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.
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.
This course will qualify for 5.50 hours of self-study continuing education for paralegals, including 1.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.
JAMES S. ADRAY is a partner in the Toledo law firm of Adray & Grna, where he practices in the areas of business law, probate, estate planning, divorce, and medical malpractice. Mr. Adray is a mediator/arbitrator with the American Arbitration Association and is a mediator trainer throughout Ohio. He has taught at the University of Toledo Law School and College of Education. Mr. Adray is a member of the State Bar of Michigan (Alternate Dispute Resolution, and Probate and Trust Law committees), and the Ohio State (Family Law and Alternative Dispute Resolution committees) and Toledo bar associations. He earned both his B.A. degree and J.D. degree from the University of Toledo.
CATHERINE DONNELLY is a senior attorney with Yourkvitch & Dibo, LLC. Ms. Donnelly practices in the areas of probate and estate planning, non-profits, community development, and small businesses. She earned her B.A. degree from Oberlin College and her J.D. degree from Cleveland-Marshall College of Law, Cleveland State University.
TIMOTHY J. GALLAGHER is an attorney with Reminger Co., LPA, where he focuses his practice on legal matters involving probate, guardianship, trust, and estate administration. Mr. Gallagher represents trustees and executors of estates, creating flexible plans to meet their needs. His experience in the area of probate and trust administration includes the drafting of estate plans for both individuals and families, and assisting them through the probate process. He also advises institutions on a variety of trust administration issues. Mr. Gallagher is also a member of the firm’s probate litigation practice group. In this capacity, he leverages his jury trial experience to provide representation in probate and trust disputes involving will contests, charges of undue influence, breach of fiduciary duty actions, and other potential issues that can complicate the settling of an estate. He is a member of the Ohio State Bar Association. Mr. Gallagher received his B.S. degree from the Ohio University E.W. Scripps School of Journalism and his J.D. degree from The University of Akron School of Law.
PAUL R. SHUGAR is an attorney with Reminger Co., LPA. Mr. Shugar is a member of Reminger’s Probate Litigation Department and has trial experience litigating million-dollar estate, trust, and guardianship issues such as undue influence, power of attorney abuse, and financial exploitation. An award-winning journalist who worked at daily newspapers around the country before becoming a lawyer, he employs the writing and investigation skills he developed as a reporter to help people in a legal setting. Mr. Shugar is a member of the Ohio State Bar Association and the Cleveland Metropolitan Bar Association. He earned his B.A. degree from Ohio University E.W. Scripps School of Journalism. Mr. Shugar earned his J.D. degree, cum laude, from Cleveland-Marshall College of Law.
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