Trusts, Estates & Probate

4.37

Probate Horror Stories: Nightmare PRs, Warring Beneficiaries, and Vampire Creditors

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arkansas 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
Florida CLE Approved 7 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
Mississippi 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
Rhode Island CLE Upon Request 6 Total
Tennessee 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 56 minutes
Siobhan Leger
Thad Davis
Jennifer McInerney
K. Kirk Nystrom
Terrence Benshoof
Neal Jannol
Steven Miller
With Siobhan Leger from Leger Law Group, LLC + 6 others
Recorded October 14, 2024
Product ID 99150

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Overview

Share Horror Stories and Find Solutions to the Toughest Problems

It was a dark and stormy night. While you relaxed in your favorite armchair with a fresh NBI coursebook, you heard a faint knock on your window. The pale face of your client's disinherited child appeared. "I'm on the second floor!" flitted through your mind. Your phone rang, the caller ID flashing "IRS." The call was coming from inside the house! If only you could reach the safety deposit box where containing the well-crafted testamentary documents that would banish all the ghosts! With shaking hands, you turned the key and opened it. Nothing. Empty. Walls closing in, executors wailing at the door, you run, stumble, fall and... awaken relieved, with this course in your hands. In this spooky session, our brilliant attorney faculty will give you the tools to defeat probate nightmares at Halloween and year-round. Don't be scared - get prepared! Register today!

  • Venture into the latest legal and regulatory danger zones and get tips for safely navigating them.
  • Detangle tax consequences of estate income, decedent's final return, beneficiary distributions, and more.
  • Learn how to find missing documents, wrangle difficult personal representatives, and resolve disputes.
  • Share your own ghoulish stories and ask the oracles for interpretation.

Abbreviated Agenda

  1. Jump Scares and New Disasters: Changing Laws and Recent Case Law
  2. The Mysterious Disappearing Wills, Assets, Beneficiaries, and Executors
  3. The Puzzle Box of Complex Assets
  4. The Ghost of Hidden Debts: Unveiling Financial Liabilities and Dealing With Secured Creditors
  5. International Issues
  6. The Tangled Web of Tax
  7. The Graveyard Shift of Probate Delays: The Time (and Money) Drain
  8. Blood Bath and Beyond: Beneficiary Disputes, Other Litigation
Product ID 99150

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arkansas 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
Florida CLE Approved 7 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
Mississippi 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
Rhode Island CLE Upon Request 6 Total
Tennessee 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. Jump Scares and New Disasters: Changing Laws and Recent Case Law

  2. The Mysterious Disappearing Wills, Assets, Beneficiaries, and Executors

  3. The Puzzle Box of Complex Assets

    1. Valuing Digital Assets
    2. Lost Treasures and Family Heirlooms
    3. Selling the Haunted House
  4. The Ghost of Hidden Debts: Unveiling Financial Liabilities and Dealing With Secured Creditors

  5. International Issues

  6. The Tangled Web of Tax

  7. The Graveyard Shift of Probate Delays: The Time (and Money) Drain

  8. Blood Bath and Beyond: Beneficiary Disputes, Other Litigation

Who Should Attend

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

Speakers

Siobhan Leger
Siobhan
Leger
Leger Law Group, LLC
Thad A Davis
Thad A.
Davis
Davis, Mullins & Davis, LLC
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
K. Kirk Nystrom
K. Kirk
Nystrom
Nystrom Law Office
Terrence J Benshoof
Terrence J.
Benshoof
Calabrese Associates, P.C.
Neal B Jannol
Neal B.
Jannol
Law Office of Neal B. Jannol
Steven D Miller
Steven D.
Miller
Miller Law Firm, PC
Speaker bio
Siobhan Leger

Siobhan Leger

Leger Law Group, LLC
Siobhan Leger

is the owner of Leger Law Group, LLC, where her practice focuses mainly on estate planning, special needs planning, successions, trust administration, Medicaid planning, and veteran's aid and attendance advocacy. She is a VA accredited attorney and a volunteer attorney with Wills for Heroes, an organization that provides pro bono estate planning services to veterans and first responders. Ms. Leger is also a member of various professional organizations, including the National Academy of Elder Law Attorneys; Elder Law, Disability Planning and Bioethics Group, American Bar Association; National Academy of Family Law Attorneys; and Louisiana State Bar Association. She earned her J.D. degree from the Paul M. Hebert Law Center at Louisiana State University and her B.A. degree from Louisiana State University.

