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Seminar

Probate Procedure (228)

Register for this course:

The meeting times for this class are in the past. Please check here for additional meeting times.

Meeting Times:

Friday, September 13, 2024 10:30 AM - Friday, September 13, 2024 12:10 PM
The meeting time above is expressed in MOUNTAIN TIME, which is:
Eastern Time:
12:30 PM - 2:10 PM
Central Time:
11:30 AM - 1:10 PM
Pacific Time:
9:30 AM - 11:10 AM

Price:

This course is in the past and can no longer be purchased.

Location:

Internet Course - Live Streamed

Delivery Method:

Group Internet Based

Field of Study:

Specialized Knowledge - Technical (Personal Financial Planning)

CPA Credits:

2.0

IRS Credits:

2.0
(not for IRS credit)

Course Level:

Basic

Prerequisites:

None

General Description:

In this course, participants will learn about the probate procedure following a death, including the four major areas of probate, applicable laws, court requirements, and tax implications.

Learning Objectives:

After completing this course the participant will be able to:

  • Explain the four major areas of the probate process.
  • Identify and explain laws in place for the probate procedure.
  • Describe court rules in probate procedure.
  • Apply basic probate estate taxation to client cases.

Instructors:

Janine A. Guillen is a principal in her trusts and estates firm in Lone Tree, Colorado. Licensed in Colorado and New York, her practice focuses on generational wealth transfer planning and asset protection. She has taught for AES and CPE4U for more than five years and guest lectured at the University of Denver Sturm College of Law. Previously she was a partner in two law firms, one of which was nationally recognized in tax controversy work.

Related Courses:

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