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Best Practices in Filing and Preparing Inventory for Paralegals

A probate estate is nothing without its assets, which makes the preparing and filing of the probate inventory a key element to successful administration. The marshalling, preserving, protecting and valuation of the estate assets is the backbone in the probate and tax arenas. This OnDemand Webinar will cover all aspects of handling the estate's assets from the perspective of preparing and filing the inventory. It will cover a variety of topics from locating and classifying the assets to preparing and filing the inventory. This program will broadly address valuation issues and preparation of accountings. Failing to properly prepare and file an estate accounting can have state and federal tax consequences that reach beyond the probate court so it is important to understand how to properly conduct this part of the administration.


Runtime: 92 minutes
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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

Discovery of Estate Assets

  • Searching for Assets
  • Assets in Hands of Third-Parties

Classifying Assets

  • Personal vs. Real Property
  • Probate vs. Nonprobate
  • Joint Property/Tenancies
  • Retirement Assets

Valuation Issues

  • Types of Assets
  • Valuation Techniques

Preparing and Filing the Inventory

  • Time Frame
  • Statutory Requirements
  • Checklist

Accountings

  • Statutory Requirements
  • Timing and Preparation
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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

OnDemand Webinar

This course was last revised on August 13, 2012.

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

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

Audio & Reference Manual

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

MP3 Download

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

Lesley S. Hogan

Lesley S. Hogan

Buist Law

  • Partner at Buist Law and has practiced in Florida for more than 20 years
  • Focuses on the areas of tax and estate planning for individuals and succession planning for family businesses, probate and trust administration, probate and trust litigation, federal tax controversies and guardianship
  • Admitted to practice before the U.S. Supreme Court and the U.S. Tax Court
  • Member of the Florida Bar, where she has been appointed to the Probate Rules Committee; also serves on the Real Property, Probate and Trust Section's Estate and Tax Planning Committee
  • Member of the Palm Beach County Bar Association where she serves on the Estate and Probate Continuing Legal Education Committee and the Probate and Guardianship Practice Committee
  • Currently the First Vice-President of the East Coast Estate Planning Council and a board member of the West Palm Beach Library Foundation, where she volunteers on many committees
  • Adjunct faculty member of Palm Beach State College, where she teaches estate planning and probate administration and business law
  • Lectured nationally and locally for many different groups
  • J.D. degree, with honors, and LL. M. degree, University of Florida College of Law; M.A. degree, University of Victoria; Ed.S. degree, University of Florida College of Education; B.A. degree, Bishop's University
Christine M. Robbins

Christine M. Robbins

Akerman LLP

Christine Marie Robbins

" Attorney practicing in Butzel Long's Boca Raton, Florida office

" Concentrates her practice in the areas of estate planning and probate, trust and guardianship administration, and litigation

" Civil trial and appellate experience

" Frequent speaker on estate planning and administration issues

Member of the Taxation and Real Property, Estates and Trust Divisions of the American Bar Association; the Tax, Business Law, and Real Property, Probate and Trust Law Sections of the Florida Bar Association; the Young Lawyers Section of the Palm Beach County Bar Association; and the Florida Association of Lawyers

Member of the State Bars of Florida, New York, New Jersey and North Carolina

" B.A. degree in political science, Florida Atlantic University

" J.D. degree, Rutgers University School of Law, where she received the Pro Bono Award for her service to the community of Camden, New Jersey

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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: 389039
Published 2012, 2019
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