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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 North Dakota 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 North Dakota.
- Complete the probate process efficiently with final steps and best practices.
Abbreviated Agenda
- North Dakota Probate: Essential Knowledge and Updates
- Filing Probate Petitions in North Dakota
- Estate Inventories and Notifying Proper Parties
- Debts and Taxes: Meeting Financial Responsibilities
- Distributing Estate Assets in North Dakota Probate
- The Closing Chapter: Final Probate Steps
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| North Dakota CLE |
|
6 Total | 06-26-2028 |
Select Jurisdiction
CLE
Agenda
-
North Dakota Probate: Essential Knowledge and Updates
- North Dakota Uniform Probate Code: The High Points
- North Dakota Uniform Trust Code Essentials
- Key Case Law You MUST Know
- Probate and Estate Legal Updates
-
Filing Probate Petitions in North Dakota
- Formal vs. Informal Probate
- The Petition: Essential Info and Documents
- Filing Requirements and Procedures
- Appointing the Personal Representative
- What Happens After Petitions are Filed?
-
Estate Inventories and Notifying Proper Parties
- Asset Inventories Step-by-Step
- Notifying Heirs, Beneficiaries and Creditors
- Handling Claims Against the Estate
- Common Challenges: Common Assets, Hidden Liabilities, Etc.
- Key Forms and Templates
-
Debts and Taxes: Meeting Financial Responsibilities
- The Role of the Personal Representative
- Identifying and Prioritizing Debts
- Identifying Tax Liabilities
- Paying Debts and Taxes From the Estate
- Handling Common Issues: Creditor Disputes, Etc.
-
Distributing Estate Assets in North Dakota Probate
- Distribution Process Overview
- Distribution According to the Will
- Intestate Succession and Distributions Without Wills
- Court Approval of Distributions
- Handling Disputes
-
The Closing Chapter: Final Probate Steps
- Preparing the Final Accounting
- Resolving Outstanding Issues
- Petition for Final Distribution and Discharge
- Closing the Estate
- 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
Speaker bio
Olivia L. 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.
Speaker bio
Brandon Erickson
is a partner with O'Keeffe O'Brien Lyson Attorneys in Fargo, North Dakota. His practice focuses on estate planning, probate, and general litigation. Originally from Wilton, North Dakota, Mr. Erickson graduated from Bismarck High School. He earned a political science degree at the University of North Dakota, a master's degree from California State University in Fresno, and graduated from the Fowler School of Law at Chapman University in Orange, California. At Chapman, he worked on an advisory panel focused on setting up the West Coast's first Veterans Legal Clinic providing free legal services to military veterans. Upon graduation from law school, Mr. Erickson was selected as a presidential management fellow, and worked for the U.S. Space and Missile Command at Los Angeles Air Force base. He was a member of the North Dakota Army National Guard and served in Operation Iraqi Freedom. Mr. Erickson was awarded the Purple Heart and Bronze Star medals. Following his honorable discharge, he participated in several North Dakota military and university conferences as a keynote speaker on the subject "Leadership through Crisis: Never Leave a Fallen Comrade." Mr. Erickson began his legal career as a deputy district attorney for El Dorado County in California. After four years as a prosecutor, he started his own law firm in California. In 2020, Mr. Erickson returned to North Dakota and joined O'Keeffe O'Brien Lyson Attorneys shortly thereafter. He was named partner in 2024. He is admitted to practice in North Dakota, Minnesota, Colorado, and California. Mr. Erickson is a member of the WealthCounsel, ElderCounsel, and is deemed an accredited estate planner by the National Association of Estate Planners & Councils.
Speaker bio
Chad Anderson
is the founder of Chad Anderson Law Firm in Bismarck, North Dakota. His practice is focused on estate planning and probate law. Mr. Anderson earned his J.D. degree at the University of North Dakota School of Law and is admitted to practice in North Dakota. He is a member of the American Bar Association and State Bar Association of North Dakota.
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