Trusts, Estates & Probate

4.5

Probate Tactics for Small Estates

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
OnDemand
3 hours
Trevor Funseth
Renee Staudinger
With Trevor P. Funseth from Montana Estate Lawyers, P.C. + 1 other
Recorded September 23, 2024.
Product ID 99017

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Overview

Prevent and Remove Roadblocks to Smooth Estate Administration

A small estate administration seems like a quick and simple procedure, but the trick is in the underwater stones: undiscovered property, difficult secured creditors, failing executors. Get step-by-step instruction through the critical steps of small estate administration with practical advice on preventing and resolving problems along the way. Learn how to handle more cases quickly and effectively - Register today!

  • Get a refresher on small estate procedures and tactics.
  • Tackle common issues in gathering, valuing, and maintaining real property.
  • Pick up tips for validating, prioritizing, and satisfying creditor claims.
  • Learn how to tackle creditor issues.
  • Discuss ways to make small estate cases more cost-effective.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Practical Considerations for Small Estates
  2. Common Challenges of Small Estate Probate
  3. Tackling Creditor Issues
  4. When (and How) to Petition the Court for Opinion on Specific Issues
  5. Ways to Streamline Processes to Make Small Estate Cases More Cost-Effective

Related Topics

Product ID 99017

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Practical Considerations for Small Estates

    1. What Constitutes a Small Estate?
    2. Why and When is Probate Needed? Can You Avoid Probate for One Piece of Property?
    3. Testate vs. Intestate Estates
    4. Researching Public Record Databases
    5. Securing Property, Asset Recovery

  2. Common Challenges of Small Estate Probate

    1. Lack of Formalities, Shoddy Estate Planning Documents
    2. Non-Professional (Relative) Executors
    3. Insolvency Issues

  3. Tackling Creditor Issues

  4. When (and How) to Petition the Court for Opinion on Specific Issues

  5. Ways to Streamline Processes to Make Small Estate Cases More Cost-Effective

Who Should Attend

This legal guide is designed for attorneys. Accountants, trust and estate professionals, and paralegals may also benefit.

Speakers

Trevor P Funseth
Trevor P.
Funseth
Montana Estate Lawyers, P.C.
Renee Staudinger
Renee
Staudinger
Bauer Gravel Farnham LLP
Speaker bio
Trevor P Funseth

Trevor P. Funseth

Montana Estate Lawyers, P.C.
Trevor Funseth

is an attorney at Montana Estate Lawyers, P.C. He earned his B.S. degree in economics from MSU in Bozeman and his J.D. degree from UM Law School in Missoula. Mr. Funseth is admitted to practice law in Montana.

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Speaker bio
Renee Staudinger

Renee Staudinger

Bauer Gravel Farnham LLP
Renee Staudinger

is an attorney at Bauer Gravel Farnham LLP, where she concentrates in bankruptcy, landlord/tenant law, collections, estates, and property disputes. Her landlord/tenant clients are primarily landlords who require assistance with a broad spectrum of issues, including statutory and regulatory compliance, drafting of notices, tenant negotiations, litigation of eviction actions, and collection of judgments. Ms. Staudinger also assists tenants in issues such as security deposit return negotiation, lease review, and parties' compliance with statutes and regulations. She earned her B.A. degree, magna cum laude, from Keene State College; and her J.D. degree from the Vermont Law School. Ms. Staudinger was admitted to the Vermont bar in June 2013.

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