Trusts, Estates & Probate

Live Online

Real Property and Probate Fundamentals

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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
Rhode Island CLE Approved 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Live Online
6 hours
Deb Bess Morneau
Krista Robertson
Sam Thomas
Louis Silverman
Dirk Moore
With Deb Bess Morneau from Courteous Law, PC + 4 others

Mon, Nov 23, 00:00 AM – 00:00 PM

Product ID 102658

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Real property doesn't stop at death. Know what happens next.

When a property owner dies, real estate and probate law collide - and the attorney who is fluent in both has the advantage. This foundational, six-hour course walks you through the full life of real property as it moves through lifetime planning, estate administration, and final transfer of title, along with the tax, creditor, and ethics issues that ride along. Because these rules vary from state to state, you'll learn the frameworks that hold nationwide and exactly where to stop and check your own jurisdiction. You'll come away able to handle real property at every stage with confidence. Register today!

  • Discover how title actually vests at death and how to use TODDs, trusts, and LLCs to position property in advance.
  • Clarify when the executor can sell, when court permission or beneficiary consent is required, and how to move estate property through a clean sale.
  • Identify and prioritize claims against estate property and resolve insolvency and insurance issues.
  • Capture the step-up in basis, recognize the estate and income tax triggers that catch generalists off guard, and report real property transfers without surprises.
  • Recognize and respond to the will contests, partition actions, and title and possession fights that can cloud title and stall a transaction.
  • Take an estate across the finish line and deliver a clean, marketable title into your beneficiaries' hands.

Abbreviated Agenda

  1. Lifetime Property Planning and Transfers
  2. Sale and Transfer of Real Property in Estate Administration
  3. Closing the Estate and Transferring Title
  4. Liens, Creditor Claims, Encumbrances, Insolvency, and Insurance Issues
  5. Tax Planning and Reporting of Real Property Transfers in Probate
  6. Contested Probates and Real Property Disputes
  7. Legal Ethics

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 102658

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 7.2 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Pending 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
Rhode Island CLE Approved 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 7 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Lifetime Property Planning and Transfers

    1. How Real Property Passes at Death: Probate vs. Non-Probate, UPC vs. Non-UPC States
    2. Forms of Real Property Ownership
    3. Simple Non-Probate Transfer Mechanisms (TODDs, Beneficiary Deeds)
    4. Transfer to Trusts: Pros/Cons, Revocability, Title Transfer Steps and Docs
    5. Why and How to Transfer Property to an LLC
    6. Effect of Transferring Encumbered Property: Due-on-Sale Clauses and Insurance Continuity

  2. Sale and Transfer of Real Property in Estate Administration

    1. Inventory and Appraisal
    2. PR Power of Sale Under the Will vs. Statutory Defaults
    3. When Court Permission or Beneficiary Consent is Strictly Required to Sell or Encumber Estate Property
    4. Selling Estate Real Property to Third Parties: Step-by-Step
    5. Out-of-State Property Issues

  3. Closing the Estate and Transferring Title

  4. Liens, Creditor Claims, Encumbrances, Insolvency, and Insurance Issues

  5. Tax Planning and Reporting of Real Property Transfers in Probate

    1. Step-Up in Basis
    2. Federal and State Estate Taxes
    3. Income Tax Issues for the Estate

  6. Contested Probates and Real Property Disputes

    1. Will Contests Affecting Real Estate
    2. Partition Actions
    3. Title and Possession Disputes

  7. Legal Ethics

    1. Clearly Defining Who Your Client Is (PR vs. Estate vs. Beneficiaries)
    2. Multiple Representation
    3. Clients With Diminished Capacity

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, estate representatives, and paralegals will also benefit.

Speakers

Deb Bess Morneau
Deb Bess
Morneau
Courteous Law, PC
Krista N Robertson
Krista N.
Robertson
Chisholm Law Group, LLC
Sam Thomas III
Sam
Thomas, III
Sam Thomas III Esquire & Associates
Louis A Silverman
Louis A.
Silverman
Praesidium Law, PLLC
Dirk R Moore
Dirk R.
Moore
FBFK Law
Speaker bio
Deb Bess Morneau

Deb Bess Morneau

Courteous Law, PC
Deb Bess Morneau

is a solo practitioner at Courteous Law, PC in Henniker, New Hampshire. She focuses her practice in estate and business planning and has assisted clients with a variety of legal matters. Ms. Morneau was admitted to the New Hampshire Bar in 2002. She earned her undergraduate degree from Texas A & M University and her Juris Doctorate from Franklin Pierce Law Center. Ms. Morneau is a member of the New Hampshire Bar Association, American Bar Association, and is a member of the following sections, groups and committees: ABA Section of Real Property, Trusts and Estates, ABA Law Practice Division, ABA Solo and Small Firm Division, ABA Elder Law and Special Needs Planning Group, ABA Trust and Estates Practice Group, ABA General Practice Division and the New Hampshire Bar Trust and Estates sections.

View full profile
Speaker bio
Krista N Robertson

Krista N. Robertson

Chisholm Law Group, LLC
Krista Robertson

is an attorney with Chisholm Law Group, LLC, where she focuses her practice in estate planning, probate, and estate and trust administration, primarily in the District of Columbia, Maryland, and New York. Ms. Robertson is a member of the Maryland State Bar Association, the New York State Bar Association, and the District of Columbia Bar where she serves on the Steering Committee of the Estates, Trusts, and Probate Law Community. She earned a B.A. from Georgetown University, a J.D. from The University of New Mexico School of Law, and an LL.M. from University of New Hampshire Franklin Pierce School of Law.

View full profile
Speaker bio
Sam Thomas III

Sam Thomas, III

Sam Thomas III Esquire & Associates
Sam Thomas

is an attorney with Sam Thomas III Esquire & Associates. He has practiced for 28 years in the areas of probate, foreclosure prevention, tax resolution, and debt relief. Currently, Mr. Thomas's practice focuses on estate planning. He earned his B.A. degree from Cleveland State University, his M.S. degree from Indiana University and his J.D. degree from Cleveland Marshall College of Law.

View full profile
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, estate tax issues 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.

View full profile
Speaker bio
Dirk R Moore

Dirk R. Moore

FBFK Law
Dirk Moore

is a shareholder at FBFK Law. He is board-certified in estate planning and probate by the Texas Board of Legal Specialization, with a practice focused on representing private business owners, high net-worth individuals, charities, and corporate fiduciaries in a wide range of tax and estate planning matters, with an emphasis on asset protection, business succession planning, estate planning, and family wealth transfer. Mr. Moore has represented a wide array of business owners during his 25+ year career. He has represented developers and owners of commercial and mixed-use real estate projects, including apartments, commercial and residential condominiums, retail shopping centers, medical facilities, and developers of master-planned communities with residential and commercial lots. He has also represented commercial and residential construction companies, oilfield service and product providers, steel and manufacturing companies, and varied service industry-related business owners. Mr. Moore's experience includes counseling his business clients on a wide range of strategic transactional matters, including formation and taxation of corporations, limited partnerships, limited liability companies, and joint ventures, as well as experience in handling stock and asset purchases and negotiation of business contracts and agreements for ongoing business entities. He earned his B.A. degree from University of Houston and his J.D. degree from The University of Texas at Austin.

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