Holiday Inn Hotel & Suites Phoenix Airport
3220 South 48th Street
Phoenix, AZ 85040
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: 1.00This 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 credit required to maintain the CLA (Certified Legal Assistant) credential.
including - Ethics: 1.00This 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.
JOHN B. EVEN is a shareholder and director of the law firm of Schmitt Schneck Smyth Casey & Even, P.C., and has practiced law in Arizona since 1992. He focuses his practice in the areas of estate planning, business planning, probate, trust administration, and guardianships/conservatorships. Mr. Even graduated from Stanford University with a B.S. degree in industrial engineering and earned his J.D. degree from Arizona State University. He is a member of the State Bar of Arizona (Probate and Trust Section, Elder Law, Mental Health & Special Needs Planning Section, and Business Law Section), Valley Estate Planners, and he currently serves on the Board of Directors of the Catholic Community Foundation.
THOMAS J. MURPHY is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law and has successfully litigated cases in the U.S. Tax Court, the Arizona Tax Court, and the Arizona Board of Tax Appeals. He has represented clients before all levels of the Internal Revenue Service and the Arizona Department of Revenue. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, the State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and the Arizona Medicaid Planning Council. He has served on numerous state and county bar association committees, and was selected as the state bar representative to the Arizona Supreme Court's Committee on Reform of Lower Jurisdiction Courts. Mr. Murphy has testified as an expert witness in cases before the Maricopa County Probate Court regarding probate practices in Arizona. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy has been published in many national, state and local professional journals, writing on a wide variety of legal and tax matters. His articles on the impact of the new HIPAA regulations on health care powers of attorney and related documents have garnered him wide recognition as one of the nation's foremost authorities in this field, and he has been invited to speak before many organizations. Mr. Murphy graduated from Tufts University, with honors, and he earned his J.D. degree from Suffolk University Law School.
KENNETH J. PEACE is an attorney with Resnick & Louis, P.C., where he has focused his practice on estate, probate, and trust administration; and litigation and disputes, including disputed guardianships and conservatorships. His areas of practice also include business and commercial counsel and litigation, and real estate counsel and litigation. Mr. Peace is a member of the State Bar of Arizona, Illinois State Bar Association, The District Court of Arizona, the Supreme Court of Arizona, Valley Estate Planners, Scottsdale Bar Association, Scottsdale Estate Planners, North Phoenix Bar Association, The Central Arizona Estate Planning Council, and the San Carlos Apache Tribal Bar Association. He is judge pro tem for Maricopa County Superior Court. Mr. Peace earned his B.S. degree from the University of Illinois and his J.D. degree from DePaul University.