Related Practice: Estate Planning & Administration
Jenna Ichikawa and RoseMary Reed spoke at this KCBA CLE on November 13, 2014.
This comprehensive course covered what you need to know from opening a probate to closing a probate and everything in between.
This fast-paced agenda was a “nuts and bolts” program for new attorneys or attorneys who are new to probate administration and for attorneys who would like a refresher course.
The focus was on best practice types of issues with practical tips and guidelines for probate administration.
Topics covered included:
- Which Claims Are Covered under the Statutory Claims Procedure?
- What Assets are Subject to Creditor’s Claims?
- Basic Procedural Requirements for Giving Notice to Creditors.
- Claims—Form—Manner of presentation—Waiver of defects. RCW 11.40.070.
- Claims—Duty to allow or reject—Notice of petition to allow—Attorneys' fees–RCW 11.40.080.
- Non-Probate Creditor’s Claim Procedure.
- Why are there testamentary trusts in Wills?
- What can go wrong in funding testamentary trusts? What are the major pitfalls?
- When does funding testamentary trusts happen?
- Washington Statutes of Construction.
- Final Report and Petition for Distribution–Contents–RCW 11.76.030.
- Dealing with the Missing Beneficiary.
- The 5 W’s of Probate Accountings.
- And More!