Attend my class at the Camarillo Health Care District:

The ABC’s of Estate Planning

A-Advanced Planning

B-Be in control of your assets

C-Cost Savings

Probate is a court proceeding with one major purpose, to transfer title to property passing from the decedent to those persons named in the decedent’s will or entitled to take under the laws of intestacy (when someone dies without a will).   Probate is costly, time-consuming, psychologically challenging and public.  With the proper tools, you can avoid Probate and prevent your loved ones from having to deal with emotionally painful property issues after your death.  With advanced planning, you can leave your loved ones a true legacy. Learn tips to select a trustee, avoid family conflicts and protect your assets.

UPCOMING CLASSES:

 

10/18 Thursday at 4:30, Camarillo Health Care District

Register by calling the  Camarillo Health Care District (805) 388-1952 or register online.

Handling Probate from Initial Notices through the Estate Closing

Date: Monday, August 13, 2018

Time: 8:30 AM – 4:40 PM

Location:  Wyndham Garden Ventura Pierpont Inn, 550 Sanjon Road, Ventura, CA 93001

This “a through z” guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice – register today!

  • Learn the procedure, rules and practical steps to effectively administer a probate.
  • Determine what form of administration is appropriate for a specific probate case.
  • Clarify the order of inheritance for an estate when there is no will.
  • Locate assets and obtain ownership documents more easily with a list of local and online resources.
  • Get a complete view of the sequence of events that must happen before the estate can be closed.
  • Identify common actions that trigger malpractice liability and get tips for staying in the clear.
  • Get practical advice for honoring or contesting all claims against the estate.
  • Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments.
  • Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.

Who Should Attend

This basic level seminar is designed for professionals who want to be more effective in handling the probate process, including:

  • Attorneys
  • Paralegals
  • CPAs and Accountants
  • Financial Planners and Wealth Managers
  • Tax Professionals
  • Trust Officers