Help Your Clients to Have a Successful Probate Experience
At this targeted seminar, our experienced faculty will take you through the probate process step-by-step. After attending, you will be able to file documents in probate court and form good working relationships with executors or administrators. Confidently prepare and file the inventory and troubleshoot common problems you may encounter. Identify the duties involved in the estate administration process so you can provide assistance when it's needed. Properly deal with elective shares to ensure that the surviving spouse's needs are taken care of. Gain an understanding of intestate laws so you can handle situations when there's no will. Enhance your effectiveness with tips for assisting with closing the estate, and help bring closure to families going through this difficult time - enroll today!
Receive a complete estate timetable so you know what needs to be done - and when.
Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
Deal with administrative duties by helping with creditor claims and estate cash management.
Understand how to distinguish between privileged and non-privileged communications.
Fulfill your role in preparing the distribution of the estate to beneficiaries.
Follow along with sample probate forms and documents.
Paralegal Education CA MCLE Paralegal
- 6.00Approval Exp. 11/20/2021
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
- 6.00Approval Exp. 11/20/2021
This seminar meets the requirements of the Certifying Board for Legal Assistants of the National Association of Legal Assistants, Inc., for 6.0 hours, including 1.0 ethics, of continuing legal assistant education self-study credit required to maintain the CLA (Certified Legal Assistant) credential.
DAVID BAWDEN is a paralegal in the Los Angeles office of Withers Bergman LLP, where he focuses on all aspects of estate and trust administration. He has more than 11 years of experience in the legal field, which includes probate and trust accounting; estate and trust administration; oil, gas and mineral interests; real property; nonprofit; corporate; and drafting of wills, trusts and ancillary documents. Mr. Bawden is a member of the Beverly Hills Bar Association and Los Angeles County Bar Association. He received his bachelor’s degree in mathematics from the University of California, Riverside.
JOSHUA R. DRISKELL is a partner with Primuth Driskell & Terzian LLP, where he practices in the areas of business, tax and bankruptcy law and related matters. Prior to forming the firm, Mr. Driskell worked for multi-state law firm Mockensturm Limited advising business, nonprofit agencies, and individuals on tax and business matters. He is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the State Bar of California. Mr. Driskell earned his bachelor’s degree from Bowling Green State University, his Masters of Business Administration degree from the University of Findlay, and his Juris Doctorate degree from the University of Toledo College of Law.
LINDSAY K. FRANCIS is an attorney with Primuth Driskell & Terzian LLP, where she practices in the areas of estate planning and probate. She is a member of the State Bar of California. Ms. Francis received her B.A. degree from Virginia Tech and her J.D. degree from Brooklyn Law School.
VERLAN Y. KWAN is of counsel with Keystone Law Group, P.C., where she focuses on trust and estates administration and litigation. Ms. Kwan graduated from California Western School of Law and earned her B.A. degree in political science with a concentration in American law and a minor in cognitive psychology from the University of California, Irvine. She is a member of the Trusts & Estates Section of the Los Angeles County Bar Association and is also a member of the Trusts & Estates and Litigation sections of the State Bar of California.
CAROL A. PETERS is an attorney at Carol A. Peters Law Offices, in Pasadena, whose practice is focused on elder law, including estate-planning and bioethics decisions for wills, trusts and nominations for those who can plan ahead; conservatorship petitions and administration for those unable to plan ahead; probate; and litigation. Ms. Peters has more than 30 years of experience as an attorney, plus 11 years of experience making and implementing eligibility determinations for Los Angeles County’s D.P.S.S. and the Los Angeles County Board of Supervisors. She serves as a consultant to other lawyers regarding Medi-Cal eligibility and case plan options/management. She also serves as an expert witness on Medi-Cal eligibility issues when needed by civil litigation counsel for financial abuse matters. Suggesting conservatorship to her client who agreed, Ms. Peters was the November 2001 attorney referred to in People v. Cooper (2007) 148 CA 4th 731 appeal by the DA, which created an elder abuse exception to the SCOTUS' Crawford v. Washington (2004) 541 U.S. 36, national ban of videotapes in criminal prosecutions. She is a member of the Pasadena Bar Association, the Los Angeles County Bar Association and the State Bar of California. She earned her B.A. degree from Pomona College and her J.D. degree from Whittier College School of Law.
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