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Overview
From Initial Filing to Final Distribution
When it comes to probating estates of any size, patience isn't just a virtue - it's a requirement. No two estates are ever alike, and they all bring their own challenges. You need to master the one constant in every estate - the probate process itself. This indispensable course will get you up to speed on petitions, inventories, taxes, and more. No matter if you are new to probate practice or are an experienced practitioner in need of a refresher, you are sure to take away what you need to better perfect the probate process - register today!
- Gain critical insights to stay ahead with the most current and essential probate laws, codes, and updates.
- Master the Idaho filing process to ensure smooth probate petition submissions.
- Efficiently conduct asset inventories and ensure all necessary parties are properly informed.
- Confidently manage and prioritize debts and taxes to protect estate assets.
- Ensure fair and legally compliant distribution of estate assets in Idaho.
- Complete the probate process efficiently with final steps and best practices.
Abbreviated Agenda
- Idaho Probate: Essential Knowledge and Updates
- Filing Probate Petitions in Idaho
- Estate Inventories and Notifying Proper Parties
- Debts and Taxes: Meeting Financial Responsibilities
- Distributing Estate Assets in Idaho Probate
- The Closing Chapter: Final Probate Steps
Can't Attend Live?
Get the OnDemand Instead
Watch the recording of this event on your own schedule. We'll notify you when its ready.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Alabama CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| CPE for Accountants/NASBA |
|
7 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
Alabama CLE Approved · 6 Total Credits
Live - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 credit hours, including 0.0 ethics/professionalism credit.
Idaho CLE Pending · 6 Total Credits
Live - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Other
Credits
CPE for Accountants/NASBA Approved · 7 Total Credits
- 6 Specialized Knowledge
- 1 Taxes
Live - CPE for Accountants/NASBA - 7: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
OnDemand Video
CLE
Credits
Alabama CLE Approved · 6 Total Credits
Earn Until
OnDemand - Alabama CLE - 6: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 6.0 on-demand credit hours, including 0.0 ethics/professionalism credit.
Idaho CLE Pending · 6 Total Credits
OnDemand - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Video Download - Idaho CLE - 6: This program has been submitted for continuing legal education credit in the state of Idaho.
Select Jurisdiction
CLE
Other
Agenda
-
Idaho Probate: Essential Knowledge and Updates
- Idaho: The High Points
- Idaho Essentials
- Key Case Law You MUST Know
- Probate and Estate Legal Updates
-
Filing Probate Petitions in Idaho
- Formal vs. Informal Probate
- The Petition: Essential Info and Documents
- Filing Requirements and Procedures
- Appointing the Personal Representative
- What Happens After Petitions are Filed?
-
Estate Inventories and Notifying Proper Parties
- Asset Inventories Step-by-Step
- Notifying Heirs, Beneficiaries and Creditors
- Handling Claims Against the Estate
- Common Challenges: Common Assets, Hidden Liabilities, Etc.
- Key Forms and Templates
-
Debts and Taxes: Meeting Financial Responsibilities
- The Role of the Personal Representative
- Identifying and Prioritizing Debts
- Identifying Tax Liabilities
- Paying Debts and Taxes From the Estate
- Handling Common Issues: Creditor Disputes, Etc.
-
Distributing Estate Assets in Idaho Probate
- Distribution Process Overview
- Distribution According to the Will
- Intestate Succession and Distributions Without Wills
- Court Approval of Distributions
- Handling Disputes
-
The Closing Chapter: Final Probate Steps
- Preparing the Final Accounting
- Resolving Outstanding Issues
- Petition for Final Distribution and Discharge
- Closing the Estate
- Discharging the Personal Representative
Who Should Attend
This basic level online seminar is designed for:
- Attorneys
- Accountants
- Tax Professionals
- Trust Officers
- Executors and Other Fiduciaries
- Paralegals
Speakers
Speaker bio
Jeremy C. Younggren
is a deputy attorney general for the State of Idaho's Health & Human Services Division. His practice focuses on Medicaid, probate, trusts, and litigation. Prior to becoming deputy attorney general, Mr. Younggren worked as a staff attorney for the Honorable Jonathan Medema of the Fourth Judicial District for two years before joining Sandra L. Clapp & Associates, P.A. He also previously interned with the Idaho Conservation League and the Idaho Attorney General's Office. Mr. Younggren graduated from the University of Idaho College of Law in May 2014 and was admitted to practice in Idaho the following October. He earned his Bachelor of Arts degree from the College of Idaho, graduating with a history major, classics minor, and archaeology minor.
