Strategies for Representing Clients in Probate Court: Leading Lawyers on Handling Trusts and Estates Issues and Overcoming Challenges in the Probate Process (Inside the Minds) - Softcover

Multiple Authors

9780314285188: Strategies for Representing Clients in Probate Court: Leading Lawyers on Handling Trusts and Estates Issues and Overcoming Challenges in the Probate Process (Inside the Minds)

Softcover

ISBN 10: 0314285180 ISBN 13: 9780314285188

Publisher: Thomson Reuters Westlaw, 2012

Strategies for Representing Clients in Probate Court provides an authoritative, insider's perspective on successfully navigating the probate process. Featuring experienced partners from law firms across the nation, these experts guide the reader through the various responsibilities of probate court and the challenges that arise in administering estates. These top lawyers offer advice on identifying the deceased's assets, locating debtors, notifying creditors, and working with court officers and judges. Additionally, these experts discuss how the lawyer's role changes when serving as the personal representative of an estate. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this ever-changing area of law.

Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities.

Chapters Include:

1. Karen B. Lovell, Shareholder, Bernstein Shur Sawyer & Nelson PA - "Estate Administration Strategies: In and Outside of Probate Court"
2. Daniel Abbott, Member and Shareholder, Seltzer Caplan McMahon Vitek - "Contested Probate Court Proceedings: A Multidisciplinary Approach"
3. Cort A. Neimark, Shareholder, Fowler White Burnett PA - "Helping Your Clients Understand the Probate Process and Meeting Your Clients' Expectations"
4. Abby Wool Landon, Partner and Member, Estate and Legacy Planning Group, Williams Kastner - "Best Practices for Successful Probate Administration"
5. William R. Stiles, Shareholder, Dickinson Mackaman Tyler & Hagen PC - "The Lawyer's Role in a Successful Probate Proceeding"
6. Lisa M. Cukier, Partner and Executive Committee Member, Burns & Levinson LLP - "Lawyers' Differing Roles and Responsibilities in Assisting Clients Through Estate Administration and Probate Litigation"

Appendices Include:

Appendix A: Estate Intake Form
Appendix B: Outline of Typical Duties of a Personal Representative
Appendix C: Estate Administration Engagement Letter
Appendix D: Probate Files Checklist
Appendix E: Will Primary Document
Appendix F: Primary Test Document
Appendix G: Checklist for Gathering Information to Probate an Estate
Appendix H: Sample Affidavit Objections
Appendix I: Sample Opposition to Motion to Strike Appearance
Appendix J: Sample Notice of Appearance
Appendix K: Sample Memo in Support of Motion for Leave to Intervene

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