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CLE on 25 Steps to Perfect Probate

ProbateThe National Business Institute is holding a 2 day conference entitled, 25 Steps to Perfect Probate, on Monday, December 10, 2018 – Tuesday, December 11, 2018 at Cobb Galleria Centre in Atlanta, Georgia. Provided below is a description of the event:

Program Description

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 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.
  • 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.

Who Should Attend

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

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

Course Content

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

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