Help Your Clients to Have a Successful Probate Experience
Course book included with all formats
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. 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. Help bring closure to families going through this difficult time - enroll today!
including - Ethics: 1.00
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.
PAUL R. COHEN is a partner with the law firm of Curtin & Heefner LLP, and chair of the firm’s Estates, Trusts and Tax Department. His practice includes estate planning and administration, real estate, and land use. Mr. Cohen has lectured on estate planning and real estate topics before various community and professional groups. Mr. Cohen earned his B.A. degree, cum laude, from the State University of New York at Stony Brook; his J.D. degree, magna cum laude, from Boston University School of Law; and an estate planning certificate from Temple University Beasley School of Law Graduate Tax Program. (Breinigsville location)
KAREN CONN MAVROS is an attorney with Lamb McErlane PC, practicing in the areas of estate and trust planning and administration. She is admitted to practice in Pennsylvania and New Jersey. Ms. Mavros earned her B.A. degree from University of Pennsylvania and earned her J.D. degree from Villanova University School of Law. (Breinigsville location)
VALERIE HAIGHT is a support professional with Hoffmeyer & Semmelman LLC. Ms. Haight provides support in the areas of estate administration, family law, civil law, and real estate settlements. She is the firm’s liaison between IT and firm staff. Ms. Haight earned her B.A. degree from State University of New York-Oswego. She has also earned her paralegal certificate and elder law certificate from Penn State University. (Camp Hill location)
ERIC LADLEY is an attorney with Montco Elder Law, LLP. Mr. Ladley 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 (CELA®) by the National Elder Law Foundation. He also is accredited by the Veterans Administration to represent Veterans and can prepare, present and prosecute claims before the Department. Mr. Ladley is a frequent presenter to the public and to organizations about topics related to veterans benefits, estate planning, and long-term care. He is a member of Montgomery County Bar Association, Pennsylvania Association of Elder Law Attorneys, and Lycoming Law Association. Mr. Ladley received his B.A. degree from George Washington University and earned his J.D. degree from Penn State Dickinson School of Law. (Breinigsville location)
MATTHEW C. SAMLEY is a shareholder of Reese, Samley, Wagenseller, Mecum & Longer, P.C., in Lancaster, where he practices in the areas of bankruptcy and creditors' rights, real estate, business transactions, small business formation, business buy and sell, and estate planning and administration. He serves as parliamentarian for the Lancaster County Commercial and Industrial Real Estate Council. Mr. Samley is on the adjunct faculty for Harrisburg Area Community College in Lancaster where he teaches a variety of courses in the Department of Business Studies. He frequently presents at professional education programs on landlord-tenant collection law, ethics, LLC formation, contracts, and bankruptcy. Mr. Samley is a member of the Business Law Section of the Pennsylvania Bar Association, the Estate Planning Council of Lancaster County, and the Eastern District of Pennsylvania Bankruptcy Conference. He earned his B.S. degree, cum laude, from Millersville University and J.D. degree from Dickinson School of Law. (Camp Hill location)
PATTI S. SPENCER is an attorney with Metzger and Spencer, LLP, and the Spencer Law Firm LLC, in Lancaster, Pennsylvania, where she provides experience and depth in estate planning, trust and estate administration, complex tax consulting, charitable gift planning, wealth transfer vehicles and retirement plan consulting, and expert witness testimony. Ms. Spencer taught estate and gift tax for eight years as an adjunct professor at Boston University in the LL.M. program, and also was a former professor of trusts and estates at Boston University School of Law. In addition, she has spoken numerous times on topics related to her areas of expertise. Ms. Spencer is the author of a weekly column, "Taxing Matters," which has appeared in the Lancaster Intelligencer Journal's Business Monday Section for 14 years. She also has written Pennsylvania Estate Planning, Wills and Trusts Library: Forms and Practice Manual, Data Trace, which is updated annually; and Your Estate Matters: Gifts, Estates, Wills, Trusts, Taxes and Other Estate Planning Issues, AuthorHouse, 2015. Ms. Spencer earned her B.A. degree from Dickinson College; her J.D. degree from Boston University; and her LL.M. degree from Boston University. She is a fellow of the American College of Trust and Estate Counsel. (Breinigsville and Camp Hill locations)