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. 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!
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.
including - Ethics: 1.00
This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
KIMBERLY A. HERRICK is an attorney for Mills Law, P.A., where she practices in the areas of estate administration and guardianships, estate planning, taxation, juvenile defense and criminal record expunctions. Ms. Herrick is a certified public accountant. She teaches CLE as well as wills, trusts and estates as a paralegal instructor for Central Piedmont’s Paralegal Technology program. Ms. Herrick is a member of the North Carolina Board of Law Examiners, and a former professor of basic and advanced taxation at North Carolina Central University School of Law, where she earned her J.D. degree. She earned her LL.M. degree in taxation from Georgetown University Law Center.
JOHN P. HUGGARD is the senior member in the Raleigh law firm of Huggard Obiol & Blake, PLLC, where he practices exclusively in the areas of estate planning and related litigation. He is a certified financial planner and is board certified in estate planning and probate law by the North Carolina State Bar. Mr. Huggard earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill, and his master's degree from Duke University. He is the author of the North Carolina Estate Settlement Guide Book (updated annually).
RICHARD E. MARSH JR. is a partner at Marsh & Hoogland, PLLC. He is a board-certified specialist in estate planning and probate law in North Carolina. Mr. Marsh practices in tax, business transactions, and estate planning and administration. He is an active writer and lecturer for attorneys, CPAs, CLUs, and other financial professionals and trade groups in the areas of estate planning, tax planning, sales and purchases of businesses, and tax-advantaged transactions involving real estate. He also taught decedents estates, estate planning, and will drafting at the law school level for about a decade. He is a member of the North Carolina State Bar, The Florida Bar, and the South Carolina Bar. Mr. Marsh earned his B.A. degree from Bucknell University, his J.D. and M.B.A. degrees from the University of North Carolina at Chapel Hill, and his LL.M. degree from Georgetown University.
MARYANN WHALEN is a paralegal with Marsh & Hoogland, PLLC. She is a graduate of Bryant & Stratton College and a North Carolina State Bar certified paralegal with over three decades of experience in title certification and probate administration.