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Trusts, Estates & Probate

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Pennsylvania Probate Process from Start to Finish

Credits Available
Credit Status Total
Financial Planners Approved 8 Total
New Jersey CLE Approved 8 Total
New York CLE Approved 8 Total
Pennsylvania CLE Approved 6.5 Total
CPE for Accountants/NASBA Approved 8 Total
Live Online + OnDemand
6 hours 40 minutes
Genevieve Redd
Gary Freedman
LeeAnn Syme
Ashley Sharek
Alexandra Sipe
Elizabeth Dupuis
With Genevieve G. Redd from Leech Tishman + 5 others

Mon, Mar 16, 00:00 AM – 00:00 PM

Product ID 101475

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$389

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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. Law of Intestate Succession
  3. Inventory and Appraisement
  4. Probate Property vs. Non-Probate Assets
  5. Handling Claims Against the Estate
  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 101475

Credit Details

Credits Available
Credit Status Total
Financial Planners Approved 8 Total
New Jersey CLE Approved 8 Total
New York CLE Approved 8 Total
Pennsylvania CLE Approved 6.5 Total
CPE for Accountants/NASBA Approved 8 Total
Select Jurisdiction
CLE
Other

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. 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

  3. 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

  4. Probate Property vs. Non-Probate Assets

  5. 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

  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

Genevieve G Redd
Genevieve G.
Redd
Leech Tishman
Gary B Freedman
Gary B.
Freedman
Freedman & Grinshpun, PC
LeeAnn G Syme
LeeAnn G.
Syme
John W. Giltinan, Esq., P.C.
Ashley E Sharek
Ashley E.
Sharek
Entrusted Legacy Law
Alexandra M Sipe
Alexandra M.
Sipe
Sipe Law LLC
Elizabeth A Dupuis
Elizabeth A.
Dupuis
Babst Calland
Speaker bio
Genevieve G Redd

Genevieve G. Redd

Leech Tishman
Genevieve Redd

is an attorney for Leech Tishman. She focuses her practice on estate planning, trust and estate administration, succession planning and tax solutions. Ms. Redd is admitted in Illinois, New Jersey, New York and Pennsylvania. She earned her B.A. degree, cum laude, from the University of Pittsburgh and her J.D. degree from the University of Pittsburgh School of Law. Ms. Redd holds the John P. Gismondi Certificate in Advanced Litigation and a Tax Law Certificate. She is a member of the Chicago Bar Association (co-chair, Young Lawyers Section), Allegheny County Bar Association (membership services co-chair and leadership initiative program), Pittsburgh Civic Light Opera Ambassadors Board of Governors, and the Junior League of Chicago. Ms. Redd has received a Pennsylvania Rising Star by Pennsylvania Super Lawyers Magazine, a Rising Star Award from the Chicago Bar Association, and ABA Service to the Bar Award and ABA Service to the Community Award both from Allegheny County Bar Association.

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Speaker bio
Gary B Freedman

Gary B. Freedman

Freedman & Grinshpun, PC
Gary Freedman

is a partner with the Philadelphia law office of Freedman & Grinshpun, PC. He practices in the areas of elder law, probate, estate planning, corporate law, and real estate law. Mr. Freedman is an advisor to many nonprofit agencies on charitable giving through estate planning. He is the former solicitor for the Register of Wills Office in Montgomery County, and has lectured for banks and insurance companies on trust and estate planning topics. Mr. Freedman is a member of the Philadelphia (Estate Planning Section), Montgomery County (Estate Planning Section) and Pennsylvania (Estate Planning Section) bar associations. He earned his B.A. degree from Temple University, his J.D. degree from Temple University Beasley School of Law, his LL.M. degree from Temple University Beasley School of Law and his M.A. degree from Boston University. 

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Speaker bio
LeeAnn G Syme

LeeAnn G. Syme

John W. Giltinan, Esq., P.C.
LeeAnn Syme

is an attorney with John W. Giltinan, Esq., P.C., and practices in the areas of elder law, estate and trust planning, special needs planning, and estate and trust administration. Ms. Syme earned her undergraduate degree from the University of Pittsburgh and her J.D. degree from Duquesne University, where she was a member of the Duquesne Law Review.

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Speaker bio
Ashley E Sharek

Ashley E. Sharek

Entrusted Legacy Law
Ashley Sharek

is the founding attorney at Entrusted Legacy Law. Her considerable legal expertise includes family protection, wealth preservation and values-based planning, as well as planning strategies for unmarried couples and divorced individuals. Ms. Sharek earned her B.A. degree from Westminster College and her J.D. degree from Duquesne University's Thomas R. Kline School of Law. She has since been admitted before the U.S. Tax Court, successfully defending an innocent spousal relief case against the IRS. Ms. Sharek is a member of WealthCounsel, a national organization of trusts and estates attorneys and other legal, tax and business professionals who design sophisticated planning techniques for individuals and families. She is admitted to practice before all Pennsylvania state courts and the U.S. District Court for the Western District of Pennsylvania. 

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Speaker bio
Alexandra M Sipe

Alexandra M. Sipe

Sipe Law LLC
Alexandra Sipe

, Esq. is the founder and principal attorney of Sipe Law LLC, a boutique legal practice based in south central Pennsylvania. With over twelve years of specialized experience, she focuses on estate planning, estate administration, small business and agribusiness succession planning, and trust administration. Ms. Sipe is widely recognized for her commitment to preserving Pennsylvania's agricultural legacy and supporting family-owned enterprises. A graduate of Dickinson School of Law at Pennsylvania State University (J.D., 2013) and Dickinson College (B.A. in economics and political science, 2010), she has earned accolades including the Trailblazer Award from the Pennsylvania Bar Association's Real Property, Probate and Trust Law Section. Ms. Sipe's leadership roles include serving as secretary of the PBA Real Property, Probate and Trust Section; county coordinator for Wills for Heroes in Franklin County; and board member for organizations such as Luminest Community Development and the Cumberland County Farm Bureau. She is also a member of the Estate Planning Council of Central Pennsylvania and a graduate of Leadership Cumberland's Class of 2024. Ms. Sipe is a frequent speaker and educator, offering seminars and webinars for legal and financial professionals, and is deeply engaged in community outreach, regularly sponsoring local events and initiatives.

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Speaker bio
Elizabeth A Dupuis

Elizabeth A. Dupuis

Babst Calland
Elizabeth Dupuis

is a managing shareholder of the State College office of Babst Calland, where her practice is focused upon residential and commercial real estate transactions, business planning and formation, commercial and contract litigation, estate planning and administration, and commercial development. Ms. Dupuis also serves as solicitor for Patton and Ferguson Townships in Centre County, as well as Centre County. She is a licensed title agent in Pennsylvania, and conducts residential and commercial real estate closings through MidState Closing Company, an affiliate of Babst Calland. Ms. Dupuis is a member of the Centre County, Pennsylvania and American bar associations. She is admitted to practice before the U.S. District Court for the Western and Middle districts of Pennsylvania, and the Third Circuit Court of Appeals. Ms. Dupuis earned her B.S. degree from Pennsylvania State University and her J.D. degree from the University of Pittsburgh. 

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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.
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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.
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