BarbriSFCourseDetails
  • videocam On-Demand
  • signal_cellular_alt Beginner
  • card_travel Estate Planning
  • schedule 60 minutes

Estate Administration and Probate 101: The Basics

$147.00

This course is $0 with these passes:

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Description

The administration and probate of an estate can be complicated with a multitude of items to consider by attorneys such as settling assets and debts, valuation issues, and handling challenges from creditors and beneficiaries. Attorneys must understand the estate administration and probate processes and nuances in applicable federal and state law in order to handle the administration and probate of an estate.

Generally, the administration and probate of an estate after an individual's death requires the fiduciary to address certain issues and follow specific procedures to distribute the decedent's assets. This process can involve complications stemming from the marshaling, valuation, sale, and distribution of assets which may result in claims from beneficiaries and creditors. Estate counsel must understand a variety of legal and procedural challenges to properly account for any potential issues in estate administration and probate and avoid liability for fiduciaries and beneficiaries.

Listen as our panel discusses the steps in the estate administration and probate process, creditor notices, taking inventory of assets, asset valuations, distributions, and other critical items that must be considered.

Presented By

LaShay Callaway
Principal & Managing Partner
Callaway Law Group, LLC

Principal & Managing Partner at Callaway Law Group, LLC

Credit Information
  • This 60-minute webinar is eligible in most states for 1.0 CLE credits.


  • Live Online


    On Demand

Date + Time

  • event

    Tuesday, June 4, 2024

  • schedule

    1:00 p.m. ET./10:00 a.m. PT

  1. Overview and purposes of probate
  2. Step-by-step of probate process and pitfalls to avoid
  3. Settling assets and debts
  4. Potential challenges and disputes
  5. Role of court and legal counsel
  6. Applicable laws and regulations
  7. Best practices for counsel

The panel will discuss these and other key issues:

  • What are the step-by-step processes involved in a probate?
  • What is the role of the court and legal counsel in estate administration and probate?
  • What are the key issues and pitfalls to avoid in settling assets and debts?
  • How do you handle disputes or challenges from beneficiaries and creditors?
  • What are the applicable federal and state laws that must be considered?