Description:
Learn the procedures and laws applicable to the probate process to better assist your clients.
Frequently the initial meeting with a probate client is an emotional one in which the client, emotional from the loss of their loved one, is not absorbing much of the information being conveyed. The attorney or paralegal finds themselves repeating the same information multiple times throughout the process, which is inefficient, frustrating and costly. Too often the executor and beneficiaries do not understand the process and complain about fees, time and the overall process.
This topic will provide tips and tricks to those professionals on the front lines to combat these issues, help provide ways to ensure that the clients are aware of the process as a whole and give guidelines to set realistic goals, deadlines and expectations. In addition, the goal of this material is to give the professionals additional tools to understand, manage and navigate the probate process from start to finish, by providing information and checklists to help manage creditors' claims, important deadlines and keeping track of probate assets.
Finally, you will walk away with a clear overall picture of the probate process and a better understanding of how to avoid common problems associated with probate administration.
Areas Covered in the Session:
Developing a Probate Process
- Initial Client Contact
- Plan for Administration
- Recognizing Potential Issues/Problem Areas
- Testate vs. Intestate
- Appointment of Executor
- Notice Requirements
- Deadlines
- Establishing a Timeline of Events and Tickler System
- Distinguish What Assets Will Be Subject to Probate
- Statutory Allowances
- Notice Requirements
- Validity
- Payment
- Closing Checklist
- Unresolved Issues
- Payment of All Valid Claims, Debts, Expenses and Taxes
- Payment of Fiduciary and Attorney Fees
- Accounting
Credit Information (Sponsored by Lorman Education Services)::
- NALA
- NFPA
- Paralegals
Only registered attendee will receive continuing education credit.
Instructor Profile:
Tereina Stidd, Cole Schotz P.C.
- Attorney with Cole Schotz P.C.
- Concentrates practice in the area of estate planning, probate and trusts administration, probate litigation and tax
- Recognized many years as a Super Lawyers Florida Rising Star
- Frequent speaker and has written numerous publications
- J.D. degree, Claude W. Petit College of Law at Ohio Northern University; LL.M. degree, University of Miami School of Law; B.A. degree, cum laude, St. Bonaventure University
- Can be contacted at 561-609-3851 or tstidd@coleschotz.com
(Not available outside the US)