Handling a Basic Probate 2022

Product ID: CA3286W
Presented By: State Bar of Wisconsin PINNACLE

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

Your probate primer

Although the pandemic has motivated some Americans to direct their focus to estate planning, 2 out of 3 people still don't have a will.1 For most who die without an estate plan, probate is inevitable. The burden of probate proceedings added to the grief of losing a loved one can create an overwhelming situation for families.

Handling a Basic Probate leads you through the probate process, giving you the knowledge to guide clients through one of life's most challenging times.

Read More ↓

Sponsored By

Interested in sponsoring this program? Find out more.

Select a Format

OnDemand seminar

Pricing

Member $269.00

Non-Member $349.00

Credits

6 CLE

Date and Time

Friday, March 11, 20228:30 AM - 3:15 PM CT

Add to Calendar 3/11/2022 8:30:00 AM 3/11/2022 3:15:00 PM America/Chicago Handling a Basic Probate 2022

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

Your probate primer

Although the pandemic has motivated some Americans to direct their focus to estate planning, 2 out of 3 people still don't have a will.1 For most who die without an estate plan, probate is inevitable. The burden of probate proceedings added to the grief of losing a loved one can create an overwhelming situation for families.

Handling a Basic Probate leads you through the probate process, giving you the knowledge to guide clients through one of life's most challenging times.

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No longer available, please choose from options above.

Maximum quantity must be less than or equal to 1.

Endorsed by the Young Lawyers Division of the State Bar of Wisconsin

Your probate primer

Although the pandemic has motivated some Americans to direct their focus to estate planning, 2 out of 3 people still don't have a will.1 For most who die without an estate plan, probate is inevitable. The burden of probate proceedings added to the grief of losing a loved one can create an overwhelming situation for families.

Handling a Basic Probate leads you through the probate process, giving you the knowledge to guide clients through one of life's most challenging times.

Read More ↓

Sponsored By

F. Brian McElligott
Law Offices of F. Brian McElligott
Wauwatosa

Thomas J. Kroll
Thomas J. Kroll Attorney at Law
Whitefish Bay

David P. Weller
Boardman & Clark, LLP
Madison

8:30 a.m. : Deciding on the Procedure/The Initial Interview and Gathering of Information

  • Client conference checklist
  • Summary procedures
  • Choosing formal or informal procedures
  • Transferring net-probate assets

David P. Weller

9:30 a.m. : Initiation of the Estate

  • Filing the petition/application
  • Notice requirements – who needs to know
  • Preparing a budget
  • Marshaling assets and preparing an inventory

F. Brian McElligott

10:00 a.m. : Break

10:25 a.m. : Claims Against the Estate

  • Requirements for a claim/giving notice to known creditors
  • Procedures for contest
  • Priority in an insolvent estate
  • Marital property issues

Thomas J. Kroll

10:55 a.m. : Estate Tax Returns

  • What assets to include and how to value them
  • Allowable deductions
  • Required attachments
  • Filing thresholds

Thomas J. Kroll

11:55 a.m. : Question and Answer

12:05 a.m. : Lunch (on your own)

1:15 p.m. : Income Tax Considerations

  • Decedent’s final return
  • Fiduciary income tax returns
  • Interplay with death tax

David P. Weller

2:15 p.m. : Final Accounting, Distribution and Closing the Estate

  • Final accounting valuations
  • Alternate methods for closing an administration
  • Timing of distributions
  • Handling distributions to minors and trusts
  • Filing the Statement to Close/Final judgment

F. Brian McElligott

3:05 p.m. : Question and Answer

3:15 p.m. : Program Concludes

Following program start times, webcast replay schedule may vary slightly from above listed times.

This is an encore presentation of the pre-recorded 2019 Handling a Basic Probate program. The March 11, 2022 presentation will include a live Q&A session with the presenters. All portions of this program for subsequent webcast dates will be prerecorded.

  • Receive a comprehensive overview of probate proceedings
  • Know what to do at every stage in the probate process
  • Understand income and inheritance tax implications
  • Learn which form of accounting is best to use
  • New attorneys starting out in probate
  • Established lawyers looking to add probate to their practice
  • Experienced probate attorneys seeking a refresher

YLD Discount!

Young Lawyers Division members receive a $20 discount on tuition.* Discount applied automatically upon log-in.

*Young Lawyers Division Members are State Bar member attorneys 36 years of age or younger, or within five years of admission to the State Bar of Wisconsin. If you've opted out of YLD, you will not receive this discount. The $20 discount only applies to the live webcast and webcast replays, not CLE OnDemand. YLD members with Ultimate Passes, other CLE passes, or PINNACLE discounts are not eligible for this discount.


Book Sale — Save 20%!

Wisconsin Probate System: Forms and Procedures Handbook

Save 20% on Wisconsin Probate System: Forms and Procedures Handbook. Plus, all seminar attendees receive a free two-week trial of the Books UnBound® version.* Find a comprehensive summary of Wisconsin probate law along with the tools to successfully and efficiently probate an estate.

Use discount code CA3286 when you order online or by calling (800) 728-7788.

*Discount applies to both print and digital Books UnBound® editions of this title and cannot be applied to previous purchases. Offer valid as long as CLE credit is available for this program. For Books UnBound users, discount may be applied to purchase of individual Books UnBound title only and may not be used on purchase of full library.

BYP

The Build Your Practice Series from State Bar of Wisconsin PINNACLE® introduces you to the fundamentals of various practice areas. Gain the tools and information you need to develop a new area of practice and expand your firm's offerings. Build Your Practice Series programs are endorsed by the State Bar's Young Lawyers Division.

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