From Start to Finish: Mastering Probate Procedures and Best Practices
This course provides a comprehensive overview of the probate process, from the first steps to the closing of estates. It covers the legal requirements of probate administration, the duties of the personal representative, and ethical considerations. Additionally, it covers common mistakes made during the probate process and how to avoid them. The course also discusses the distribution of assets to minors, pretermitted spouses and children, and beneficiaries who receive means-based government benefits.
Key topics covered include: Probate process definitions First steps in the probate process Court filing process for probate Common mistakes in the probate process Duties of the personal representative in probate Executor selection in probate Bond requirement for probate Full probate administration requirement Information required in a probate petition Guides and handbooks for personal representatives in probate Compensation for personal representatives in probate Valuing assets in probate Creditor claims in probate Priority of creditors in probate Tax claims in probate Distribution of assets to minors, pretermitted spouses and children, and beneficiaries who receive means-based government benefits Closing of estates in probate Probate litigation process Ethical considerations in probate Fiduciary misconduct in probate Attorney fees in probate Importance of personal representatives acting in the best interest of beneficiaries.
Senior Counsel | Buchalter
Sandy Isaac is a Senior Counsel with Buchalter in the firm’s San Diego office with particular experience in estate planning, probate, trust administration, and conservatorships. Ms. Isaac is a Certified Specialist in Estate Planning, Trust & Probate Law by the State Bar of California Board of Legal Specialization. Only approximately five percent of California’s attorneys are certified as specialists by the State Bar. Ms. Isaac has ample experience in representing professional and nonprofessional fiduciaries, beneficiaries/heirs, and creditors with a variety of matters. When necessary, Ms. Isaac also represents clients in estate, trust, and conservatorship litigation. Ms. Isaac has served our Court as a court-appointed counsel and is a thought leader in our community, often speaking at public and privately held seminars on the importance of estate planning as well as other legal topics. While based in Southern California, Ms. Isaac’s practice is statewide throughout California. She has appeared in many Probate Courts throughout the state and has assisted numerous internationally based clients. In addition to practicing law, she is an Adjunct Professor at the University of San Diego in the area of Wills, Trust and Estates. She earned her B.A. degree from the University of California San Diego and her J.D. degree from the Thomas Jefferson School of Law. *Certified Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Specialization* Bar Admission: California Court Admissions: United States District Court for the Central District of California United States District Court for the Southern District of California
Podcast Host | LearnFormula
Nicole Pettes is a highly experienced podcast host known for her engaging interview style and ability to draw out the best in her guests. She has hosted a diverse range of podcasts and video interviews that explore a wide variety of topics. Currently, Nicole is a Video Podcast Host with Learn Formula, where she contributes to their professional education series. She also hosts the Anxious & Ambitious podcast, which explores personal growth and mental health, and co-hosts the Podcast Guesting For Profit, which helps entrepreneurs and podcasters succeed as podcast guests.
