The Attorney’s Guide to Successful Probate
Jenna G. Schneider is an Associate at Keystone Law Group, P.C., with her primary focus on counseling trustees and executors in the administration of trusts and estates, respectively.
On-Demand: February 29, 2024
1.5 hour CLE
Tuition: $195.00
Co-Sponsored by myLawCLE
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Program Summary
During this seminar, estate administration will be discussed from inception through the ultimate distribution to heirs or beneficiaries. Specifically, initial documents and best practices will be discussed when opening probate as well as considerations for the different types of estate assets. Also, addressing debts of the estate and creditors’ claims will be covered as well as considerations for real property assets in California. The seminar will conclude with a discussion concerning court filings in the final stages of estate administration and best practices for estate distributions.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
- Key Documents used in estate administration
- Common misconceptions about probate
- Best practices for executors and administrators
Closed-captioning available
Speakers
Jenna Schneider | Keystone Law Group, P.C.
Jenna G. Schneider is an Associate at Keystone Law Group, P.C., with her primary focus on counseling trustees and executors in the administration of trusts and estates, respectively.
Prior to working at Keystone, Jenna worked in the nonprofit sector helping wealthy individuals incorporate charitable giving into their estate and income tax planning. She also has experience in trust and estate administration, estate planning and civil litigation. In advising Keystone’s clients, Jenna’s draws from her previous experience counseling and advising clients regarding revocable and irrevocable trusts, business succession planning, charitable gift planning as well as the various aspects of probate procedures and estate administration.
Agenda
I. Key Documents used in estate administration | 3:00pm – 3:30pm
II. Common misconceptions about probate | 3:30pm – 4:00pm
Break | 4:00pm – 4:10pm
III. Best practices for executors and administrators | 4:10pm – 4:40pm
Credits
Alaska
Approved for CLE Credits
1.5 General
Alabama
Pending CLE Approval
1.5 General
Arkansas
Approved for CLE Credits
1.5 General
Arizona
Approved for CLE Credits
1.5 General
California
Approved for CLE Credits
1.5 General
Colorado
Pending CLE Approval
1.5 General
Connecticut
Approved for CLE Credits
1.5 General
District of Columbia
No MCLE Required
1.5 General hours
Delaware
Pending CLE Approval
1.5 General
Florida
Approved for CLE Credits
1.5 General
Georgia
Approved for CLE Credits
1.5 General
Hawaii
Approved for CLE Credits
1.5 General
Iowa
Pending CLE Approval
1.5 General
Idaho
Pending CLE Approval
1.5 General
Illinois
Approved for Self-Study Credits
1.5 General
Indiana
Approved for Self-Study Credits
1.5 General
Kansas
Pending CLE Approval
1.5 General
Kentucky
Pending CLE Approval
1.5 General
Louisiana
Pending CLE Approval
1.5 General
Massachusetts
No MCLE Required
1.5 General
Maryland
No MCLE Required
1.5 General
Michigan
No MCLE Required
1.5 General
Minnesota
Approved for Self-Study Credits
1.5 General
Missouri
Approved for Self-Study Credits
1.8 General
Mississippi
Pending CLE Approval
1.5 General
Montana
Approved for Self-Study Credits
1.5 General
North Carolina
Pending CLE Approval
1.5 General
North Dakota
Approved for CLE Credits
1.5 General
Nebraska
Pending CLE Approval
1.5 General
New Hampshire
Approved for CLE Credits
90 General minutes
New Jersey
Approved for CLE Credits
1.8 General
New Mexico
Approved for Self-Study Credits
1.5 General
Nevada
Approved for Self-Study Credits
1.5 General
New York
Approved for CLE Credits
1.8 General
Ohio
Approved for Self-Study Credits
1.5 General
Oklahoma
Pending CLE Approval
2 General
Oregon
Pending CLE Approval
1.5 General
Pennsylvania
Approved for Self-Study Credits
1.5 General
Rhode Island
Pending CLE Approval
2 General
South Carolina
Pending CLE Approval
1.5 General
South Dakota
No MCLE Required
1.5 General
Tennessee
Approved for Self-Study Credits
1.5 General
Texas
Approved for Self-Study Credits
1.5 General
Utah
Pending CLE Approval
1.5 General
Virginia
Not Eligible
1.5 General Hours
Vermont
Approved for CLE Credits
1.5 General
Washington
Approved for Self-Study Credits
1.5 Law and Legal
Wisconsin
Approved for Self-Study Credits
1.5 General
Wyoming
Pending CLE Approval
1.5 General
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