Trusts, Estates & Probate

4.34

Probate Process From Start to Finish

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
Rhode Island CLE Upon Request 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
6 hours 1 minute
Beth Hampton
Brianna Keller
Laura Peska
Horace Nation
Kelly O
Nicholas Plopper
Jared Olson
Steven Miller
With Beth Hampton from The Blum Firm, P.C. + 7 others
Recorded June 04, 2025
Product ID 100635

Buy This Course

Course Includes
$389

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

A Step-by-Step Guide to Handling Probate

This practical guide is designed to provide you with detailed knowledge of probate processes and best practices for handling the various issues that may arise. Let our seasoned probate attorneys teach you how to navigate those crucial first steps; handle the personal executive; gather, value and distribute all assets; and successfully complete the final accounting. You will also learn how to anticipate tax pitfalls and handle special issues that may arise. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. Register today!

  • Start the case off on the right foot by confidently navigating critical first steps.
  • Advise personal representatives by examining all powers, duties, responsibilities, and compensation guidelines.
  • Gather, value and maintain all assets - and learn when and how to employ a financial expert.
  • Pick up tips for validating, prioritizing, and satisfying creditor claims.
  • Get practical guidance for post-mortem planning, trust administration, and tax hurdles.
  • Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.
  • Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting.

Abbreviated Agenda

  1. First Steps
  2. Educating the Personal Representative
  3. Valuing Decedent's Assets
  4. Handling Creditor Claims Step-by-Step
  5. How to Determine Elective Share, Portability and Homestead Allowance
  6. Planning Post-Mortem, Trust Administration, and Tax Issues
  7. Ethics
  8. Wrapping Up - Closing the Estate
  9. Probate Litigation Process

Related Topics

Product ID 100635

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
Rhode Island CLE Upon Request 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

    1. The First 48 Hours
    2. Locating the Will and Beneficiaries
    3. Choosing the Best Form of Administration
    4. The Estate Timeline - What Must be Done
    5. Probate Court Filing Procedures and Forms
    6. Initial Notices to Creditors, Beneficiaries and State Agencies
    7. Laws of Intestacy

  2. Educating the Personal Representative

    1. Duties, Powers, and Responsibilities Step-by-Step
    2. Personal Representative Guide/Instructions
    3. Compensation Guidelines

  3. Valuing Decedent's Assets

  4. Handling Creditor Claims Step-by-Step

    1. Validating Claims
    2. Priority of Creditor Rights
    3. Selling Property to Satisfy Claims
    4. Tax Claims and Liens

  5. How to Determine Elective Share, Portability and Homestead Allowance

    1. Portability Rules, Claiming Unused Exemption
    2. Homestead Allowance
    3. How to Determine the Elective Share Estate
    4. Elective Share Rights and Procedure

  6. Planning Post-Mortem, Trust Administration, and Tax Issues

    1. Trust Administration
    2. Post-Mortem Tax Planning
    3. Problems With Elections and Non-Probate Assets (IRA Distributions and Their Tax Consequences)
    4. The Shares of Minors in an Estate
    5. How to Calculate the Omitted Spouse Share or Omitted Child Share
    6. Shares of Disabled Adults and Means-Tested Government Benefits
    7. Finding Real Estate, Bank Accounts, Life Insurance, Intangibles, Etc.

  7. Ethics

    1. Whom do You Represent? Conflicts of Interest
    2. Protecting Client Confidentiality
    3. Attorney Fees
    4. Practicing Law in More Than One State

  8. Wrapping Up - Closing the Estate

    1. Formal Closing
    2. Informal Closing by Statement of Personal Representative
    3. Final Distributions to Beneficiaries and Liability of Distributees
    4. Tax Returns - Estate and Income, State and Federal
    5. Final Accounting and Discharge of Fiduciary
    6. Inconsistencies Between Inventory and Final Accounting

  9. Probate Litigation Process

    1. The Ability of the Estate to Sue or be Sued
    2. Causes of Action
    3. Procedural Rules and Evidentiary Provisions
    4. Lost and Contested Wills
    5. Deed Contests
    6. Fiduciary Misconduct, Liability, Disputes with Beneficiaries

Who Should Attend

This program is designed for attorneys. Accountants, trust administrators, estate planners, and paralegals may also benefit.