Speaker bio
Jedediah Bigelow
is a partner with Hopkins Roden in Idaho Falls, Idaho. His practice includes both litigation and transactional work, focusing on business law, contracts, estate planning, and real property. Before joining the firm, Mr. Bigelow served as a deputy prosecuting attorney in Canyon County, Idaho, and later as an assistant attorney general in the U.S. Territory of American Samoa. In these roles, he gained substantial courtroom and trial experience in both criminal and civil matters. Mr. Bigelow earned his J.D. degree, cum laude, from Brigham Young University's J. Rueben Clark Law School in December 2013. During law school, he served as a judicial extern for Judge N. Randy Smith of the Ninth Circuit Court of Appeals and Judge Dale A. Kimball of the United States District Court in Utah. Prior to law school, he worked in Washington, D.C., as part of Senator Crapo's legislative staff. Mr. Bigelow is admitted to the State Bar of Idaho, United States District Court for Idaho, State Bar of Wyoming, and Territorial Bar of American Samoa. He is a past president of the East Idaho Estate Planning Council and a volunteer for Court Appointed Special Advocate Program (CASA).
Speaker bio
L. Victoria Meier
is a shareholder with Jones Williams Fuhrman Gourley, P.A., where her practice is focused in the areas of business, estate planning and tax. Ms. Meier is licensed to practice law in Idaho and is a licensed certified public accountant in Idaho. She earned her B.S. degree from the University of Maryland and her J.D. degree from the University of Idaho College of Law. Ms. Meier is a member of the Idaho State Bar, the Idaho Society of Certified Public Accountants and the Boise Estate Planning Council. She is a Certified Elder Law Attorney.
Speaker bio
Peter D. Christofferson
is a shareholder of Kirton McConkie. His practice focuses primarily in the areas of real estate transactions and estate planning. Mr. Christofferson represents clients in matters related to purchasing, selling, developing, leasing, and financing real property, including residential, agricultural, commercial, and industrial properties. He also helps clients with their estate planning, routinely drafting wills, trusts, living wills, and powers of attorney. Mr. Christofferson is a past chair of the Real Property section of the Idaho State Bar and has lectured at various conferences, trade association meetings, and continuing legal education seminars on topics in real estate, finance, and estate planning. He earned his J.D. degree at Duke University School of Law and is admitted to practice in Idaho and Texas.
Speaker bio
Jennifer M. McInerney
is an attorney with McInerney Law, where she assists individuals and families with a variety of important legal matters. Her primary practice areas include Wills and Trusts, Special Needs Planning, Estate Administration, Trust Administration, Business Succession Planning/Formation, Guardianships (and alternatives), and Conservatorships. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She is a graduate and member of Leadership Birmingham (2022) and Leadership Shelby County (2012). Ms. McInerney is a proud graduate of Partners in Policymaking Alabama "PIPA" (2021). She is also a member of the Birmingham Bar, Solo/Small Firm Section of the Alabama State Bar, and the current Vice President of the Probate Section of the Birmingham Bar. Ms. McInerney is a graduate of the Birmingham Bar's Future Leaders Forum (2011). She is a member of the National Academy of Elder Law Attorneys and Special Needs Alliance. Ms. McInerney earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. She earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis. Ms. McInerney is licensed in Alabama, Utah, Oregon, and Mississippi.
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