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!
Receive a complete estate timetable so you know what needs to be done - and when.
Assist the attorney with collecting, maintaining and managing assets during inventory preparation.
Deal with administrative duties by helping with creditor claims and estate cash management.
Understand how to distinguish between privileged and non-privileged communications.
Fulfill your role in preparing the distribution of the estate to beneficiaries.
Follow along with sample probate forms and documents.
How to File an Estate in Probate Court
Working With the Personal Representative and Administrators
PARKE A. BURMEISTER is an attorney with Casco Bay Law, where he focuses on trusts and estates, probate, and small business matters. He provides comprehensive estate planning for a wide range of clients, including parents, empty nesters, and those who are planning their legacy. Mr. Burmeister’s focus includes charitable giving, estate tax, long-term care planning, special needs trusts, guardianship/conservatorship, probate, and trust administration. He is admitted to practice in Maine and Massachusetts, and currently serves as secretary of the Maine State Bar Association's Mediation Section. Mr. Burmeister earned his B.A. degree from Colby College and his J.D. degree, magna cum laude, from the University of Maine School of Law.
DANIEL J. ECCHER is the managing shareholder at Levey Wagley Putman & Eccher in Winthrop, Maine. He focuses his practice on estate planning and probate law, special needs trusts, and long-term care planning. Mr. Eccher previously served as an assistant attorney general in the Health and Human Services Division, where he appeared in probate and district courts. He is a member of the American Bar Association and the Maine State Bar Association. Mr. Eccher earned his undergraduate degree at Vassar College and his J.D. degree at the University of Maine School of Law.
TUDOR GOLDSMITH is a member of the trusts and estates and probate litigation practice groups at Jensen Baird Gardner & Henry, in Portland, Maine. She practices in the area of trusts and estates, probate litigation, and related tax matters. Prior to joining Jensen Baird, Ms. Goldsmith clerked for the Maine Supreme Judicial Court. She is admitted to practice in Maine and Massachusetts. Ms. Goldsmith earned her B.A. degree from Hamilton College and her J.D. degree, summa cum laude, from the University of Maine School of Law. She is on the Board of the Maine Estate Planning Council.
MILES C. HUNT is a partner at Epstein & O'Donovan, LLP, where he focuses his practice in estate planning, probate, and trust administration. Mr. Hunt is a member of the American Bar Association, Maine State Bar Association, Oxford County Bar Association, and the Maine Estate Planning Council. He has been very active in local non-profit organizations over the years. Mr. Hunt serves as the chairman on the Board of Directors for Androscoggin Home Care & Hospice. He is also co-chair of the Maine Probate Rules Committee. He earned his undergraduate degree from Dickinson College and his J.D. degree from the University of Maine School of Law.
JESSICA M. SCHERB is a member of Drummond Woodsum's trust and estate planning group, focusing her practice on the estate planning and estate and trust administration needs of clients, which include both individuals and business entities. She has been recognized by New England Super Lawyers as a Rising Star for her work in these areas. In her trust and estate practice, she prepares wills, trust instruments, intra-family agreements, pre- and post-nuptial agreements, financial powers of attorney, healthcare directives, guardianship and conservatorship documents, and all types of related documents. In addition to providing these comprehensive estate planning services, Ms. Scherb also represents both birth parents and adoptive parents in local and interstate adoptions. In her general business practice, she provides succession planning advice to business owners. Ms. Scherb earned her B.A. degree from the University of Pennsylvania and her J.D. degree, magna cum laude, from the University of Maine School of Law.
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