Speakers

Beth Hampton
Beth
Hampton
The Blum Firm, P.C.
Brianna R Keller
Brianna R.
Keller
Rhoades McKee
Laura O Peska
Laura O.
Peska
Koukol Johnson Schmit & Milone, LLC
Horace Nation
Horace
Nation
The Law Office of H.H. "Chip" Nation, LLC
Kelly R O'Brien
Kelly R.
O'Brien
Measure Law, P.C.
Nicholas E Plopper
Nicholas E.
Plopper
Drewry Simmons Vornehm, LLP
Jared Olson
Jared
Olson
The Firm Advisors, LLC
Steven D Miller
Steven D.
Miller
Miller Law Firm, PC
Speaker bio
Beth Hampton

Beth Hampton

The Blum Firm, P.C.
Beth Hampton

is an attorney with The Blum Firm P.C., where she practices in the areas of probate, guardianships, estate planning and probate litigation. Ms. Hampton is a member of the State Bar of Texas (member, Real Estate, Probate & Trust Law Section), Tarrant County Bar Association, Tarrant County Probate Bar Association (member, Board of Directors, 2013-202), Hood County Bar Association, National Guardianship Association, and the Texas Guardianship Association. She earned her B.A. degree, magna cum laude, from Texas A & M University and her J.D. degree, cum laude, from Baylor University School of Law. Fort Worth, Texas magazine has recognized Ms. Hampton as one of Tarrant County’s Top Attorneys in Probate, Estates and Trusts (2014-2024), and she has been recognized as a Texas Super Lawyer Rising Star (2018-2024).

View full profile
Speaker bio
Brianna R Keller

Brianna R. Keller

Rhoades McKee
Brianna Keller

is an attorney with Rhoades McKee. She is an estate planning and probate litigation attorney. Ms. Keller prepares wills, navigates tax issues, establishes guardianships and conservatorship, and implements powers of attorney. She earned her B.A. degree, cum laude, from Loyola University Chicago and her J.D. degree, cum laude, from Michigan State University College of Law.

View full profile
Speaker bio
Laura O Peska

Laura O. Peska

Koukol Johnson Schmit & Milone, LLC
Laura Peska

is an associate attorney at Koukol Johnson Schmit & Milone, LLC, where she focuses her practice on estate planning, business, and corporate law. Her work involves helping clients protect their assets, plan for the future, and navigate complex legal matters related to business operations and corporate governance. Ms. Peska earned her undergraduate degree from the University of Nebraska-Lincoln, where she studied international business and economics; and her J.D. degree from Creighton University School of Law. She is admitted to practice law in Nebraska.

View full profile
Speaker bio
Horace Nation

Horace Nation

The Law Office of H.H. "Chip" Nation, LLC
Horace Nation

is an experienced trial attorney at his practice, The Law Office of H.H. "Chip" Nation, LLC, with a demonstrated history of working in the law practice industry. He is skilled in civil litigation, writing, oral advocacy, motion and trial practice, negotiation, mediation and appeals. Mr. Nation earned his bachelor's degree in business administration and management from The University of Alabama and his J.D. degree from Samford University, Cumberland School of Law. He is authorized to practice law in the state of Alabama.

View full profile
Speaker bio
Kelly R O'Brien

Kelly R. O'Brien

Measure Law, P.C.
Kelly O'Brien

is a managing partner with Measure Law, P.C. in Kalispell, Montana. Her practice is focused on business law, real estate law, probate, trusts and estate planning. Ms. O'Brien earned her B.S. degree in international business from the University of Montana, her J.D. degree from Lewis & Clark School of Law and her LL.M. degree in taxation from University of Denver Sturm College of Law. She is licensed to practice law in Oregon and Montana. Ms. O'Brien is a fourth generation Montanan, originally from the Flathead Valley. She is delighted to have the privilege to live and practice law in northwest Montana where she enjoys time exploring in the mountains with friends and family.

View full profile
Speaker bio
Nicholas E Plopper

Nicholas E. Plopper

Drewry Simmons Vornehm, LLP
Nicholas Plopper

is an NFLPA Certified Contract Advisor and partner in the Carmel office of Drewry Simmons Vornehm, LLP. He concentrates his practice in business law, civil litigation, real estate, estate planning and probate. Mr. Plopper earned his B.A. degree from Indiana University and his J.D. degree from California Western School of Law. He is a member of the Indianapolis Bar Association and Indiana State Bar Association.

View full profile
Speaker bio
Jared Olson

Jared Olson

The Firm Advisors, LLC
Jared Olson

is in-house counsel with The Firm Advisors, LLC. He collaborates with brokers and other team members to facilitate closings and support the firm's operations. Mr. Olson also serves as a sounding board, consultant, and intermediary between the parties and their respective attorneys when negotiating and ironing out the details of the deal and bringing everyone to the table for closing. He earned his bachelor's degree in psychology and communication, and his J.D. degree from the University of Nebraska College of Law in Lincoln, Nebraska.

View full profile
Speaker bio
Steven D Miller

Steven D. Miller

Miller Law Firm, PC
Steven Miller

is an attorney with Miller Law Firm, PC. He is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation. Mr. Miller concentrates his practice in the areas of elder law, estate planning, asset protection, tax law, guardianships, special needs, and life care planning. He counsels families of all ages in the area of wills and trusts, and also provides in-depth knowledge of Medicare and Medicaid planning. Mr. Miller is a VA accredited attorney and advises veteran clients in the area of Veterans Administration benefits. He earned his B.A. degree from DePauw University, his Masters degree from Embry-Riddle Aeronautical University and his J.D. degree from Widener University Commonwealth School of Law. Mr. Miller is licensed to practice in Pennsylvania and Massachusetts.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us