MT Specific

Trusts, Estates & Probate

4.64

Montana Probate Perfection: Mastering the Process

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
OnDemand
5 hours 57 minutes
Olivia Krebs
Makenzi Mansfield
Kelly O
Danielle Shyne
With Olivia L. Krebs from Kubik Bogner Ridl & Selinger, PLLP + 3 others
Recorded March 28, 2025
Product ID 99845

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Overview

From Initial Filing to Final Distribution

When it comes to probating estates of any size, patience isn't just a virtue - it's a requirement. No two estates are ever alike, and they all bring their own challenges. You need to master the one constant in every estate - the probate process itself. This indispensable course will get you up to speed on petitions, inventories, taxes, and more. No matter if you are new to probate practice or are an experienced practitioner in need of a refresher, you are sure to take away what you need to better perfect the probate process - register today!

  • Gain critical insights to stay ahead with the most current and essential probate laws, codes, and updates.
  • Master the Montana filing process to ensure smooth probate petition submissions.
  • Efficiently conduct asset inventories and ensure all necessary parties are properly informed.
  • Confidently manage and prioritize debts and taxes to protect estate assets.
  • Ensure fair and legally compliant distribution of estate assets in Montana.
  • Complete the probate process efficiently with final steps and best practices.

Abbreviated Agenda

  1. Montana Probate: Essential Knowledge and Updates
  2. Filing Probate Petitions in Montana
  3. Estate Inventories and Notifying Proper Parties
  4. Debts and Taxes: Meeting Financial Responsibilities
  5. Distributing Estate Assets in Montana Probate
  6. The Closing Chapter: Final Probate Steps

Related Topics

Product ID 99845

Credit Details

Credits Available
Credit Status Total
Montana CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Montana Probate: Essential Knowledge and Updates

    1. Montana Uniform Probate Code: The High Points
    2. Montana Uniform Trust Code Essentials
    3. Key Case Law You MUST Know
    4. Probate and Estate Legal Updates

  2. Filing Probate Petitions in Montana

    1. Formal vs. Informal Probate
    2. The Petition: Essential Info and Documents
    3. Filing Requirements and Procedures
    4. Appointing the Personal Representative
    5. What Happens After Petitions are Filed?

  3. Estate Inventories and Notifying Proper Parties

    1. Asset Inventories Step-by-Step
    2. Notifying Heirs, Beneficiaries and Creditors
    3. Handling Claims Against the Estate
    4. Common Challenges: Common Assets, Hidden Liabilities, Etc.
    5. Key Forms and Templates

  4. Debts and Taxes: Meeting Financial Responsibilities

    1. The Role of the Personal Representative
    2. Identifying and Prioritizing Debts
    3. Identifying Tax Liabilities
    4. Paying Debts and Taxes From the Estate
    5. Handling Common Issues: Creditor Disputes, Etc.

  5. Distributing Estate Assets in Montana Probate

    1. Distribution Process Overview
    2. Distribution According to the Will
    3. Intestate Succession and Distributions Without Wills
    4. Court Approval of Distributions
    5. Handling Disputes

  6. The Closing Chapter: Final Probate Steps

    1. Preparing the Final Accounting
    2. Resolving Outstanding Issues
    3. Petition for Final Distribution and Discharge
    4. Closing the Estate
    5. Discharging the Personal Representative

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants
  • Tax Professionals
  • Trust Officers
  • Executors and Other Fiduciaries
  • Paralegals

Speakers

Olivia L Krebs
Olivia L.
Krebs
Kubik Bogner Ridl & Selinger, PLLP
Makenzi Mansfield
Makenzi
Mansfield
Montana Elder Law, Inc.
Kelly R O'Brien
Kelly R.
O'Brien
Measure Law, P.C.
Danielle Shyne
Danielle
Shyne
Shyne Law Group
Speaker bio
Olivia L Krebs

Olivia L. Krebs

Kubik Bogner Ridl & Selinger, PLLP
Olivia Krebs

is an attorney with Kubik Bogner Ridl & Selinger, PLLP, where she focuses her practice in estate planning and probate, real estate law, business formation and commercial law. Ms. Krebs earned her B.S. degree from the South Dakota State University and her J.D. degree from Creighton University School of Law. She is admitted to practice in North Dakota, Montana and South Dakota. Ms. Krebs is a member of the State Bar Association of North Dakota, State Bar of Montana and State Bar of South Dakota.

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Speaker bio
Makenzi Mansfield

Makenzi Mansfield

Montana Elder Law, Inc.
Makenzi Mansfield

is an attorney with Montana Elder Law, Inc. in Missoula. Her practice focuses on estate planning and elder law with a concentration in probate and estate administration. Ms. Mansfield previously served as judicial intern in the U.S. District Court for the District of Montana for the Honorable United States Magistrate Kathleen L. DeSoto. She earned her J.D. degree at University of Montana in 2020.

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Speaker bio
Kelly R O'Brien

Kelly R. O'Brien

Measure Law, P.C.
Kelly O'Brien

is a managing partner with Measure Law in Kalispell, Montana. Her practice is focused on business law, real estate law, probate, trusts and estate planning. Ms. O'Brien earned her B.S. degree in International Business from the University of Montana, her J.D. degree from Lewis & Clark School of Law and her Taxation LL.M. from University of Denver Sturm College of Law. She is licensed to practice law in Oregon and Montana. Ms. O'Brien is a fourth generation Montanan, originally from the Flathead Valley. She is delighted to have the privilege to live and practice law in northwest Montana where she enjoys time exploring in the mountains with friends and family.

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Speaker bio
Danielle Shyne

Danielle Shyne

Shyne Law Group
Danielle Shyne

is the CEO and managing attorney of Shyne Law Group in Bozeman, Montana. Her practice focuses on elder law, estate planning, probate and trust administration, guardian and conservatorship, as well as special needs and disability planning. Prior to opening Shyne Law Group, Ms. Shyne worked for Montana Elder Law and clerked for the Honorable Chief Justice Mike McGrath and the Honorable Michael Wheat of the Montana Supreme Court. She is a member of the Montana State Bar, the Business, Estates, Trusts, Tax & Real Property Section of the Montana State Bar, the Gallatin County Bar Association, and the Washington State Bar. In 2022, Danielle was recognized as Gallatin's Greatest and Gallatin's 20 under 40. She graduated magna cum laude from Gonzaga University School of Law and is admitted to practice in Montana and Washington.

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Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
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.
When will the OnDemand be available and how long will I have access to the content?
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.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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