Estate Planning, Trusts & Probate

Advanced Probate Skills for Paralegals: Marshalling and Managing Estate Assets

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
OnDemand
57 minutes
David Bawden
With David Bawden from Withers Bergman LLP
Recorded November 08, 2024.
Product ID 99421

Buy This Course

Course Includes
$119

OnDemand Video

Video Download

Course Book Download

OnDemand content will be available within 14 days of event date.

or
Upgrade to IPE Unlimited Pass and Get This Course
$69/month

Overview

Refine Your Estate Management Skills

To effectively deal with complex issues in marshaling and managing estate assets during probate, paralegals need specialized skills and knowledge. This practical legal course outlines top paralegal tactics in investigating financial accounts, recording complex assets, troubleshooting distributions, and staying organized throughout it all. Hone your skills - register today!

  • Identify and value unique assets, and learn how to handle niche markets and specialist appraisers.
  • Determine the true value of family businesses and ensure continuity during probate.
  • Come away with specialized knowledge of commercial real estate and property management.
  • Take a page out of forensic accounting book to improve your financial investigation acumen.
  • Resolve insolvency issues and gauge what constitutes reasonable expense in managing estate assets.

Abbreviated Agenda

  1. Investigating Financial Accounts and Unique Assets
  2. Inventory and Appraisal: Complex Reporting Issues
  3. Financial Management: Unusual Expenses and Estate Upkeep Issues
  4. Managing Assets Located in Different States or Countries
  5. Asset Title Issues
  6. Staying Organized: Best Practices

Related Topics

Product ID 99421

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Montana CLE Credit for Paralegals Approved 1 Total
New Mexico Paralegal Division, State Bar of Approved 1 Total
Texas State Bar of Paralegal Division Approved 1 Total
Select Jurisdiction
Paralegal

Agenda

All times are shown in

  1. Advanced Probate Skills for Paralegals: Marshalling and Managing Estate Assets

    1. Investigating Financial Accounts and Unique Assets
    2. Inventory and Appraisal: Complex Reporting Issues
    3. Financial Management: Unusual Expenses and Estate Upkeep Issues
    4. Managing Assets Located in Different States or Countries
    5. Asset Title Issues
    6. Staying Organized: Best Practices

Who Should Attend

This advanced level course outlines essential asset marshaling and managing skills in probate. Those who should attend include:

  • Paralegals and Paraprofessionals
  • Legal Assistants
  • Legal Staff

Speakers

David Bawden
David
Bawden
Withers Bergman LLP
Speaker bio
David Bawden

David Bawden

Withers Bergman LLP
David Bawden

is a senior paralegal at the international law firm of Withers Bergman LLP, which focuses on representing successful individuals, their families and their philanthropies. With over 18 years of experience, he leads Withers Bergman's California paralegals team, has previously presented at five seminars regarding probate administration, and is widely known as an outstanding contributor to the trusts and estates section listserv at the Los Angeles County Bar Association. Mr. Bawden handles all aspects of trust and estate administration and accounting, gift and estate tax return preparation, real property and property tax, oil, gas and mineral law, nonprofit and for profit entity formation, compliance and dissolution, and drafting of wills, trusts and ancillary documents. He received his bachelor's degree in mathematics from the University of California, Riverside.

View full profile

Top FAQs

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time.

With each course, you will receive access to the content via OnDemand Streaming and the Video Download.

Course reference materials are included with each course purchase in a downloadable PDF format.
How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-793-5274.
Do you have options for attendees who are deaf or hard of hearing?

Closed captioning is available for all online live courses. Attendees may enable the closed captioning functionality within the event room once they have accessed the event by simply clicking the "cc" button in the lower right of the event room.
Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. Please call out Customer Service Department to inquire about savings for your team at 800-793-5274.
When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.

If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.

Have more questions? Please Contact Us