Trusts, Estates & Probate

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Estate Mismanagement in Probate: Common Mistakes and Shady Tactics

Credits Available
Credit Status 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 Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana 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
North Dakota 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
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 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 Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
CPE for Accountants/NASBA Approved 1 Total
Live Online
1 hour
Stephanie Graham
With Stephanie P. Graham from Graham Estate Planning

Thu, Oct 01, 00:00 AM – 00:00 PM

Product ID 102601

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Course Includes
$199

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Overview

Spot the Red Flags Before It's Too Late

Probate is already complicated, but when an executor mismanages an estate the fallout can be devastating: drained assets, family conflict, and malpractice exposure for attorneys who didn't catch it in time. This course cuts through the complexity and gives you a practical look at the most common executor mistakes and deliberate misconduct attorneys encounter in probate practice. You'll leave with sharper eyes for red flags, a clearer understanding of legal remedies, and the tools to protect your clients before small problems become big ones. Register today!

  • Recognize the warning signs of executor negligence and fraud before assets disappear.
  • Apply best practices for estate accounting to catch and document mismanagement.
  • Navigate the legal remedies available when an executor breaches fiduciary duty.

Abbreviated Agenda

  1. Improper Asset Valuation and Inventory Omissions
  2. Unpaid - and Overpaid - Creditors
  3. Unauthorized or Premature Distributions
  4. Failure to Protect, Insure, or Liquidate Assets
  5. Commingling Estate and Personal Funds
  6. Shady Tactics and Red Flags in Accountings You Should Never Ignore
  7. Emergency Motions, Injunctions, and Other Immediate Remedies
  8. Surcharge Claims and Removing a Bad Executor

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.

Related Topics

Product ID 102601

Credit Details

Credits Available
Credit Status 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 Approved 1 Total
Idaho CLE Pending 1 Total
Illinois CLE Approved 1 Total
Indiana CLE Approved 1 Total
Kansas CLE Upon Request 1 Total
Louisiana 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
North Dakota 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
Oregon CLE Upon Request 1 Total
Pennsylvania CLE Approved 1 Total
Rhode Island CLE Upon Request 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 Approved 1 Total
Arizona CPE for Accountants Approved 1 Total
New York CPE for Accountants Approved 1 Total
Washington CPE for Accountants Approved 1 Total
Wisconsin CPE for Accountants Approved 1.2 Total
CPE for Accountants/NASBA Approved 1 Total
Select Jurisdiction
CLE
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Agenda

All times are shown in

  1. Estate Mismanagement in Probate: Common Mistakes and Shady Tactics

    1. Improper Asset Valuation and Inventory Omissions
    2. Unpaid - and Overpaid - Creditors
    3. Unauthorized or Premature Distributions
    4. Failure to Protect, Insure, or Liquidate Assets
    5. Commingling Estate and Personal Funds
    6. Shady Tactics and Red Flags in Accountings You Should Never Ignore
    7. Emergency Motions, Injunctions, and Other Immediate Remedies
    8. Surcharge Claims and Removing a Bad Executor

Who Should Attend

This program is designed for attorneys. Estate planning and probate attorneys, litigators handling contested estates, and general practitioners advising clients on inheritance matters will find this program especially valuable. Accountants and paralegals supporting probate or estate litigation practices may also benefit.

Speakers

Stephanie P Graham
Stephanie P.
Graham
Graham Estate Planning
Speaker bio
Stephanie P Graham

Stephanie P. Graham

Graham Estate Planning
Stephanie Graham

worked her way through college while working in a bank, where she observed multiple elderly women lose their funds by appointing the wrong person as power of attorney. After graduating college and succeeding as far as possible in the bank, Ms. Graham attended law school and passed the bar immediately in New Jersey (1997) and New York (1998). Later she established her first probate estate in New York, when a dear friend traveled to North Carolina to visit her family and died of a sickle cell episode in a North Carolina hospital who said the friend was going to die young anyway. Ms. Graham associated with a North Carolina medical malpractice firm that fought for a $500,000 judgment for her friend's family and their eight year old daughter. She has been licensed to practice in New York and New Jersey for over 25 years, and Georgia since 2004 before relocating to Atlanta in 2005. After more than 20 years litigating in both the private and public sector and losing her maternal grandmother after a brief illness, Graham Estate Planning was born. Ms. Graham is a board member with the North Fulton Bar Association, Atlanta Bar Association LRIS Board of Trustees and ProWin Atlanta. She is a member of Leadership Sandy Springs, Class of 2016 and Georgia's National Speaker Association among several other associations. Ms. Graham has been recognized in the Top 100 National Black Lawyers three years in a row, and her firm was recognized as Best of Georgia Probate Firm in 2022 and 2023, and Top 10 Best of Sandy Springs Probate Firms in 2023. She was appointed county administrator for Fulton County Probate Court from 2021 through March 2024, when she resigned to take on more speaking engagements and to scale her practice to better serve her clients.

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