Probate Administration

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!