Don C. St. Peter to present at National Business Institute

Don St. Peter has been asked by the National Business Institute (NBI) to present at their seminar, The Probate Process From Start to Finish. Don will be drafting materials for the following sections: Managing the Inventory and Administering the Estate Effectively, Determining if Spouse’s Elective Share is a Reasonable Option; Litigating the Case in Probate Court; and Putting the Case to Rest: Closing the Estate. He will present in both Great Falls and Missoula, Montana. This Continuing Legal Education (CLE) eligible seminar is recommended for attorneys and paralegals as well as financial planners.

The Probate Process From Start to Finish

March 20, 2017 in Billings, Montana
Best Western Plus Kelly Inn & Suites

March 21, 2017 in Missoula, Montana
Doubletree Hotel Edgewater

March 22, 2017 in Great Falls, Montana
Hampton Inn Great Falls

The course is held from 8:30 am – 4:40 pm at each location.

You can register for this course online at www.nbi-sems.com or call (800) 930-6182. Event ID 74555.

 

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Services offered by St. Peter Law Offices.

Program Description

Your Fundamental Guide to Probate

So your client wants you to handle a probate case – do you know where to start? Do you know the proper procedures to use, as well as the law? At this seminar, our experienced faculty will give you detailed, step-by-step information to confidently and ably navigate the system. Gain the confidence you need to reach a favorable outcome for your client when litigating in probate court. Enroll today!

• Get a step-by-step walkthrough of a probate case complete with practice tips from seasoned practitioners.
• Implement a complete estate timetable in order to know what needs to be done – and when.
• Effectively guide the executor and the administrator through their various duties.
• Know the secrets to confidently handling a spouse’s elective share.
• Get results for your client! Explore successful strategies for litigating in probate court.
• Follow thorough closing procedures so accounting is complete before distribution takes place.

Who Should Attend

This basic level seminar will provide those who have limited probate experience with tips on successfully handling a probate case. This comprehensive seminar will benefit:

• Attorneys
• Paralegals
• Accountants
• Trust officers
• Financial planners
• Estate planners

Course Content

1. Taking the First Step: Filing an Estate in Probate Court
2. Understanding the Role of the Personal Representative in Probate
3. Managing the Inventory and Administering the Estate Effectively
4. Determining if Spouse’s Elective Share is a Reasonable Option
5. Litigating the Case in Probate Court
6. Putting the Case to Rest: Closing the Estate

Continuing Education Credit

Continuing Legal Education – CLE: 6.50

Financial Planners – Financial Planners: 8.00

International Association for Continuing Education Training – IACET: 0.70

Montana CLE Credit for Paralegals – Montana CLE Credit for Paralegals: 6.50

National Association of Legal Assistants, Inc. – NALA: 6.50

National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *

National Federation of Paralegal Associations, Inc. – NFPA

Professional Achievement in Continuing Education – PACE: 8.00 *

* denotes specialty credits