A Step-by-Step Guide to Handling Probate
The probate process is meticulously detailed and deadline-driven. Do you have all the knowledge and resources to make certain none of the crucial tasks fall through the cracks? This practical overview will provide you with a complete list of executor duties and deadlines to help you stay on track. Register today!
- Explore all the documents you must obtain to get the process started.
- Clarify the rules for issuing notices and opening the estate.
- Review the creditor claims process and timeline.
- Effectively manage estate assets and income, determine tax liability and request extensions.
- Get a master checklist for completing the final accounting.
- Make certain the estate is closed without a hitch.
This is a rebroadcast of the original webcast delivered by Jennifer Gumbel, George S. Peek & Louis A. Silverman on June 11, 2020. Faculty will be available to answer your questions after the program.
10:00 am to 5:00 pm Eastern Standard Time
- Letters of Authority, Getting Certified, Gathering and Authenticating Documents
10:00 - 10:30, George S. Peek
- Initial Notices and Petition, Opening the Estate, Tax Extension Requests
10:30 - 11:00, George S. Peek
- Locating Assets, Inventory Checklist
11:00 - 11:30, George S. Peek
- Creditor Claims Tasks and Timeline
11:45 - 12:15, Louis A. Silverman
- Tax Deadlines and Returns
12:15 - 12:45, George S. Peek and Louis A. Silverman
- Year-End Tasks When the Administration Lasts Beyond One Year
1:15 - 1:45, Louis A. Silverman
- Sale of Assets, Payment of Expenses, Other Estate Management Tasks
1:45 - 2:15, Louis A. Silverman
- Final Account Checklist: What Must Be Included
2:15 - 2:45, Jennifer Gumbel
- Final Disbursements, Estate Closing, Executor and Attorney Compensation
3:00 - 3:30, Jennifer Gumbel
- Beyond the Closing: Follow-Up Communications, Disputes, Requests, etc.
3:30 - 4:00, Jennifer Gumbel
- Legal Ethics in Probate
4:00 - 5:00, Louis A. Silverman
- Whom do You Represent? Conflicts of Interest
- Guarding Confidentiality
- Attorney Fees
- Effective Client Communication
- Practicing Law in More Than One State
This program is designed for attorneys. Accountants, trust administrators, estate planners, and paralegals may also benefit.