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Decedent’s Final File: Actions Steps After a Client Passes Away

Gain a deeper understanding of the necessary action steps both before and after the petition for administration and the issuance of letters.Those who are required to probate an estate may find themselves missing key action steps or failing to accomplish tasks in a timely fashion. Law firms representing families of deceased clients will be called upon to guide and advise executors (also known as personal representatives) in meeting the fiduciary's responsibilities. This topic reviews the necessary action steps both before and after the petition for administration and the issuance of letters. The materials will include samples for creating a customized checklist of actions to be taken. Establishing a system for completing the necessary actions can eliminate errors, avoidable delay and missed deadlines.
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Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Initial Steps
  • Who to Contact
  • How to Obtain and Record Death Certificate
  • How to Deposit the Will
  • Determining Whether It Is Necessary to Open a Probate Estate
Probate Action Steps Before Letters of Administration Are Issued
  • Petition for Administration and Appointment of Executor
  • Proving the Will
Probate Action Steps After Letters of Administration Are Issued
  • Testate vs. Intestate
  • Formal vs. Summary
  • Notice of Administration and Notice of Trust
  • Notice to Creditors and Service on All Known Creditors
  • Establishing Deadlines
  • Tracking Progress
  • Assessing Creditors' Claims and Potential Objections
Special Issues
  • Elective Share / Pretermitted Spouse or Child
  • Any Minor Children
  • Homestead Determination
  • Filing of Tax Returns (1040, 1041, 706) and Related Tax Forms (56)
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Audio & Reference Manual

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.75
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • NY CLE 2.0
     
  • VT CLE 1.5
     
  • WA CLE 1.75
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

  • Arizona CLE 1.5
     
  • CA MCLE 1.5
     
  • CT CLE 1.5
     
  • HI CLE 1.5
     
  • IL CLE 1.5
     
  • ME CLE 1.5
     
  • MT CLE 1.75
     
  • NJ CLE 2.0
     
  • NV CLE 1.5
     
  • NY CLE 2.0
     
  • VT CLE 1.5
     
  • WA CLE 1.75
     
  • WV MCLE 2.0
     
The CLE Code is ONLY a requirement when applying for CLE Credit in California (for participatory credit), Kansas, New Jersey or New York. Other states do not need to supply the CLE Code to apply for CLE credit.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Jeffrey M. Gad

Jeffrey M. Gad

Johnson Pope Bokor Ruppel & Burns, LLP

  • Partner with Johnson Pope Bokor Ruppel & Burns, LLP
  • Focuses his practice on representing individuals emphasizing a broad range of probate, business and taxation related issues; his practice integrates the personal and estate tax planning concerns of individuals with tax and business planning for their closely-held businesses
  • As part of his corporate practice, he assists businesses with choice-of-entity planning, the formation of business entities, business contracts, such as the preparation, review and negotiation of operating agreements and shareholder agreements; in addition to his corporate practice, he has extensive experience in all aspects of probate and trust administration, including the preparation of estate tax returns
  • Experienced in probate, trust and guardianship litigation and appeals, including will and trust contests and cases involving capacity, undue influence, determination of beneficiaries, homestead challenges, powers of attorney, spousal elective share, estate claims, breach of fiduciary duty, and tortious interference with inheritance
  • Represents clients with IRS audits and investigations and has successfully resolved estate tax audits involving valuation issues raised by the use of family limited partnerships in estate planning
  • The Best Lawyers in America®, Since 2013, Listed in Florida for Trusts and Estates and Tax Law; Florida Trend’s Legal Elite, 2015–2019, Listed for Wills, Trusts & Estates Law; The Florida Bar, Tax and Real Property and Probate Sections, Member; Hillsborough County Bar Association, Real Property and Probate Division, Member; Congregation Kol Ami, Vice President and Member of Board of Trustees; Jewish National Fund of Tampa Bay, Board Member; JCRC of Tampa Bay, Former Committee Member; Hillsborough Education Foundation, Former School Enrichment Committee Member
  • LL.M. degree in taxation, New York University School of Law; J.D. degree, magna cum laude, Nova Southeastern University, Shepard Broad Law Center; B.S.B.A. degree, University of Florida
Natalie A. Roberts

Natalie A. Roberts

Johnson Pope Bokor Ruppel & Burns, LLP

  • Of counsel at Johnson Pope Bokor Ruppel & Burns, LLP
  • Practice emphasizes all aspects of tax law and estate planning
  • Conducts occasional seminars and workshops on such topics as divorce taxation, asset protection, and general issues in estate planning
  • Written articles and blogs related to the areas of tax law, business law and estate planning
  • Tampa Chamber of Commerce Leadership Tampa Class of 2018; Leadership Tampa Alumni, Women of Influence and Programming Committees; Estate Planning Council of Tampa Bay
  • Economic Club of Tampa; Florida Bar, Hillsborough County Bar Association, American Bar Association, and Minnesota State Bar Association: Tax, Probate, Trust and Estate Planning, and Solo/Small Firm sections; League of Exceptional Women, The Helen Gordon Davis Centre for Women; USF Women in Leadership and Philanthropy
  • J.D. degree; LL.M. degree in taxation, University of Florida Law School
  • Can be contacted at [email protected] or 813-225-2500
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Product ID: 406717
Published 2019
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