Trusts, Estates & Probate

4.5

The Complete Probate Walkthrough

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 Approved 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Utah 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
OnDemand
5 hours 48 minutes
Robert Malin
Alexander Fasching
C. Murray Saylor
Frank Steiner
Julie Eisenhower
Gregory Cotton
With Robert Malin from Pinnacle Financial Partners + 5 others
Recorded July 26, 2024
Product ID 98033

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$429

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Overview

Step-by-Step Overview and Instruction

A myriad details have to fall into place to ensure the administration of the estate goes off without a hitch. This course is designed to simplify the task of keeping the process on track. From choosing the right procedure, to capturing and distributing every asset, to proper tax reporting and effective communication with all the parties involved, our experienced faculty will guide you through the process with practical tips and useful tools and resources. Register today!

  • Map out the entire probate process and its key tasks, from start to finish.
  • Issue beneficiary notices, get consent, and prevent conflict with effective communication advice from the pros.
  • Get an update on the changing tax laws and their effect on probate.
  • Make sure all your practices are above board with a tailored legal ethics guide.
  • Learn what it takes to balance the final accounting and close the estate.

Abbreviated Agenda

  1. Probate Overview
  2. Executor Duties Outlined and Major Timeline Established
  3. Letters of Authority, Initial Petition, and Notices
  4. Communicating With Beneficiaries and Authenticating the Will
  5. ASSETS: Valuation, Inventory, Management, Sale, Creditor Claims
  6. The Changing Tax Landscape and Its Effect on Probate Practice
  7. Avoiding Common Probate Mistakes and Disputes
  8. Completing the Final Accounting and Closing the Estate
  9. Tax Reporting: Forms, Deadlines, IRS Communications
  10. Applying Legal Ethics Canons in Probate
Product ID 98033

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 Approved 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Utah 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
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Probate Overview

    1. Key Terms and Parties
    2. Forms of Administration
    3. Inheritance Laws
  2. Executor Duties Outlined and Major Timeline Established

  3. Letters of Authority, Initial Petition, and Notices

  4. Communicating With Beneficiaries and Authenticating the Will

  5. ASSETS: Valuation, Inventory, Management, Sale, Creditor Claims

  6. The Changing Tax Landscape and Its Effect on Probate Practice

  7. Avoiding Common Probate Mistakes and Disputes

  8. Completing the Final Accounting and Closing the Estate

  9. Tax Reporting: Forms, Deadlines, IRS Communications

  10. Applying Legal Ethics Canons in Probate

    1. Who is Your Client? Representing Fiduciaries vs. Beneficiaries
    2. Attorney Fees, Engagement Agreements, Client Trust Accounts
    3. Conflicts of Interest
    4. Guarding Confidentiality
    5. Client Capacity Issues
    6. Data Security

Who Should Attend

This program is designed for attorneys. Accountants, trust administrators, estate planners, and paralegals may also benefit.

Speakers

Robert Malin
Robert
Malin
Pinnacle Financial Partners
Alexander S Fasching
Alexander S.
Fasching
CookTillman Law
C. Murray Saylor
C. Murray
Saylor
The Saylor Law Firm LLP
Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
Julie D Eisenhower
Julie D.
Eisenhower
Patel & Eisenhower, PLLC
Gregory D Cotton
Gregory D.
Cotton
Law Offices of Gregory D. Cotton
Speaker bio
Robert Malin

Robert Malin

Pinnacle Financial Partners
Robert Malin

is with Pinnacle Financial Partners, where he focuses on probate and estate planning. He earned his B.A. degree from Maryville College and his J.D. degree, magna cum laude, from the University of Memphis. Mr. Malin is a member of the Tennessee bar association. He is a frequent lecturer on trust laws and probate and estate planning. He is a candidate for his LL.M. in Tax from the University of Florida.

Speaker bio
Alexander S Fasching

Alexander S. Fasching

CookTillman Law
Alexander Fasching

is a partner with CookTillman Law, where he is the head of the Probate Department at his firm and he focuses his practice on probate and trust administration, probate litigation, and estate planning. He earned his B.A. degree from the University of Minnesota, Minneapolis, and his J.D. degree from William Mitchell College of Law in St. Paul, Minnesota. Mr. Fasching is licensed to practice law in Tennessee and U.S. Federal courts, and is a member of the Nashville Bar Association.

Speaker bio
C. Murray Saylor

C. Murray Saylor

The Saylor Law Firm LLP
C. Murray Saylor

is a partner at The Saylor Law Firm LLP. His practice areas include estate planning, wills and trusts, probate and estate administration, tax planning, tax return preparation and IRS representation, business planning and business law and incapacity planning, antenuptial/prenuptial agreements, postnuptial adjustments, business estate planning, corporate law, buying and selling of businesses, employee compensation, employee benefits, executive compensation, and transfer tax. Mr. Saylor is a CPA, has obtained the AICPA accreditation of personal financial specialist and is an accredited estate planner, National Association of Estate Planners and Councils. He is a member of the American Association of Attorney-CPAs; Atlanta Tax Forum, director; Atlanta Estate Planning Council; Atlanta Bar Association, section chair 2013-2015, Board of Directors 2009-2015, member, Estate Planning and Probate Section; State Bar of Georgia, member Fiduciary Law Section; and American Bar Association, member Probate and Real Property and Tax sections. He is licensed in both Georgia and Pennsylvania. Mr. Saylor earned his B.S. and M.S. degrees at the Wharton School, University of Pennsylvania, and his J.D. degree at the Temple University.

Speaker bio
Frank J Steiner

Frank J. Steiner

Frank Steiner Law, PC
Frank Steiner

is an attorney at law with Frank Steiner Law, PC in Nashville, Tennessee, where he practices in the areas of probate, probate litigation, wills and estates, employment law, corporate and business law. He earned his B.A. degree from the University of Kentucky and his M.S. degree from the University of Memphis. In addition to his J.D. degree from South Texas College of Law, Mr. Steiner has a Ph.D. degree from Indiana University. He is admitted to practice in Tennessee courts, Federal Middle District of Tennessee, Federal Eastern District of Tennessee and the U.S. Court of Appeals for Sixth Circuit.

Speaker bio
Julie D Eisenhower

Julie D. Eisenhower

Patel & Eisenhower, PLLC
Julie Eisenhower

is a partner with TriAmicus Law, PLLC in Knoxville, Tennessee. She practices primarily in the areas of estate planning, trust administration, probate, conservatorships, elder law, family law, appellate law and civil litigation, and serves as an administrator ad litem and fiduciary for many estates. Ms. Eisenhower is a frequent speaker on estate planning, probate and tax related issues. She is a Master Certified Estate Planner® through the National Institute of Certified Estate Planners. Ms. Eisenhower earned her A.A. degree in history, summa cum laude, from Pellissippi State Technical Community College and her B.A. degree in history, summa cum laude, from the University of Tennessee. She earned her J.D. degree from the University of Tennessee College of Law. Ms. Eisenhower is currently a candidate for an LL.M. in elder law and estate planning through the Western New England University School of Law.

Speaker bio
Gregory D Cotton

Gregory D. Cotton

Law Offices of Gregory D. Cotton
Gregory Cotton

is a sole practitioner with the Law Offices of Gregory D. Cotton, where his practice is concentrated in the areas of probate, corporate, personal injury, products liability, domestic relations and criminal law. Mr. Cotton is a member of the Birmingham, Memphis-Shelby County, and Tennessee bar associations; and the Alabama State Bar. He earned his B.A. degree from the University of Alabama and his J.D. degree from the Cumberland School of Law of Samford University.

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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.
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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.
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