We are committed to safeguarding the health of our attendees and speakers. This seminar has been moved to an online format due to public health concerns.
Help Your Clients to Have a Successful Probate Experience
Taking an estate through probate in a timely manner ties up loose ends and helps families gain closure when a loved one dies. There are many duties to fulfill, and bereaved clients are counting on your firm to keep the process moving and keep them up to date on the situation. Do you know the best way to be instrumental in these increasingly complex situations? Don't wait until you're asked to work on your next probate case to find out.
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. Enhance your effectiveness with tips for assisting with closing the estate. 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.
TRAVIS M. ARMBRUST is a member of Brown, Kinsey, Funkhouser & Lander, P.L.C., in Mason City. Mr. Armbrust practices in the areas of estate planning, probate, and civil litigation. He is a member of the Cerro Gordo County and Iowa State bar associations. Mr. Armbrust received his B.A. degree from St. Cloud State University and earned his J.D. degree from Drake University Law School.
MAUREEN COSGROVE is an attorney and partner with McCormally & Cosgrove, P.L.L.C. She focuses her practice on family law, probate, business law, personal injury and litigation. Ms. Cosgrove is a member of the Polk County Women Attorneys, the Polk County Bar Association and the Iowa State Bar Association. She earned her B.A. degree from the University of Northern Iowa and her J.D. degree from Hamline University School of Law.
ELIZABETH R. MEYER is a shareholder and chair of the Fiduciary Litigation Department of Davis, Brown, Koehn, Shors & Roberts, P.C. Ms. Meyer focuses her practice in the areas of trust and probate litigation, construction litigation, and business litigation. She is a member of the American Bar Association, Iowa State Bar Association and the Polk County Bar Association. Ms. Meyer earned her B.A. degree from Truman State University and her J.D. degree from Drake Law School.
JAMES R. MONROE is a former professor at Drake University Law School and has a law practice in the areas of taxation law, estate planning law, and business planning law. He has spoken for various professional groups on his areas of practice. Mr. Monroe earned his B.A. degree from the University of Northern Iowa, his M.S.B.A. degree from the University of Denver, his J.D. degree from the University of Iowa, and his LL.M. degree in taxation from New York University.
BREANNA L. YOUNG is an attorney and special counsel in the Des Moines office of Davis, Brown, Koehn, Shors & Roberts, P.C. She focuses her practice on wills, trust and probate; wills, trust and probate litigation; business organizations and transactions; as well as tax/transaction. Ms. Young is a member of the Dallas County Bar Association; the Iowa Organization of Women Attorneys; and the Iowa State Bar Association's Probate, Trust, and Estate Planning Section, for which she has served as section chair, vice-chair, and council appointee. She received her B.A. degree from the University of Iowa and her J.D. degree from the University of Iowa College of Law.
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