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Event Details

March 22, 2013
MBA Presents
The Probate Process from Start to Finish

Location:

Time:
Location: Milwaukee Bar Association

Time:
Registration - 8:30 AM - 9:00 AM
Breakfast - 8:30 AM - 9:00 AM
Lunch - 11:45 AM - 12:30 PM
Presentation - 12:30 PM - 4:00 PM

Presenters: Thomas J. Kroll, Thomas J. Kroll Attorney at Law / F. Brian McElligott, Law Offices of Attorney F. Brian McElligott / Michael D. Sanger, Michael D Sanger Law Office

Credit: 8 CLE credit(s)

Available Via Live MBA Web Cast - CLICK HERE
TO VIEW THE CLE VIA WEB CAST PLEASE CLICK ON THE LINK IN RED ABOVE

TO REGISTER TO ATTEND IN PERSON PLEASE CONTINUE BELOW


AGENDA

8:30 - 9:00 a.m.
Registration / Continental Breakfast

9:00 - 10:00 a.m.
Taking the First Step: Filing an Estate in Probate Court Small Estate 
What is it and How to File / Regular Estate / The Estate Timetable – What you Need to Know Proving the Will / Challenging the Will 
Michael D. Sanger

10:00 - 10:45 a.m.
Understanding the Role of the Personal Representative in Probate 
Duties of the Personal Representative / Misconduct and /or Removal / Compensation Guidelines / Special Administration Issues
Thomas J. Kroll & F. Brian McElligott


10:45 - 11:00 a.m.  Break      

11:00 - 11:45 a.m.
Managing the Inventory 
Statutory Requirements and How They Affect Your Case  / Notice to Creditors, Beneficiaries and State Agencies - What is required / Collecting, Maintaining and Managing Assets / Inventory Problems
Thomas J. Kroll & F Brian McElligott


11:45 - 12:30 p.m.
Administering the Estate Effectively
How to Respond to Creditors’ Claims / Insolvency / Managing the Estate Cash Responsibly / Disclaimers / Partial Distributions
F. Brian McElligott

12:30 - 1:00 p.m.  LUNCH (will be provided)

1:00 - 1:50 p.m.
Maintaining an Ethical Balance in Probate Practice 
Performing Competent Legal Services / Identifying the Client / Avoiding Conflicts of Interest / Distinguishing between Privileged and Non-Privileged Communication / Establishing Reasonable Attorneys’ Fee
Thomas J. Kroll & F Brian McElligott

1:50 - 2:45 p.m.
Determining if Spouse’s Elective Share is a Reasonable Option
Homestead Allowance / How to Determine the Effective Share Estate / What are Spousal Rights and Personality? / Rights to Election / Step-by-Step Procedure / How to Satisfy the Elective Share 
Thomas J. Kroll  
2:45 - 3:00 p.m. Break  

3:00 - 3:15 p.m.
Uncovering the Laws of Intestacy and How They May Apply
F. Brian McElligott
3:15 - 4:00 p.m.
Litigating the Case in Probate Court
Explanation of Rules of Probate Procedure / Declaratory Judgment / How to Conduct Discovery / What to do on Appeal
Thomas J. Kroll & F. Brian McElligott

4:00 - 4:40 p.m.
Putting the Case to Rest: Closing the Estate
Final Accounting / Distribution of Estate to Beneficiaries  / Discharge of Fiduciary / Tax Returns – What Need to be Filed and When 
Thomas J. Kroll & F. Brian McElligott




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