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Finnegan is DEAD! A Walk Through a Fictional Probate Case

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
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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 Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Frank Steiner
Lauren Ahern
Richard Lumley
Lora Williams
Ruth DiPasquale
With Frank J. Steiner from Frank Steiner Law, PC + 4 others

Fri, Apr 24, 00:00 AM – 00:00 PM

Product ID 101704

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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 2023-2026 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 101704

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
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 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 Approved 7 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Virginia 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
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CLE
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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

Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
Lauren M Ahern
Lauren M.
Ahern
Greenbaum, Rowe, Smith & Davis LLP
Richard B Lumley
Richard B.
Lumley
Smith Alling PS
Lora N Williams
Lora N.
Williams
Williams Law Office, PC
Ruth H DiPasquale
Ruth H.
DiPasquale
Ruth Law Firm, LLC
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, commercial litigation, 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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Speaker bio
Lauren M Ahern

Lauren M. Ahern

Greenbaum, Rowe, Smith & Davis LLP
Lauren Ahern

is of counsel at Greenbaum, Rowe, Smith & Davis LLP. She focuses her practice in the areas of estate planning and administration, with a focus on high net worth individuals. Ms. Ahern's work includes business succession and intergenerational planning, long term care planning, charitable gift planning and planned giving. She assists clients in the drafting of various estate planning documents including wills and trust arrangements, and provides counsel regarding estate and income tax saving techniques in the estate planning process. In the area of estate administration, Ms. Ahern represents fiduciaries and beneficiaries in probate matters. Her work encompasses the satisfaction of federal and state tax obligations, the preparation of petitions and supporting documents, and the settlement of complex estates via formal and informal methods, including probate litigation involving contested wills and fiduciary accountings. She earned her B.A. degree from Binghamton University, her J.D. degree from Touro College Jacob D. Fuchsberg Law Center and her LL.M. degree in taxation from Boston University School of Law.

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Speaker bio
Richard B Lumley

Richard B. Lumley

Smith Alling PS
Richard Lumley

is a litigation attorney whose practice primarily focuses on representing businesses and individuals in commercial, trust and estate, real estate, environmental, and employment disputes. He has in-depth experience representing clients in state and federal court, as well as alternative dispute resolution venues. Mr. Lumley values client collaboration and enjoys formulating litigation strategies to effectively and efficiently achieve desired results. He creates practical solutions for clients that are sensible from a business and personal perspective. Mr. Lumley attended Northeastern University School of Law, where he was a public interest law scholar. Following law school, he was an honors fellow at the U.S. Environmental Protection Agency in Washington, D.C., focusing on federal ethics and political activities law. Mr. Lumley's legal experience also includes managing a federally funded program at Lutheran Community Services Northwest that assists immigrants in removal proceedings with navigating the complex immigration court system. 

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Speaker bio
Lora N Williams

Lora N. Williams

Williams Law Office, PC
Lora Williams

is sole owner of Williams Law Office, PC near Greensburg, Indiana, where her primary focus is estate and business planning. She also maintains a creditor collections practice in central Indiana. Ms. Williams is a frequent presenter for National Business Institute, and has previously taught business law courses at Indiana Wesleyan University and Butler University. She earned her B.A. degree from Purdue University, her J.D. degree from Syracuse University and her Master in Public Administration Degree from Syracuse University. Ms. Williams is a member of the Indiana State Bar Association, Indianapolis Bar Association, Decatur County Bar Association and Kentucky Bar Association. She is admitted to practice law in both Indiana and Kentucky.

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Speaker bio
Ruth H DiPasquale

Ruth H. DiPasquale

Ruth Law Firm, LLC
Ruth DiPasquale

is an attorney with Ruth Law Firm, LLC. She practices in the areas of family law, corporate law and probate law. Ms. DiPasquale earned her B.A. degree and her M.A. degree from Bob Jones University. She earned her J.D. degree from University of South Carolina School of Law.

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TOP FAQs

How many Utah CLE credits can I carry over?

Effective July 1, 2026, Utah attorneys can carry over up to 6 hours of excess Verified CLE credits from their current compliance period to their immediate next compliance period. Ethics or professionalism credits may not be carried forward.

In addition, attorneys licensed in another MCLE state whose principal office for the practice of law is not in Utah, may fulfill that state's mandatory CLE requirement, as well as completing 1 hour each of Utah-approved ethics and professionalism credits, for their compliance in Utah.

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