Hampton Inn Spokane
2010 S. Assembly Road
Spokane, WA 99224
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. 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.
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.
Approved for 6.0 CLE credits by the Washington State Paralegal Association (WSPA).
DIANE J. KIEPE is an attorney and principal of Douglas Eden, PS. She practices in the areas of wills, trusts, wealth transfer (including charitable gifting), probate and tax. Ms. Kiepe earned her undergraduate degree and J.D. degree from Memphis State University and her LL.M. degree in taxation from the University of Miami. She is a long-time member of the Spokane Estate Planning Council and a member of the Spokane Chapter of the Financial Planning Association. She is a member of the newly created Elder, Disability and Estate Planning Section of the SCBA. This fall, she has the privilege of teaching at Gonzaga Law School (federal income tax) and Whitworth University (Evening Program - accounting).
JULIE H. OLDS is a solo practitioner in Spokane, Washington at the Law Office of Julie H. Olds, PLLC. Her practice areas include wills, trusts, probate, elder law, corporate and not for profit law. Ms. Olds is a member of the Washington State Bar Association and the Spokane Estate Planning Council. She has an LL.M. degree in taxation from the University of Florida School of Law and is a CPA - inactive.
DAVID B. SHOTWELL is a solo practitioner in Spokane, Washington. He practices in the areas of elder law, asset protection, estate and personal care planning, probate, guardianships and Medicaid. He has more than ten years of experience and offers home visits to his clients. Mr. Shotwell is a member of the Elder Law Section of the Washington State Bar Association. He is a frequent speaker at elder law events and senior center seminars. Mr. Shotwell speaks at CLE events for attorneys, educating other lawyers on best practices for estate planners throughout the state of Washington.
MICHAEL D. WHIPPLE is the managing partner of The Whipple Law Group in Spokane. His practice includes estate planning, probate, elder law, land use, environmental law, real estate, property rights, water law, personal injury, civil rights and consumer protection. He is a member of the Washington State Bar Association, the Idaho State Bar, the Spokane County Bar Association, the American Bar Association, the American Institute of Certified Planners and the American Planning Association. He earned his B.A. degree at the University of Delaware; his Master of Arts degree at Savannah College of Art and Design; his Master of Urban and Regional Planning at Virginia Polytechnic Institute and State University; and his Juris Doctor degree, cum laude, at Gonzaga University School of Law.