CLE on 30 Steps to Perfect Probate

Gain Valuable Strategies for Every Step of the Probate Process

Are you confident you’re taking advantage of every strategic opportunity the probate process has to offer? Experienced faculty will share their insights into maximizing the benefits of each step at this essential program. With a special focus on strategic decision-making to minimize tax burdens, speed up the process and alleviate conflict; this guide to probate is just what you need to take your practice to the next level. Register today!

• Spend two full days learning how to strategically navigate the probate process.
• Shore up your knowledge with a tactical guide to probate inventory – and leave no stone unturned.
• Get tips from the pros on how to tackle creditor claims and troubleshoot debt repayment.
• Minimize tax burdens for both the decedent and the beneficiaries with a full guide to timely and prudent tax planning and reporting.
• Maximize the use of exceptions when handling Medicaid estate recovery.
• Hone your final disbursements skills to prevent disputes and re-openings.
• Use probate litigation to its fullest advantage.

This two-day, intermediate level seminar is designed for:

• Attorneys
• Accountants/CPAs
• Trust Officers/Administrators/Managers
• Tax Professionals

1. Probate Process Overview and First Steps
2. Executor Strategies
3. Will Admission Techniques
4. Inventory, Appraisement and Management Tactics
5. Creditor Claims: Tips From the Pros
6. Medicaid Estate Recovery Insights
7. Insolvent Estate Tips and Tricks
8. Tax Minimization Tactics
9. Final Accounting Secrets
10. Distributions: Insights From the Pros
11. Estate Closing Strategies
12. Legal Ethics
13. Probate Litigation Tactics

Continuing Legal Education – CLE: 14.50 *

International Association for Continuing Education Training – IACET: 1.20

National Association of State Boards of Accountancy – CPE for Accountants/NASBA: 14.00 *

* denotes specialty credits