EBTEL Probate Boot Camp
Daniel Newbold, Co-Chair of the Trusts and Estates practice, will be speaking on Friday, September 14, 2024 at the EBTEL Probate Camp. He will be speaking on Intestacy, Proving Wills, Jurisdiction and Venue.
This all-day workshop will focus on the basics of the administration of a decedent’s estate. The program is intended for attorneys who are new to the field of estates and trusts, as well as fiduciaries and paralegals new to probate. Extensive materials will be provided, including sample forms and other reference materials. Leading practitioners and professionals in this field will cover a broad range of topics, with an orientation toward acquiring practical knowledge.
Speakers:
Nancy Fujikawa, Roisman Henel & Adams LLP
Alternatives to Probate
Daniel Newbold, Donahue Fitzgerald LLP
Intestacy, Proving Wills, Jurisdiction and Venue
Alexandra Ayoub, Ayoub & Dodson LLP
Petition for Probate, Notice
Dan Phillips, Bond Services of California, LLC
Travis Neal, Hartog, Baer, Zabronsky
Bond, Initial Hearing, Letters, Initial Duties of Personal Representative
Nicole Ramos Takemoto, Candelaria LLP
Alyssa Daatio, Candelaria LLP
IAEA Authority, Notice of Proposed Action, Selling Assets
Lee Kaster, Law Offices of Lee L. Kaster, P.C.
Inventory &Appraisal, Preliminary Distributions
Kyle Haas, Fiduciary Accounting Services, LLC
Lauren Disston, Conradi Disston LLP
Accountings, Waiver of Account
Jon Vaught, Vaught & Boutris
Tax: Income, Gift, Estate, and Property
Mark Schmuck, Staff Attorney, Contra Costa County Superior Court, Probate Department
Petition for Final Distribution, Attorney Fees, Extraordinary Fees, Fee Splitting, Illiquid Estates, Holding Real Property, Receipts, Discharge
Organization
Continuing Education
MCLE: 7 hours
Speakers
Additional Speakers
Nancy Fujikawa
Roisman Henel& Adams LLP
Alexandra Ayoub
Ayoub & Dodson LLP
Dan Phillips
BondServicesof California, LLC
Travis Neal
Hartog, Baer, Zabronsky
Nicole Ramos Takemoto
Candelaria LLP
Alyssa Daatio
Candelaria LLP
Lee Kaster
Law Offices of Lee L. Kaster, P.C.
Kyle Haas
Fiduciary Accounting Services, LLC
Lauren Disston
Conradi Disston LLP
Jon Vaught
Vaught & Boutris
Mark Schmuck
Contra Costa County Superior Court, Probate Department