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Live Webinar

100-minute live streaming program
  • December 9
  • 1:00 - 2:40 pm EST

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

December 9

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.

Learning Objectives

  • You will be able to define the tasks that must be accomplished in a probate proceeding and establish due dates.
  • You will be able to explain the action steps needed to probate an estate and create a checklist.
  • You will be able to identify the documents that must be filed with the court in connection with probate.
  • You will be able to recognize and resolve common problems that may arise in probate.

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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.

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 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

Live Webinar Registration

  • AIPB 2.0
     
  • This program is acceptable for 2.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
     
  • AL CLE 1.7
     
  • This course or a portion thereof has been approved by the Alabama State Mandatory Continuing Legal Education Commission for a maximum of 1.7 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 State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. 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, Inc. 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.
     
  • NH MCLE 1.7
     
  • NH MCLE does not approve or accredit CLE activities for the NH Minimum CLE requirement. Lorman Education Services believes this course meets the requirement of NH Supreme Court Rule 53 and may qualify for CLE credit(s). Program Length: 100 Minutes.
     
  • NJ CLE 2.0
     
  • This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit.
     
  • NV CLE 1.5
     
  • This program has been approved by the Nevada Board of Continuing Legal Education for 1.5 CLE hours.
     
  • 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, Inc. 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 2.0
     
  • This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 2.0 hours of CLE credit.
     
  • TN CLE 1.67
     
  • This program has been approved as a distance learning format by the Tennessee Commission on Continuing Legal Education for a maximum of 1.67 hours of credit.
     
  • VT CLE 1.5
     
  • This program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hours of CLE credit.
     
  • WA CLE 1.75
     
  • This program has been approved by the Washington State Board of Continuing Legal Education for 1.75 hours of Law & Legal Procedure credit.
     
  • WI CLE 2.0
     
  • This program has been approved by the Board of Bar Examiners for 2.0 hours for use toward the Wisconsin Mandatory CLE requirement.
     
  • WV MCLE 2.0
     
  • This program has been approved by the West Virginia State Bar MCLE Commission for 2.0 MCLE hours.
     
  • Enrolled Agents 2.0
     
  • This program qualifies for 2.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).
     
  • CPE 2.0 including Specialized Knowledge 2
     
  • Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: https://www.nasbaregistry.org/cpas/complaints. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.0 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Specialized Knowledge for 2.0 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     
  • Lorman Business Center, Inc. is a registered provider for CPA CPE through the State Education Department of New York, Sponsor number: 000640. The following course will carry the subject area of Specialized Knowledge and Applications for 2.0 hours.
     

Who should attend?

This live webinar is designed for accountants, CPAs, attorneys, controllers, CFOs, tax managers, tax preparers, finance directors, presidents, vice presidents, accounts payable professionals and bookkeepers, and enrolled agents.

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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.

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 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.

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Product ID: 406717
Published 2019
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