Trusts, Estates & Probate

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Top 10 Probate Court Mistakes, and How to Fix Them

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Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
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New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
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Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
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Live Online
1 hour
Louis Silverman
With Louis A. Silverman from Praesidium Law, PLLC

Thu, Sep 17, 00:00 AM – 00:00 PM

Product ID 102391

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Overview

Avoid the mistakes that derail estates - 10 probate pitfalls attorneys must know.

Probate errors don't just slow things down - they expose you to malpractice liability, trigger court sanctions, and create costly disputes for your clients. This fast-paced program cuts straight to the 10 most common mistakes attorneys and executors make in probate, regardless of jurisdiction, and shows you exactly how to fix them. Walk away with concrete corrective strategies and the confidence to guide clients through the process without costly missteps. Register today!

  • Identify the top procedural filing errors and how to correct them before they escalate.
  • Recognize common executor mistakes and advise clients on how to course-correct.
  • Understand creditor claim pitfalls and how to protect the estate from unnecessary liability.
  • Avoid notice and publication failures that can invalidate proceedings.
  • Learn how to handle inventory and accounting errors that draw court scrutiny.

Abbreviated Agenda

  1. Procedural and Filing Mistakes
    1. Mistake #1: Missing Deadlines or Filing Late
    2. Mistake #2: Improper or Incomplete Petitions
    3. Mistake #3: Failure to Properly Publish or Serve Notice
  2. Executor and Fiduciary Errors
    1. Mistake #4: Mismanaging or Commingling Estate Assets
    2. Mistake #5: Failing to Secure and Inventory Assets Promptly
    3. Mistake #6: Unauthorized Distributions Before Debts Are Resolved
  3. Creditor, Tax, and Closing Errors
    1. Mistake #7: Overlooking or Improperly Rejecting Creditor Claims
    2. Mistake #8: Failing to Address Estate Tax Obligations and Filing Requirements
    3. Mistake #9: Errors in Accounting, Inventories, and Court Filings
    4. Mistake #10: Mishandling Beneficiary Disputes and Failing to Close the Estate Properly

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Related Topics

Product ID 102391

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alaska CLE Reciprocity 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Colorado CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Hawaii CLE Approved 1 Total
Iowa CLE Upon Request 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Approved 1 Total
Maine CLE Approved 1 Total
Minnesota CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Montana CLE Pending 1 Total
North Carolina CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Hampshire CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
Pennsylvania CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Texas CLE Approved 1 Total
Utah CLE Approved 1 Total
Virginia CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
Wisconsin CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Upon Request 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Indiana Paralegal CLE Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
North Carolina Continuing Paralegal Education Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 1 Total
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Agenda

All times are shown in

  1. Top 10 Probate Court Mistakes, and How to Fix Them

    1. Procedural and Filing Mistakes
      1. Mistake #1: Missing Deadlines or Filing Late
      2. Mistake #2: Improper or Incomplete Petitions
      3. Mistake #3: Failure to Properly Publish or Serve Notice
    2. Executor and Fiduciary Errors
      1. Mistake #4: Mismanaging or Commingling Estate Assets
      2. Mistake #5: Failing to Secure and Inventory Assets Promptly
      3. Mistake #6: Unauthorized Distributions Before Debts Are Resolved
    3. Creditor, Tax, and Closing Errors
      1. Mistake #7: Overlooking or Improperly Rejecting Creditor Claims
      2. Mistake #8: Failing to Address Estate Tax Obligations and Filing Requirements
      3. Mistake #9: Errors in Accounting, Inventories, and Court Filings
      4. Mistake #10: Mishandling Beneficiary Disputes and Failing to Close the Estate Properly

Who Should Attend

This program is designed for attorneys. Paralegals and legal assistants who work in estate planning, trust administration, or probate practices will also benefit significantly. Estate planning and elder law practitioners, as well as general practitioners who handle probate matters on behalf of clients, will find this course especially valuable.

Speakers

Louis A Silverman
Louis A.
Silverman
Praesidium Law, PLLC
Speaker bio
Louis A Silverman

Louis A. Silverman

Praesidium Law, PLLC
Louis Silverman

is an attorney at Praesidium Law, PLLC, where he practices in the areas of estate planning, estate administration, probate law, and related matters. Mr. Silverman is board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices; and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as Judge Pro Tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is a board member emeritus of the Sonoran University of Health Sciences, past president of the Board of Directors of Tempe Leadership and past president of Tempe Community Action Agency. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona and Western District of Texas.

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