Course book included with all formats
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!
This basic-to-intermediate level seminar is designed for paralegals, legal assistants, legal secretaries and other legal support staff who want to increase their effectiveness when working within the probate process.
All times are shown in Eastern time
including - Ethics: 1.00
This seminar meets the requirements of the NALA Certifying Board for 6.0 hours, including 1.0 ethics, of continuing legal education credit required to maintain the CP(Certified Paralegal) credential.
including - Ethics: 1.00
This seminar has been approved by The National Federation of Paralegal Associations, Inc. (NFPA) for 6.0 hours of Continuing Legal Education, including 1.0 hour of ethics.
JEFFREY J. DANILE is the managing director with Bank of America Private Bank, where he assists high-and ultra-high net worth individuals and families in crafting comprehensive plans to meet their goals in the areas of trust and estate planning, gifting, philanthropy, and taxation. He is a member of the Connecticut and the New York State bar associations, and the Professional Advisors Council of the Fairfield County Community Foundation. Mr. Danile earned his B.A. degree, cum laude, from New York University and his J.D. degree from St. John's University School of Law.
CARL A. GLAD is a partner in The Law Offices of Kurt M. Ahlberg LLC, where he concentrates his practice on legal matters involving probate administration, estate planning, real estate and litigation. He is a member of the Connecticut Bar Association. Mr. Glad received his B.A. degree from American University and his J.D. degree from the University of Baltimore School of Law.
DAVID V.C. LINCICOME PH.D. is an attorney with David Lincicome Law Office where he practices in the areas of elder law, trusts and estates, and corporate strategy and management. Mr. Lincicome is certified to “train facilitators” in racial justice for the United Church of Christ, and has developed university and continuing education curricula on business law and on environmental, racial, and gender law. He currently teaches business law and ethics at Central Connecticut State University. Mr. Lincicome holds a B.A. degree from The Johns Hopkins University, a J.D. degree from the University of Akron School of Law, and M.A. and Ph.D. degrees from Washington University in St. Louis.
RICHARD H. SAXL is a solo practitioner with offices in Westport, Connecticut. His practice emphasizes all aspects of estate planning and probate, including probate litigation. He is a member of the Estates and Probate Section of the Connecticut Bar Association. Mr. Saxl earned his B.A. degree from the University of Pennsylvania, and his J.D. degree from Rutgers, The State University of New Jersey School of Law-Camden.