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
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
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.
Cheryl Holst is a senior trust/estate and tax paralegal at Spencer Fane LLP. Ms. Holst prepares federal and state individual income tax returns, charitable organization informational returns, fiduciary income tax returns, federal and state estate tax returns and federal gift tax returns (and any other returns deemed necessary by supervising attorney). She is proficient in various state tax returns. Ms. Holst monitors and maintains the master list for individual, fiduciary and gift tax preparation for all firm clients, as well as tax files and tax information. She prepares and organizes data during estate tax and gift tax audits. Ms. Holst prepares estate planning documents including powers of attorney, wills, deeds, revocable trusts and irrevocable trusts, and is proficient in estate and trust administrations. She researches estate planning procedures in various states and assist attorneys with certain state guidelines. She is a member of NALA, the St. Louis Paralegal Association and volunteers with the IRS program VITA. Ms. Holst earned her A.A. degree in Paralegal Studies from Lewis & Clark Community College and her B.A. degree in Business Administration/Management from Harding University.
Eric Ladley , CELA, 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.
A. Michelle Poss is a sole practitioner in Nashville. She represents clients in the practice areas of elder law; disability and probate, including estate administrations, conservatorships and guardianships; trust administrations; Social Security; and V.A. claims. Ms. Poss is a V.A. accredited attorney and is a Rule 31 general civil mediator. She is licensed to practice in all Tennessee courts, and is admitted to the Tennessee Supreme Court and the U.S. federal courts. Ms. Poss is an active member of the Nashville Bar Association, the Tennessee Bar Association and the Conservatorship Association of Tennessee. She currently serves as president of the Conservatorship Association of Tennessee, co-chair of the NBA probate committee, previous board member of CASA and the St. Thomas Foundation Murfree Circle. Ms. Poss earned her B.S. degree from the Middle Tennessee State University and her J.D. degree from Nashville School of Law.
We use this information in order to improve and customize your browsing experience,
in addition to improving our internal analytics and metrics about our visitors.