CLE on Probate Hands-On! – An Interactive Workshop

The National Business Institute is holding a two-day conference entitled, Probate Hands-On! – An Interactive Workshop, which will begin on Monday, May 07, 2018 at the Capital Conference Center in Indianapolis, IN. Provided below is a description of the event:

Program Description

Practical Approach to the Probate Process

Answer the top questions about the probate process and the key tasks and decision-making involved with this hands-on primer. Experienced faculty will guide you through the series of scenarios and exercises so that you come away fully prepared to tackle key probate tasks. Register today!

• Get the probate process and procedure clarified.
• Get effective tips for proving the validity of the will.
• Review procedures for locating and marshalling assets, with sample valuation scenarios.
• Learn how to handle tax return forms procedures and questions through exercises and case studies.
• Review an example of a contested Medicaid recovery claim to learn how to best defend each estate.
• Learn what situations present the greatest danger of crossing the ethical line and find solutions together.

Who Should Attend

This basic-to-intermediate level program is designed for Attorneys. It may also be of value to Accountants, Tax Advisers, Estate Planners, Trust Officers and Paralegals.

Course Content

Day 1

1. Probate Process and Procedure – Clarified
2. Ensuring Executors Know Their Duties – Case Studies
3. Wills: Proving Validity, Petitioning and Top Problems
4. Assets: How to Inventory, Locate, Secure, Value and Manage – With Case Studies
5. Medicaid Estate Recovery and Exceptions – Case Studies

Day 2

7. Ethical Considerations in Probate – In Case Studies
8. Creditor Claim Conundrums
9. Final Accounting: Everything You Need to Know – Sample Accounting Review and Questions
10. Tax Deadlines, Preparation, Coordination, Filing Returns
11. Handling Distributions and Closing the Estate Without a Hitch – Common Scenarios

Continuing Education Credit