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PROBATE ASSETS: Top Mistakes and Problems Solved

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
Monty Donohew
M. Michelle Robles
Gary Luke
With Monty L. Donohew from Monty L. Donohew, LPA + 2 others

Thu, Jun 25, 00:00 AM – 00:00 PM

Product ID 102006

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$429

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Overview

Tackle Inventory, Valuation, Tax, Distributions, Special Assets, and More

A myriad things can go wrong in probate. This legal guide will help you make sure your handling of the estate's assets will not be one of them. Prevent fiduciary liability and ensure smooth administration with our experts' tips for handling common asset and income issues that arise during probate. Be prepared - register today!

  • Streamline and error-proof inventories.
  • Untangle unique real property and title issues.
  • Stay up to date on rare and problematic assets.
  • Resolve debts and respond to creditors.
  • Troubleshoot probate ethics.

Abbreviated Agenda

  1. Inventory: Problems Locating, Classifying, Securing, and Recording the Assets
  2. Unique Assets: IRAs, Digital Accounts, IP, Art, and More
  3. Estate Management, Creditor, and Final Accounting Mistakes
  4. Real Estate Issues: Titles, Liens, Homestead, Income-Producing Property, Sale of Property, etc.
  5. Family Businesses in Probate
  6. Trusts in Probate: Distributions, Decanting, Income, Tax Issues
  7. Common Tax and Valuation Mistakes
  8. Common Legal Ethics Mistakes in Probate

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Pre-Order the OnDemand

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Related Topics

Product ID 102006

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
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. Inventory: Problems Locating, Classifying, Securing, and Recording the Assets

  2. Unique Assets: IRAs, Digital Accounts, IP, Art, and More

  3. Estate Management, Creditor, and Final Accounting Mistakes

    1. Sale, Management, and Transfer of the Estate Assets
    2. Debts, Creditors, Insolvency
    3. Final Accounting and Estate Distribution Problems

  4. Real Estate Issues: Titles, Liens, Homestead, Income-Producing Property, Sale of Property, etc.

  5. Family Businesses in Probate

  6. Trusts in Probate: Distributions, Decanting, Income, Tax Issues

  7. Common Tax and Valuation Mistakes

    1. Asset Valuation and Tax Basis Step-up Issues
    2. Spousal Share Elections, Exclusions, Disclaimers, State Differences
    3. Filing Requirements: Forms, Schedules, Deadlines

  8. Common Legal Ethics Mistakes in Probate

    1. Who is Your Client?
    2. Confidentiality
    3. Attorney Fees and Scope of Representation
    4. Data Security
    5. Conflicts of Interest

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, and paralegals will also benefit.

Speakers

Monty L Donohew
Monty L.
Donohew
Monty L. Donohew, LPA
M. Michelle Robles
M. Michelle
Robles
Robles Law PA
Gary Luke
Gary
Luke
Luke Law LLC
Speaker bio
Monty L Donohew

Monty L. Donohew

Monty L. Donohew, LPA
Monty Donohew

is a sole practitioner with offices in North Canton and Dublin, Ohio, and a satellite office in Chesterfield, Missouri. His primary area of practice is estate planning. Mr. Donohew has been admitted to practice in Ohio, Illinois and Missouri, and currently practices in Ohio and Missouri. He is a member of several local and state bar associations. Mr. Donohew earned his B.A. degree in political science from Eastern Illinois University and his J.D. degree from Washington University School of Law in St. Louis, Missouri, where he served on the Washington University Law Quarterly, Washington University's most prestigious law review.

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Speaker bio
M. Michelle Robles

M. Michelle Robles

Robles Law PA
M. Michelle Robles

is the managing attorney at Robles Law PA. She focuses her practice on estate planning - advanced planning, special needs trust, elder law - medicaid planning, equine law, and real estate sales and contracts. Ms. Robles earned her J.D. degree from Barry University Dwayne O. Andreas School of Law, her LL.M. degree in elder law from Stetson University College of Law, and her LL.M. degree in estate planning from the University of Miami School of Law. She is a member of The Florida Bar (Real Property, Probate & Trust Section; Elder Law Section; Animal Law Section), Kentucky Bar Association, Sarasota County Bar Association, Florida Association of Women Lawyers - Florida, Sarasota Chapter, National Association of Estate Law Attorneys (NAELA), and The Academy of Florida Elder Law Attorneys (AFELA). Ms. Robles is admitted to practice law in Florida and Kentucky.

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Speaker bio
Gary Luke

Gary Luke

Luke Law LLC
Gary Luke

is president of Luke Law LLC. His practice focuses on bankruptcy, contract drafting, and various areas of civil litigation. Mr. Luke also handles dependency adoptions, step-parent adoptions, and limited criminal defense cases. He earned his B.S. degree from Industrial Engineering Technology and his J.D. degree, with honors, from Florida Coastal School of Law. Mr. Luke is a member of the Florida Bar Association and Clay County Bar Association. He is licensed to practice law before all Florida courts, as well as the Federal Court for the Middle District of Florida. 

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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 7 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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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.
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