Speaker bio
Thad A Davis

Thad A. Davis

Davis, Mullins & Davis, LLC
Thad Davis

is a member with Davis, Mullins & Davis, LLC in Birmingham, Alabama. He focuses his practice on trusts and estates, with an emphasis on litigation. Mr. Davis represents fiduciaries and beneficiaries in trust and estate cases and related controversies, including will contests, spousal elective share proceedings, common law spouse claims, fiduciary accounting cases, post-death disputes over prenuptial and postnuptial agreements, and intra-family business and real estate litigation. He also advises clients on the administration of estates and trusts as well as their estate planning. Mr. Davis earned his A.B. degree, cum laude, from Duke University, his J.D. degree, magna cum laude, from the University of Alabama School of Law and his LL.M. degree in taxation from the University of Florida where he was a graduate editor of the Florida Tax Review.

Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney 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, Shelby Humane Society and 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.

Speaker bio
K. Kirk Nystrom

K. Kirk Nystrom

Nystrom Law Office
K. Kirk Nystrom

is the principal of Nystrom Law Office, in Topeka, Kansas. He primarily assists clients with wills, powers of attorney, living wills, trusts, probate, and estate planning. Mr. Nystrom lectures for various professional groups. He is a member of the Kansas Bar Association (Probate Section), Topeka Bar Association (Probate Section), and Topeka Probate Bar. Mr. Nystrom earned his B.B.A. degree from Washburn University, his J.D. degree from Washburn University School of Law and his LL.M. degree from the University of Missouri at Kansas City.

Speaker bio
Terrence J Benshoof

Terrence J. Benshoof

Calabrese Associates, P.C.
Terrence Benshoof

holds a J.D. degree and a Master of Law in taxation from De Paul University. He has over 50 years of experience in a variety of family, taxation and business law areas. Mr. Benshoof is of counsel to the firm of Calabrese Associates, P.C. in Warrenville, Illinois. As a practitioner, he has focused in the family law area, on matters concerning divorce actions involving military spouses, military pay and benefit issues, retired pay division, and application of the Service Members Civil Relief Act. Mr. Benshoof has lectured on these topics to the Chicago, DuPage and Will County bar associations in Illinois, and for National Business Institute in local and national webcast seminars. He also practices in the area of general taxation, business tax planning, trusts and estates, real estate, and commercial litigation. Mr. Benshoof has published numerous articles on military issues in family law and on property taxation. A retired Lieutenant Colonel in the Army Reserve, Judge Advocate General's Corps, he served as National Judge Advocate (general counsel) for the 45,000 member Reserve Organization of America, and has served on its Board of Directors for five years. Mr. Benshoof served as Referendary General (chief judge of the Tribunal) of the Sovereign Military Order of the Temple of Jerusalem for eight years. He also serves as vice president of the Board of Directors of the Midwest Shelter for Homeless Veterans in Wheaton, Illinois.

Speaker bio
Neal B Jannol

Neal B. Jannol

Law Office of Neal B. Jannol
Neal Jannol

is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years, and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

Speaker bio
Steven D Miller

Steven D. Miller

Miller Law Firm, PC
Steven Miller

is an attorney with Miller Law Firm, PC. He is a Certified Elder Law Attorney (CELA) through the National Elder Law Foundation. Mr. Miller concentrates his practice in the areas of elder law, estate planning, asset protection, tax law, guardianships, special needs, and life care planning. He counsels families of all ages in the area of wills and trusts, and also provides in-depth knowledge of Medicare and Medicaid planning. Mr. Miller is a VA accredited attorney and advises veteran clients in the area of Veterans Administration benefits. He earned his B.A. degree from DePauw University, his Masters degree from Embry-Riddle Aeronautical University and his J.D. degree from Widener University Commonwealth School of Law. Mr. Miller is licensed to practice in Pennsylvania and Massachusetts.

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