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Overview
Navigate the Key Tasks and Tools of Estate Administration
Get a head start on any probate case with a full overview of the process; useful forms, documents, and sample language; and practical guidance from experienced professionals. Whether you've been handling estates for years or are looking for an introduction, this course will arm you with the knowledge you need to take a case from start to finish. Learn what to do at each step of probate and how to do it properly - register today!
- Discuss actions that must be taken in anticipation of probate.
- Review various forms of administration and determine whether an estate qualifies for the simplified procedures.
- Avoid mistakes in handling creditor and family claims.
- Walk through the necessary tax forms and deadlines and explore post-mortem tax tactics.
- Learn what must (and should) be included in the final accounting.
- Prevent disputes with clear communications regarding distributions.
Abbreviated Agenda
- Actions in Anticipation of Probate (With Checklist)
- Methods of Probate
- Administration of the Estate (With a Sample Inventory)
- Creditor and Family Claims
- Tax Obligations
- Winding Up the Estate
- Legal Ethics
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Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California MCLE Paralegal |
|
6 Total |
| Alaska CLE |
|
6 Total |
| Alabama CLE |
|
6 Total |
| Arkansas CLE |
|
6 Total |
| Arizona CLE |
|
6 Total |
| California CLE |
|
6 Total |
| Colorado CLE |
|
7 Total |
| Connecticut CLE |
|
6 Total |
| Delaware CLE |
|
6 Total |
| Florida CLE |
|
7 Total |
| Georgia CLE |
|
6 Total |
| Hawaii CLE |
|
6 Total |
| Iowa CLE |
|
6 Total |
| Idaho CLE |
|
6 Total |
| Illinois CLE |
|
6 Total |
| Indiana CLE |
|
6 Total |
| Kansas CLE |
|
7 Total |
| Maine CLE |
|
6 Total |
| Minnesota CLE |
|
6 Total |
| Missouri CLE |
|
7.2 Total |
| Northern Mariana Islands CLE |
|
6 Total |
| Nebraska CLE |
|
6 Total |
| New Hampshire CLE |
|
6 Total |
| New Jersey CLE |
|
7.2 Total |
| New Mexico CLE |
|
6 Total |
| Nevada CLE |
|
6 Total |
| New York CLE |
|
7 Total |
| Ohio CLE |
|
6 Total |
| Oklahoma CLE |
|
7 Total |
| Pennsylvania CLE |
|
6 Total |
| South Carolina CLE |
|
6 Total |
| Tennessee CLE |
|
6 Total |
| Texas CLE |
|
6 Total |
| Vermont CLE |
|
6 Total |
| Washington CLE |
|
6 Total |
| Wisconsin CLE |
|
7 Total |
| West Virginia CLE |
|
7.2 Total |
| Wyoming CLE |
|
6 Total |
| New Mexico Paralegal Division, State Bar of |
|
6 Total |
| Ohio Certified Paralegals |
|
6 Total |
| Texas State Bar of Paralegal Division |
|
6 Total |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Actions in Anticipation of Probate (With Checklist)
-
Methods of Probate
-
Administration of the Estate (With a Sample Inventory)
- Powers and Duties of the Executor
- Initial Filing Forms and Requirements
- Estate Inventory
- Management of Estate Assets
-
Creditor and Family Claims
- Beneficiary and Creditor Notices (With Samples)
- Priority of Claims
- Denying a Claim
- Sale of Assets to Pay Creditors
- Claims of Surviving Spouses and Children
-
Tax Obligations
- Tax Forms and Deadlines
- Filing the Tax Returns and Communicating With the IRS
- Post-Mortem Tax Tactics
-
Winding Up the Estate
- Final Accounting (With an Example)
- Distributions (Notices, Consents/Waivers, Execution)
- Compensation and Discharge of Fiduciary
-
Legal Ethics
- Competency in the Context of Probate
- Joint Representation of Spouses
- Attorneys Who Act as Fiduciaries
- Guarding Confidentiality
- Attorney Fees and Engagement Agreements
Who Should Attend
This legal guide is designed for attorneys. Fiduciaries and paralegals will also benefit.
Speakers
Speaker bio
Elizabeth M. Fink
is a partner at WhiteheadFink Elder Law, LLC in Chicago, Illinois, where she practices in the areas of Medicaid planning, estate planning, estate and trust administration, guardianship, and elder law. She represents clients throughout the Chicago metropolitan area. Ms. Fink earned her B.A. degree from Denison University and her J.D. degree from University of Illinois Chicago School of Law, formerly the John Marshall Law School. She currently serves on the board of Find Your Anchor, a not-for-profit organization aimed at suicide prevention, awareness and education. Ms. Fink is a member of the National Academy of Elder Law Attorney, the Women's Bar Association of Illinois, Illinois State Bar Association, and Chicago Bar Association (Elder Law Committee and Probate Practice Committee). She has been selected to the Illinois Super Lawyers list for 2020-2026.
Speaker bio
Don D. Ford, III
is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He is Ad Litem, Probate Court in Texas. Mr. Ford lectures to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, he was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, Mr. Ford served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. He has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. Mr. Ford is a Certified Mediator, Straus Institute of Dispute Resolution, Pepperdine University School of Law (Mediation Certification Program). He earned his J.D. and B.B.A. in Accounting from Baylor University, and completed several post-graduate courses in pursuit of a Masters in Taxation. Mr. Ford is a member of the Judicial Branch Certification Commission, Commissioner, 2014 to Present, Real Estate, Probate & Trust Law Section, Member, 1999 to Present, Texas Guardianship Association, Oddities and Challenges in Texas Probate, Faculty and Planning Committee, Houston Attorneys in Tax and Probate, Disability and Elder Law Attorneys' Association, American Bar Association, American Bar Association, Real Property, Probate, and Trust Law Section, Houston Bar Association, Houston Bar Association (Law Practice Management Section), Houston Young Lawyers' Association, State Bar of Texas, Crystal Shores East Homeowners' Association (Board of Directors), The Joshua Foundation, Board Member, Dallas Bar Association and the Dallas Bar Association (Probate Section). He is admitted to practice in Texas.
Speaker bio
Julia Pullin
is a senior associate attorney with the Rosenblatt Law Firm in San Antonio. She practices in the areas of estate planning, probate, and elder Law. Ms. Pullin earned her B.A. degree from St. Mary's University and her J.D. degree from Baylor University School of Law.
Speaker bio
Julie D. Eisenhower
is an owner and managing partner with Patel & Eisenhower, PLLC in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law, civil litigation and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. She earned an A.A. degree, summa cum laude, in history from Pellissippi State Technical Community College and her B.A. degree, summa cum laude, in history from the University of Tennessee. Ms. Eisenhower earned her J.D. degree from the University of Tennessee College of Law. She is currently a candidate for an LL.M. degree in elder law and estate planning through the Western New England University School of Law.
Speaker bio
Daniel J. Jurkovic
is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ), as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System. He previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College and his J.D. degree and a certificate in health law policy from Pace University School of Law.
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