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 recognize the initial action steps to take after a client passes away
- You will be able to identify probate action steps before Letters of Administration are issued
- You will be able to identify probate action steps after Letters of Administration are issued
- You will be able to recognize the actions needed for Special issues
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Why Lorman?
Over 37 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 37 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
OnDemand Course
This course was last reviewed on September 13, 2023.
Call 1-866-352-9540 for further credit information.
CPE/NASBA - QAS Self Study 2.5 including Specialized Knowledge 2.5
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a QAS Self Study 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: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 2.5 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 2.5 hours. Prerequisite: basic knowledge of general accounting. Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: QAS Self Study. Please refer to the information in this advertisement 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.
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Why Lorman?
Over 37 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
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
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; and USF Women in Leadership and Philanthropy
- J.D. degree; LL.M. degree in taxation, University of Florida Law School
- Can be contacted at 813-225-2500 or [email protected]
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Over 37 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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