Holiday Inn Golden Gateway
1500 Van Ness Avenue
San Francisco, CA 94109
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 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 program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).
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.
ALEXANDRA AYOUB is the owner of the Law Office of Alexandra M. Ayoub and practices in the areas of estate and wealth transfer planning with a focus on practical planning and administration. Ms. Ayoub primarily prepares estate plans (wills, trusts, and ancillary documents), administers trusts and probates estates. She is a member of the State Bar of California (Trusts and Estates Section), East Bay Trusts & Estates Lawyers (Board member, vice-chair of Estate Planning and Administration), and Alameda County Bar Association. Ms. Ayoub earned her B.A. degree, magna cum laude, from University of California, Berkeley, and her J.D. degree from University of California, Davis, School of Law. (San Francisco location)
PAUL LAMARTINA is an attorney with Greene Radovsky Maloney Share & Hennigh LLP. Mr. LaMartina focuses his practice on estate planning, trust, and probate administration. He guides individuals through probate and trust administrations to ensure they discharge their fiduciary liability effectively while working to minimize beneficiary disputes. Mr. LaMartina is a member of the Bar Association of San Francisco, State Bar of California and Bay Area Lawyers for Individual Freedoms. He earned his B.S. degree from St. Louis University, his J.D. degree from Santa Clara University, School of Law and his LL.M. (estate planning) from University of Miami. (San Francisco location)
DAVID Y. PARNALL is a senior attorney with Hartog Baer & Hand, where he practices in the areas of trust and estate litigation and administration. Mr. Parnall is a member of the Earl Warren American Inn of Court and has presented on issues such as attorney ethics and civility, cannabis, and the impact of race and privilege on criminal sentencing. He is admitted to practice before all federal and state courts in the state of California and is a member of the Trusts and Estates Section of the State Bar of California, the Alameda County and Contra Costa County bar associations, and the East Bay Trusts and Estates Lawyers. Mr. Parnall earned his B.A. degree, cum laude, from the University of California and his J.D. degree from the University of California, Davis School of Law. (San Francisco and San Jose locations)
LAUREN N. PEEBLES is an attorney with The Law Office of Lauren N. Peebles. Ms. Peebles has a diverse legal resume including asbestos litigation, landlord-tenant law, personal injury, criminal defense, and civil litigation. However, it was not until she was appointed as successor trustee of her late grandmother’s estate that she dedicated herself to estate planning and probate. Ms. Peebles received the Lawyers of Distinction award for estate planning (an award reserved for the top 10% of attorneys in the U.S.) in 2017. Ms. Peebles was accepted by Marquis Who’s Who, a network honoring individuals who have demonstrated leadership, excellence and longevity within their profession. She is admitted to practice law before all courts of the state of California. Ms. Peebles is a member of the State Bar of California Trusts & Estates Section, the California Association of Black Lawyers, Black Women Lawyers of Northern California, and the East Bay Trusts & Estate Lawyers. She serves on the Executive Committee of the Alameda County Bar Association’s (ACBA) Trust & Estate Section. She received her B.A. degree from the University of California at Berkeley and earned her J.D. degree from University of Oregon School of Law. (San Francisco location)
VANESSA J. SUNDIN is a senior attorney with Johnston, Kinney & Zulaica LLP, focusing in estate planning, trust administration, probate administration, tax law, real property law, and business law. Ms. Sundin received a double B.A. degree in English literature and German from California State University, Chico. Ms. Sundin received both her J.D. degree and LL.M. degree in taxation from Golden Gate University School of Law. Prior to attending law school, Ms. Sundin earned her Series 7 and worked in finance as a registered sales associate with A.G. Edwards and Sons, Inc. She is a member of the State Bar of California, Bar Association of San Francisco and the Butte County Bar Association. (San Francisco and San Jose locations)
MARILYN VARELA is a paralegal with the Law Office of Yvonne A. Ascher in Monterrey. Ms. Varela assists with all trusts and probate administrations. She received her paralegal certificate from Heald College. (San Jose location)