Advanced Strategies for Handling the Most Common Probate Documents
You've been handling probate and estate cases for a while, but are you using advanced techniques to efficiently complete each step? Don't let the paperwork bog you down. This course provides detailed insight into the multi-faceted process of probate administration. Our faculty will show you how to handle creditors, beneficiaries, and the IRS with ease. You'll walk through sample forms with experienced practitioners, including testate and intestate forms and a full range of tax returns. Take your probate administration skills to the next level - register today!
Learn the information you need at the outset to manage probate efficiently.
Find out the documentation you need to appropriately sell or transfer assets.
Keep beneficiaries informed about the estate with a K-1 report.
Take charge of probate tax issues with improved drafting techniques for Form 706, 709, and more.
Make your document management system work for you with streamlined e-filing and more.
Get tips for properly terminating fiduciary responsibility over the estate.
Preparing for Estate Administration
Managing the Estate's Assets
Handling Creditors and Other Interested Parties
Ensuring the Payment of Taxes
Document Management Tips for Probate and Estate Filings
Paralegal Education CA MCLE Paralegal
- 6.00Approval Exp. 6/9/2023
This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
MT CLE Credit for Paralegals
- 6.00Approval Exp. 6/9/2023
This program may qualify for up to 6.0 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 1.0 hour of ethics. No more than 4.0 hours of self-study CLE credit may be earned during a reporting period.
NM Paralegal Division, State Bar of NM
- 6.00Approval Exp. 6/9/2023
Approved by the Paralegal Division of the State Bar of New Mexico for 5.0 general self-study credit and 1.0 ethics self-study credit (for a total of 6.0 hours CLE).
This course has been approved by the Texas Board of Legal Specialization for certification and recertification continuing legal education requirements for paralegals and legal assistants. Certification areas: Estate Planning & Probate Law.
NH Office of Career School Licensing
NBI, Inc. is licensed by the New Hampshire Department of Education Office of Career School Licensing. There are no enrollment prerequisites or admissions requirements for this course, and there is no exam or grading system. Satisfactory progress is based solely on attendance at the course. Credits may not be transferred. All refunds shall be paid within 30 days upon written notification from a student of cancellation or withdrawal. Students receiving benefits from federal programs shall be subject to federal refund policies, rules and regulation. Student complaints should be directed to our office at (800) 930-6182. Upon exhausting all avenues with NBI, Inc. for resolution, students may file a complaint with the Office of Career School Licensing at (603) 271-6443.
THAIS AMARAL TELLAWI is a managing partner with the law firm of Amaral Tellawi Law, where she focuses her practice on estate planning, including wills, trusts, guardianship, and probate. Ms. Tellawi represents individuals, families and business owners. She is a member of the State Bar of Texas, Attorneys in Tax and Probate, and National Association of Financial and Insurance Advisors. Ms. Tellawi earned her B.A. degree from the University of Houston and her J.D. degree from Texas Southern University.
ERIC LADLEY is an attorney with Montco Elder Law, LLP where he focuses his practice in the areas of estate planning, long-term care planning, estate administration, and guardianships. He is certified as an Elder Law Attorney by the National Elder Law Foundation. Mr. Ladley also is accredited by the Veterans Administration to represent veterans and can prepare, present and prosecute claims before the Department. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys and Lycoming Law Association. Mr. Ladley earned his B.A. degree from George Washington University and his J.D. degree from Penn State Dickinson School of Law.
LAUREN M. UNDERWOOD is the founding partner of Lauren M. Underwood, P.C., in Bingham Farms. She is a former chair of the Probate and Estate Planning Council of the State Bar of Michigan, past editor of the Probate Journal; member of the Real Property, Trust Law and Taxation sections of the American Bar Association, the Taxation Section of the State Bar of Michigan and the Oakland County Bar Association. Ms. Underwood has written several articles and has been a chapter author for the ICLE publication Michigan Estate Planning Handbook. She earned her B.A. degree, high distinction, from Wayne State University and her J.D. degree, summa cum laude, from the Detroit College of Law. Ms. Underwood lectures for many groups and organizations, including the Institute for Continuing Legal Education, community groups and the MicAhigan Judicial Institute. She is a past president of the Wayne State University Alumni Association, past president of the Woodbridge Citizen’s Association, past member of the Board of Visitors of the Institute of Gerontology and past board member for St. Luke’s Health Ministries and Canterbury on the Lake, and has been an ongoing sponsor of the Detroit Jazz Festival since 2013.
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