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OnDemand Course

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.

Runtime: 95 minutes
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Why Lorman?

Over 33 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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More Program Information

Why Lorman?

Over 33 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

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
     
  • 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.

OnDemand Course

Applications have not yet been submitted for Delaware, Idaho, Kentucky, Ohio, Oklahoma, South Carolina, and Wyoming CLE for this course. However, if you are interested in obtaining CLE for any of the listed states or have any additional credit questions please email us at [email protected] or call us at 866-352-9540.

This course was last revised on December 9, 2019.

Call 1-866-352-9540 for further credit information.

  • AK CLE 1.5
     
  • Alaska attorneys may receive 1.5 hours of continuing legal education for completing this program. Please contact the Alaska Bar Association or go to www.alaskabar.org for details regarding reciprocity with other states.
     
  • AL CLE 1.6
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.6 hours credit.
     
  • AR CLE 1.5
     
  • This course has been approved for 1.5 hours of CLE by the Arkansas CLE Board.
     
  • Arizona CLE 1.5
     
  • The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
     
  • CA MCLE 1.5
     
  • Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
     
  • CT CLE 1.5
     
  • Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.5 CLE credit(s).
     
  • HI CLE 1.5
     
  • This program was approved by the Hawaii State Board of Continuing Legal Education for 1.5 CLE credit hours.
     
  • IL CLE 1.5
     
  • This course was approved for a total of 1.5 hours of MCLE Credit by the Illinois MCLE Board.
     
  • ME CLE 1.5
     
  • This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.5 hours of CLE credit under M. Bar R. 12.
     
  • MT CLE 1.75
     
  • This program has been approved by the Montana Commission of Continuing Legal Education for a total of 1.75 CLE credits.
     
  • ND CLE 1.5
     
  • North Dakota CLE policy does not allow for pre-approval of any self-study courses. This course may qualify for up to 1.5 hours of CLE credit.
     
  • NH MCLE 1.6
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this Ondemand course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 94 Minutes.
     
  • NY CLE 2.0 including Areas of Professional Practice 2
     
  • This course has been approved in accordance with the requirements of the New York Continuing Legal Education Board for up to a maximum of 2.0 credit hours in the area(s) of Areas of Professional Practice for 2.00 hours. Each hour may be counted only as satisfying one category of credit. Duplicate credit for the same hour of instruction is not permitted. This course qualifies for both established and newly admitted attorneys. Lorman Business Center, LLC. has a financial hardship guideline. Please contact customer service at 1.866.352.9539 for instructions on how to apply.
     
  • PA CLE 1.5
     
  • This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.5 hours of substantive law, practice and procedure CLE credit.
     
  • RI CLE 1.5
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
     
  • VT CLE 1.5
     
  • This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 6 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
     
  • WA CLE 1.5
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
The CLE Code is ONLY a requirement when applying for CLE Credit in New York. Other states do not need to supply the CLE Code to apply for CLE credit.

To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.

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

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Why Lorman?

Over 33 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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Why Lorman?

Over 33 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.

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Product ID: 406717
Published 2019
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