Trusts, Estates & Probate

4.59

PROBATE: Complete Walkthrough With Checklists

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
OnDemand
6 hours
Cherish De La Cruz
Leah Foertsch
Peter Strobis
Scott Hyder
Jennifer McInerney
With Cherish De La Cruz from Manely Law Firm, P.C. + 4 others
Recorded December 28, 2023
Product ID 97758

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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, critical tasks, 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

  1. Small Estate and Other Non-Probate Options
  2. Advising Personal Representatives of Critical Tasks (Estate Timeline Checklist)
  3. Actions in Anticipation of Probate and Opening the Estate
  4. Managing the Estate Assets: Locating, Inventory, Appraisement
  5. Creditor Claims
  6. Winding Up the Estate (With a Closing Checklist)
  7. Tax Obligations
  8. Resolving Common Problems: Executors Gone Rogue, Unresponsive Heirs, etc.
  9. Legal Ethics of Probate Practice
Product ID 97758

Credit Details

Credits Available
Credit Status Total
Alaska 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
Hawaii CLE Approved 6 Total
Idaho CLE Upon Request 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Upon Request 6 Total
Pennsylvania CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Small Estate and Other Non-Probate Options

  2. Advising Personal Representatives of Critical Tasks (Estate Timeline Checklist)

  3. Actions in Anticipation of Probate and Opening the Estate

  4. Managing the Estate Assets: Locating, Inventory, Appraisement

  5. Creditor Claims

    1. Priority of Claims: Secured vs. Unsecured
    2. Sale of Assets to Pay Creditors
    3. Is the Estate Insolvent?
  6. Winding Up the Estate (With a Closing Checklist)

    1. What Must be Included in the Final Accounting
    2. Distribution Notices, Waivers, Execution
    3. Compensation and Discharge of Fiduciary
  7. Tax Obligations

    1. Tax Laws Affecting Estates and Beneficiaries
    2. Federal Tax Forms and Deadlines
    3. Filing the Tax Returns and Communicating With the IRS
    4. Post-Mortem Tax Tactics
  8. Resolving Common Problems: Executors Gone Rogue, Unresponsive Heirs, etc.

  9. Legal Ethics of Probate Practice

    1. Competency in the Context of Probate
    2. Joint Representation of Spouses
    3. Attorneys Who Act as Fiduciaries
    4. Guarding Confidentiality
    5. Attorney Fees and Engagement Agreements

Who Should Attend

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

Speakers

Cherish De La Cruz
Cherish
De La Cruz
Manely Law Firm, P.C.
Leah A Foertsch
Leah A.
Foertsch
Pannone Lopes Devereaux & O'Gara LLC
Peter S Strobis
Peter S.
Strobis
Pannone Lopes Devereaux & O'Gara LLC
Scott W Hyder
Scott W.
Hyder
Law Office of Scott W. Hyder, PLC
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Speaker bio
Cherish De La Cruz

Cherish De La Cruz

Manely Law Firm, P.C.
Cherish De La Cruz

is a Managing Attorney with The Manely Firm P.C. in the firms estate planning and probate department. She designed her practice to include both estate planning, probate and small business law because she understands how much overlap there is in these areas —especially for first- and second-generation American families. Ms. De La Cruz was initially inspired to pursue estate planning in 2013 after losing her aunt to appendix cancer. While taking care of her aunt's affairs, she realized first-hand the stress and hardship that is created when a loved one passes away and they do not have a comprehensive and customized plan. It is even more complicated when they are a small business owner. Today, this personal perspective and her extensive background in investments and life insurance, guides her firm's estate planning process. Leadership in the community is also a key value of hers. That is why Ms. De La Cruz is actively involved in several non-profit organizations; recently graduating from the Catholic Charities Atlanta Leadership Class, serving as past president of the Georgia Asian Pacific American Bar Association, founding board member of the Exit Planning Exchange Atlanta (2019-2020), Leadership Gwinnett Class of 2019, chair of Elder Law Section of the Atlanta Bar Association (2019-2020), and Mosaic Georgia. She dedicates her time to serving and educating small businesses, families, and the larger community about the estate and business planning process so that her wonderful clients can truly take charge of their life and legacy, knowing that they have done everything in their power to protect their loved ones.

Speaker bio
Leah A Foertsch

Leah A. Foertsch

Pannone Lopes Devereaux & O'Gara LLC
Leah Foertsch

is office managing partner with Pannone Lopes Devereaux & O'Gara LLC, and a member of the estate and trust planning, administration and litigation team. Her practice focuses on advising individuals and families in all areas of trust and estate planning, and probate administration. In addition, Ms. Foertsch has extensive experience in representing individuals and businesses in asset protection, wealth management, and tax strategies, and has managed multi-million dollar real estate transactions, including structuring deals and providing title insurance for both commercial and residential properties. She also works with businesses on their succession planning strategies and has advised clients regarding the best structure to meet their needs and goals. Previously, Ms. Foertsch managed the estate planning and real estate practice for the Palm Beach Gardens office of a multi-state law firm, where she also handled the representation of fiduciaries in all aspects of probate administration. She earned her J.D. degree from St. Thomas University School of Law, her Master of Laws in taxation from the University of Miami School of Law and her undergraduate degree in sociology from Washington and Jefferson College in Pennsylvania. Ms. Foertsch is licensed to practice in Florida, and is a member of The Florida Bar, Tax and Real Property, Probate and Trust sections.

Speaker bio
Peter S Strobis

Peter S. Strobis

Pannone Lopes Devereaux & O'Gara LLC
Peter Strobis

is an associate with Pannone Lopes Devereaux & O'Gara LLC, and a member of the firm's estate and trust planning, administration and litigation team. He has extensive experience advising and representing clients on a wide range of estate planning, trust administration, and probate and trust litigation matters. Mr. Strobis focuses his practice on developing comprehensive estate plans with full advanced directives, specifically tailored to fit his client's unique circumstances and goals. He also provides counsel to personal representatives, trustees and beneficiaries during administration. In addition, Mr. Strobis represents clients throughout all phases of probate and trust litigation. He earned his J.D. degree, with honors, from Florida International University College of Law and his Bachelor of Science degree, with honors, from Florida State University. Mr. Strobis is licensed to practice in Florida and is a member of the The Florida Bar's Real Property, Probate and Trust Law and Young Lawyers sections. He is also a member of the South Palm Beach County Bar Association (Solo and Small Firm Practitioner's Section).

Speaker bio
Scott W Hyder

Scott W. Hyder

Law Office of Scott W. Hyder, PLC
Scott Hyder

is a sole practitioner at the Law Office of Scott W. Hyder, PLC, where he primarily practices in the area of bankruptcy, representing both debtors and creditors, but still does a significant amount of work in real estate and commercial transactions. Mr. Hyder is a co-director of the Arizona Consumer Bankruptcy Counsel, and a member of the Arizona Bankruptcy American Inn of Court and State Bar of Arizona (Bankruptcy Section). He has been an instructor at the Arizona School of Real Estate since 2009, and has been an adjunct professor at the Arizona Summit Law School since 2012. Mr. Hyder regularly speaks at various legal education seminars and has contributed articles to a variety of publications. He earned his B.A. degree in mathematics from the University of Arizona and his J.D. degree from the Sandra Day O’Connor College of Law at Arizona State University.

Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with Parmer Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. 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, member of the Board of Directors for the Shelby Humane Society and member of the Board of Directors for 25:35. She 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. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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