Gain a thorough understanding of the probate process and the laws associated with it.
At some point in life, everyone encounters the probate process, whether as the surviving spouse or child of a decedent, a named personal representative of an estate, or a beneficiary or creditor of an estate. This topic will provide a roadmap of the probate process so that anyone, especially those appointed to administer the estate, will be able to navigate the process with full knowledge of the major tasks to be done and full visibility to avoid any pitfalls. The major topics to be covered include formal vs. informal probate, opening and administering the estate, accepting and rejecting creditor's claims, personal representative's and attorney's fees, and typical areas where litigation may arise. For anyone who is or will be going through the probate process, this information is vital to ensure an efficient probate administration and avoid unwanted delays and stress.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Probate: Preliminary Considerations
- Pre-Filing/Pre-Investigation
- Formal vs. Informal Probate
Administering the Estate
- Opening Probate
- Marshaling and Inventorying Assets
- Pay Expenses, Taxes, and Creditor's Claims
- Closing Probate
Creditor's Claims
- Creditor's Claims Basics
- Acceptance or Rejection
PR and Attorney's Fees
- Statutory Fees
- Extraordinary Fees
- Avoiding Fee Disputes
Litigation
- Will Contests
- Litigation Re: Creditor's Claims
- Appointment of Personal Representative
- Accountings/Fee Petitions
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on January 27, 2022.
Call 1-866-352-9540 for further credit information.
- AK CLE 1.0
- Alaska attorneys may receive 1.0 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
- AL CLE 1.1
- This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.1 hours credit.
- Arizona CLE 1.0
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.0 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.0
- Lorman Education Services is a State Bar of California approved MCLE sponsor and this course qualifies for 1.0 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- RI CLE 1.0
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit.
- VT CLE 1.0
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.0 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.0
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.0 hours of A/V credit under the Law & Legal Procedure category.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Robert Barton
Holland & Knight LLP
- Partner at Holland & Knight LLP
- Represents individuals, families, charitable institutions, corporate trustees, and private professional fiduciaries in litigation involving complex trusts and estates; he also provides guidance on trust and estate administration, conservatorship and guardianship matters, as well as claims involving elder abuse
- Memberships include American College of Trust and Estate Counsel, Fellow, 2021; member of the California Lawyers Association Trusts & Estates Executive Committee; Chair of the Ethics and Malpractice Committee of the American Bar Association, Section of Real Property, Trust and Estate Law, California
- J.D. degree, University of Minnesota Law School; B.A. degree, University of Wisconsin-Madison
- Can be contacted at 213-896-2503 or [email protected]
Jonathan H. Park
Holland & Knight LLP
- Partner at Holland & Knight LLP
- Practice focuses on complex trust and estate litigation, probate and trust administration, conservatorship, and guardianship matters
- Outgoing Co-Chair of the Trusts and Estates Committee of the National Asian Pacific American Bar Association
- National clients include American Cancer Society and the Salvation Army
- J.D. degree, New York University School of Law; B.A. degree, The University of Chicago
- Can be contacted at 213-896-2549 or [email protected]
Vivian M. Rivera
Holland & Knight LLP
- Associate at Holland & Knight LLP
- Focuses her practice on complex trusts and estates litigation, as well as trust and estate administration; her practice includes representing individuals, families, charitable institutions, corporate trustees, and private professional fiduciaries in litigation involving will and trust disputes, contested conservatorships and guardianships, breach of fiduciary duty matters and claims involving elder abuse
- Member of the Los Angeles County Bar Association, Trusts and Estates Section
- J.D. degree, cum laude, Loyola Law School, Los Angeles; B.A. degree, cum laude, University of San Diego
- Can be contacted at 213-896-2468 or [email protected]
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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