Probate
  5. Legal Ethics Dilemmas of Probate Practice
  6. Probate Litigation Essentials

Related Topics

Product ID 100446

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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
Kentucky CLE Approved 6 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
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. First Steps, Client Meetings, and Opening the Estate

    1. The First 48 Hours
    2. Meeting With Grieving Families: Facing Tough Truths and Planning for the Work Ahead
    3. Choosing the Right Form of Administration
    4. The Estate Timeline - What Must Be Done
    5. Opening the Estate: Petition and Public Notices

  2. Helping Personal Representatives Manage the Estate

    1. Outlining Duties, Powers, and Responsibilities Step by Step
    2. Finding Assets: Real Estate, Bank Accounts, Life Insurance, Intangibles, etc.
    3. Marshaling, Valuing, and Managing Decedent's Assets
    4. Keeping Personal Representatives on Track

  3. Creditor Claims Step-by-Step

    1. Creditor Claim Procedure and Timeline
    2. Priority of Creditor Rights: Secured and Unsecured
    3. Creditor Objections to Disallowed Claims
    4. Selling Property to Satisfy Claims

  4. Tax Basics in Probate

    1. Estate Tax Portability Rules, Claiming Unused Exemption
    2. Post-Mortem Tax Planning
    3. Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
    4. Tax Returns - Estate and Income, State and Federal

  5. Legal Ethics Dilemmas of Probate Practice

    1. Whom Do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Data Security Considerations
    4. Practicing Law in More Than One State (UPL Concerns)
    5. Attorneys Who Act as Fiduciaries

  6. Probate Litigation Essentials

    1. The Ability of the Estate to Sue or Be Sued
    2. Causes of Action
    3. Lost and Contested Wills
    4. Deed Contests

Who Should Attend

This legal guide is designed for attorneys. Accountants, executors, estate planners, other fiduciaries, and paralegals may also benefit.

Speakers

Kayce M Chaney
Kayce M.
Chaney
Hyden, Miron & Foster, PLLC
Cody R Noble
Cody R.
Noble
McDonald Carano LLP
Gina M Pusateri
Gina M.
Pusateri
Pusateri & Pusateri
Michael G Whittaker
Michael G.
Whittaker
McDonald Carano LLP
Jonathan Paul
Jonathan
Paul
Weissman Paul, PLLC
Louis A Silverman
Louis A.
Silverman
Praesidium Law, PLLC
Speaker bio
Kayce M Chaney

Kayce M. Chaney

Hyden, Miron & Foster, PLLC
Kayce Chaney

is an attorney at Hyden, Miron & Foster, PLLC. Her practice areas include estate planning, probate and trust administration, and real estate. Ms. Chaney earned her B.A. and M.B.A. degrees from the University of Arkansas; and her J.D. degree from the University of Arkansas at Little Rock Bowen School of Law, where she graduated cum laude. Before joining Hyden, Miron & Foster, PLLC, she worked at Dilard's Inc, in the Real Estate Legal Department. Ms. Chaney is admitted to practice in Arkansas. 

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Speaker bio
Cody R Noble

Cody R. Noble

McDonald Carano LLP
Cody Noble

is a partner at McDonald Carano LLP and has practiced in the firm's Las Vegas office since 2003. For more than 20 years, Mr. Noble's practice has focused primarily on assisting high net worth individuals with their comprehensive trust and estate planning. Specifically, Mr. Noble's practice includes representation of beneficiaries, fiduciaries, and grantors in all aspects of trust and estate planning and administration, including probate administration, generational planning, and asset protection. Mr. Noble also advises litigation attorneys on trust, estate, and tax aspects of litigation matters. Mr. Noble received his B.S. degree, summa cum laude, from Southern University. He went on to obtain his J.D. degree, magna cum laude, from Brigham Young University, and his LL.M. degree from the University of Florida, Levin College of Law. Mr. Noble is admitted to practice in Nevada and Utah.

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Speaker bio
Gina M Pusateri

Gina M. Pusateri

Pusateri & Pusateri
Gina Pusateri

graduated cum laude from Boston College with a bachelor's degree in psychology. She began her legal education at Western New England College School of Law in 1999, maintaining an academic scholarship throughout and graduating cum laude in 2003. After passing the Massachusetts Bar exam, she joined Pusateri & Pusateri, focusing on estate planning, estate administration, and landlord/tenant matters. In addition to her Massachusetts practice, Ms. Pusateri was admitted to the United States District Court in 2014 and became licensed to practice in New Hampshire in 2017. She is an active member of the Worcester County, Northern Worcester County, Massachusetts bar associations, and MassNAELA. Ms. Pusateri dedication to her profession and community is further highlighted by her past presidency of the Worcester County Bar Association.

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Speaker bio
Michael G Whittaker

Michael G. Whittaker

McDonald Carano LLP
Michael Whittaker

is an attorney with McDonald Carano LLP, where his practice includes estate planning, real estate, business entities, and charitable organizations. He is admitted to practice in Nevada and Idaho, and is a member of the Nevada State, Idaho State, and American bar associations. Mr. Whittaker earned his B.S. degree from Brigham Young University Idaho; his M.B.A. degree, with honors, from Washington State University; his J.D. degree from the University of Idaho; and his LL.M. degree in taxation from the University of Florida Levin College of Law.

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Speaker bio
Jonathan Paul

Jonathan Paul

Weissman Paul, PLLC
Jonathan Paul

is a partner at Weissman Paul, Attorneys at Law, where he focuses his practice on estate planning, probate, and related litigation. Mr. Paul earned his undergraduate degree from the University of Florida and his J.D. from Florida State University College of Law. He provides comprehensive guidance to clients navigating the probate process, including both formal and summary administrations. His estate planning work includes drafting wills and trusts, as well as preparing advanced healthcare directives and powers of attorney. He also represents clients in disputes involving estates, business matters, and real estate conflicts. With a practical and empathetic approach, Mr. Paul understands the complexities that often accompany end-of-life planning and estate administration. He is committed to helping clients make informed decisions and resolve difficult issues with clarity and confidence, offering thoughtful legal solutions tailored to each unique circumstance. Mr. Paul is admitted to practice in the state of Florida.

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Speaker bio
Louis A Silverman

Louis A. Silverman

Praesidium Law, PLLC
Louis Silverman

is an attorney at Praesidium Law, PLLC, where he practices in the areas of estate planning, estate administration, probate law, and related matters. Mr. Silverman is board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is a board member emeritus of the Sonoran University of Health Sciences, and past president of the Board of Directors of Tempe Leadership. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona and Western District of Texas.

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