Trusts, Estates & Probate

4.23

Beneficiary and Heir Problems in Probate

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
OnDemand
1 hours 27 minutes
Joshua Carpenter
With Joshua Carpenter from Carpenter & Associates
Recorded March 11, 2024
Product ID 98276

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Overview

Complex Assets, Conflicts, Blended Family Issues, and More

Join us for an engaging exploration of the intricate challenges you're likely to encounter in your estate administration practice. Focusing on real-life issues taken from practitioners' experience, this course equips you with the tools necessary to clarify facts, resolve disputes, and speed up the probate process. Build your troubleshooting skills - register today!

  • Explore effective techniques for determining and locating heirs.
  • Get tools for both addressing and refuting undue influence claims.
  • Weigh your legal options in reigning in uncooperative beneficiaries and consent withholding.
  • Determine rightful ownership of contested assets.
  • Facilitate the distribution process to beneficiaries residing abroad.
  • Explore how contested creditor claims complicate distributions.

Abbreviated Agenda

  1. Identifying and Locating Unknown and Missing Heirs
  2. Uncooperative and Unresponsive Beneficiaries, Withholding Consent on Proposed Distributions
  3. Undue Influence Allegations
  4. Blended Family and Adopted Children Issues
  5. Disputed Asset Ownership
  6. A Beneficiary in Bankruptcy, Inheritors' Creditor Issues
  7. "Wrongly" Disinherited and Other Estate Planning Problems
  8. Foreign Beneficiaries
  9. Creditor Disputes and Their Effect on Beneficiary Distributions

Related Topics

Product ID 98276

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 1.5 Total
Alabama CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Approved 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Ohio CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Approved 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Upon Request 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Upon Request 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Beneficiary and Heir Problems in Probate

    1. Identifying and Locating Unknown and Missing Heirs
    2. Uncooperative and Unresponsive Beneficiaries, Withholding Consent on Proposed Distributions
    3. Undue Influence Allegations
    4. Blended Family and Adopted Children Issues
    5. Disputed Asset Ownership
    6. A Beneficiary in Bankruptcy, Inheritors' Creditor Issues
    7. "Wrongly" Disinherited and Other Estate Planning Problems
    8. Foreign Beneficiaries
    9. Creditor Disputes and Their Effect on Beneficiary Distributions

Who Should Attend

This focused legal guide is designed for attorneys. Paralegals will also benefit.

Speakers

Joshua Carpenter
Joshua
Carpenter
Carpenter & Associates
Speaker bio
Joshua Carpenter

Joshua Carpenter

Carpenter & Associates
Joshua Carpenter

embarked on his professional journey as a police officer after completing a transformative two-year mission in Argentina, where he became fluent Spanish. Transitioning to roles as a domestic violence detective and an active SWAT team member, Dr. Carpenter witnessed firsthand the onset of many legal challenges. Driven by a passion for deeper understanding and the pursuit of justice, Dr. Carpenter transitioned to the legal arena. His tenure at a prestigious firm, in Washington, D.C., both during and after law school, provided invaluable insights, ultimately inspiring him to establish his own firm. Alongside his legal endeavors, Dr. Carpenter's curiosity led him to diverse fields. He served as an adjunct professor of comparative religion for six years, earned a Ph.D. in developmental psychology, and obtained an MBA. A lifelong practitioner of martial arts, Dr. Carpenter holds black belts in three styles, and his expertise extends to tactical realms as a certified SWAT/Army Sniper and a member of the Judge Advocate General Corps. Entrepreneurial by nature, Dr. Carpenter oversees six companies while steering Carpenter & Associates for over two decades. However, beyond professional success, his core aspiration remains unwavering—to empower others to reach their fullest potential and leave a positive impact on the world. A staunch advocate for education, Dr. Carpenter believes it to be the key that unlocks doors unreachable by mere hard work and persistence. Dr. Carpenter's life is dedicated to a commitment to service, education, and the relentless pursuit of excellence, striving to help other individuals become the best versions of themselves and to leave the world a better place than he found it.

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