Best Seller

Trusts, Estates & Probate

New Release!

4.41

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 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
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
OnDemand
5 hours 57 minutes
Monty Donohew
M. Michelle Robles
Elizabeth Forgotson Goldberg
L. Wayne Patterson
With Monty L. Donohew from Monty Donohew + 3 others
Recorded June 25, 2026.
Product ID 102006

Buy This Course

Course Includes
$429

OnDemand Video

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

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

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 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
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
Select Jurisdiction
CLE

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 Donohew
M. Michelle Robles
M. Michelle
Robles
Robles Law PA
Elizabeth Forgotson Goldberg
Elizabeth
Forgotson Goldberg
Law Offices of Elizabeth Forgotson Goldberg
L. Wayne Patterson
L. Wayne
Patterson
Wayne Patterson Attorney at Law
Speaker bio
Monty L Donohew

Monty L. Donohew

Monty Donohew
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. 

View full profile
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. 

View full profile
Speaker bio
Elizabeth Forgotson Goldberg

Elizabeth Forgotson Goldberg

Law Offices of Elizabeth Forgotson Goldberg
Elizabeth Forgotson Goldberg

is a sole practitioner at the Law Offices of Elizabeth Forgotson Goldberg located in Bethesda, Maryland, where she practices in the areas of wills, trusts, estates, special needs trusts, elder law, probate, estate administration, family law, homeowners association law, and estate planning for the elderly. Ms. Forgotson Goldberg is a NELF certified attorney. She earned her B.A. and M.A. degrees from Duke University and her J.D. degree from George Washington University Law School. Ms. Forgotson Goldberg is a member of the Montgomery County Bar Association, District of Columbia Bar Association, Maryland State Bar Association, National Association of Elder Law Attorneys (NAELA) and Women's Bar Association of Maryland.

View full profile
Speaker bio
L. Wayne Patterson

L. Wayne Patterson

Wayne Patterson Attorney at Law
L. Wayne Patterson

is a sole practitioner in Greenville, practicing in the areas of elder law, estate and probate law, and family law. He is a member of the South Carolina Bar. Mr. Patterson earned his B.S. degree from North Carolina State University and his J.D. degree from Charleston School of Law.

View full profile
Loading recommendations...

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 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.
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