Trusts, Estates & Probate

WA Specific

4.47

Washington Creditors Claims in Probate

Credits Available
Credit Status Total
Washington CLE Approved 3 Total
OnDemand
2 hours 58 minutes
Kendel Froese
Linda Naish
William Dutel
David Shotwell
With Kendel Froese from Froese Law PLLC + 3 others
Recorded June 15, 2023
Product ID 96596

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Overview

Paying Creditor Claims, Creating Probate Estates, Federal Estate Tax Liens, and More

Do you know what you need to ensure creditor claims are preserved and asserted? This practical course will provide you with tips and insights on helping creditors make formal and informal claims against an estate as well as assisting executors in handling creditor claims properly. Don't miss the opportunity to build your skills - register today!

  • Walk through the essential steps of handling creditor claims in probate.
  • Resolve creditor claims quickly and throughly to avoid delaying distributions and estate closing.
  • Know how to manage beneficiaries and fiduciaries.
  • Understand how to deal with insolvent estates.

Abbreviated Agenda

  1. Required Notices and Authentication Methods
  2. Barring Claims
  3. Classifying Creditors and Making Payment
  4. Sale of Property to Pay Creditors
  5. Government Liens
  6. Insolvent Estates
  7. Creditor's Ability to Create a Probate Estate

Related Topics

Product ID 96596

Credit Details

Credits Available
Credit Status Total
Washington CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Required Notices and Authentication Methods

  2. Barring Claims

    1. Improper Submission
    2. Statute of Limitations
    3. Objections on Interested Parties

  3. Classifying Creditors and Making Payment

    1. Unreasonable Delay in Payment
    2. Interest on Claims

  4. Sale of Property to Pay Creditors

  5. Government Liens

    1. Unpaid Taxes
    2. Medicaid Estate Recovery

  6. Insolvent Estates

    1. Establishing Insolvency
    2. Order of Payment
    3. Barred Claims
    4. Maximizing the Beneficiaries' Payout

  7. Creditor's Ability to Create a Probate Estate

    1. The Probate Process in Uniform Probate Code (UPC) States vs. Non-UPC State
    2. Appointing Estate Executors
    3. Administering and Closing the Estate
    4. Recording Beneficiaries and Fiduciaries
    5. Recording the Decedent's Assets and Liabilities
    6. Reviewing Essential Documents for Creating Probate Estate

Who Should Attend

This intermediate level online seminar offers attorneys key insights on how to handle creditor claims in probate law.

Speakers

Kendel Froese
Kendel
Froese
Froese Law PLLC
Linda E Naish
Linda E.
Naish
Beresford Booth PLLC
William J Dutel
William J.
Dutel
Dutel Law Firm
David B Shotwell
David B.
Shotwell
David Shotwell PLLC
Speaker bio
Kendel Froese

Kendel Froese

Froese Law PLLC
Kendel Froese

is a sole practitioner with Thrive Law PLLC in Spokane, where her practice focuses on estate planning, probate and guardianships. Ms. Froese aims to remove barriers clients face to creating an estate plan by offering flexible meeting times and locations, including evening and weekend appointments and home visits, along with payment plans. She is proud to help clients plan for the future so they can thrive in the present, knowing their families and assets are protected. Ms. Froese earned her undergraduate degree from Whitworth University and her J.D. degree from the University of Washington.

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Speaker bio
Linda E Naish

Linda E. Naish

Beresford Booth PLLC
Linda Naish

is an attorney with the law firm of Beresford Booth PLLC in Edmonds. Ms. Naish is an estate planning, probate and guardianship lawyer with over 20 years of experience in the legal industry. Her practice focuses on estates and trusts of all sizes and complexities. Ms. Naish prepares estate planning documents for a broad range of clients, including wills, durable powers of attorney, health care directives and trusts. She earned her B.S. degree from Western Washington University and her J.D. degree from Nova Southeastern University. Ms. Naish is a member of the Washington State Bar Association and the King County Bar Association.

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Speaker bio
William J Dutel

William J. Dutel

Dutel Law Firm
William Dutel

is the owner and managing attorney of Dutel Law Firm. He focuses his practice in wills, trusts and estates, and successions, as well as will, succession and trust litigation. Mr. Dutel also represents businesses and their owners, and handles business litigation. He lectures to various groups on estate planning, wills, successions and trusts, and related litigation. Mr. Dutel is a member of the 22nd Judicial District Court Bar Association, 22nd Judicial District Inns of Court, Louisiana State Bar Association, Kentucky State Bar Association and the American Bar Association. He is admitted to practice in Louisiana and Kentucky. Mr. Dutel earned his B.S. degree in accounting from the University of New Orleans and his J.D. degree from Tulane University School of Law.

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Speaker bio
David B Shotwell

David B. Shotwell

David Shotwell PLLC
David Shotwell

is a solo practitioner in Spokane, Washington. He practices in the areas of elder law, asset protection, estate and personal care planning, probate, guardianships and Medicaid. Mr. Shotwell has more than ten years of experience, and offers home visits to his clients. He is a member of the Elder Law Section of the Washington State Bar Association. Mr. Shotwell is a frequent speaker at elder law events and senior center seminars. He speaks at CLE events for attorneys, educating other lawyers on best practices for estate planners throughout the state of Washington.

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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 14 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.

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