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Probate Boot Camp  

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training seminars by NBI Inc. NBI Inc.   

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This two-day, basic-to-intermediate level seminar is designed for: Attorneys, Accountants and CPAs, Enrolled Agents, Certified Financial Planners, Trust Officers/Administrators/Managers

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Seminar Summary:

Join your colleagues for two days of engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, the proper application of the portability exemption, and the most effective post-mortem planning tactics. (see full course description)

 

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Training Course Syllabus:


Probate Boot Camp

Learn from the Mistakes and Successes of Famous Probate Battles and Unique Wills
Take a day away from the office for an engaging probate seminar that blends entertainment and education. Our experienced attorney faculty will review the most highly-publicized, interesting and creative estate and probate solutions from Garcia’s cocktail napkin will to Zukerberg’s pre-IPO trust creation. Find out what estate planning tools work and how mistakes are made and corrected. Register today!

  • Review the laws of intestacy and identify red flags in administering an estate without a will.
  • Analyze the estate disputes disinheritance has stemmed.
  • Learn how to address the interests of step-children, former wives and first marriage children in probate.
  • Discover creative and outrageous conditional will and trust provisions.
  • Prevent unexpected tax liabilities and address unpaid taxes in planning and probate.
  • Uphold your professional reputation with an update on the Rules of Professional Conduct.
  • Hear the horror stories of egregious fiduciary abuse and learn how to prevent it.
  • Explore the complex estate planning questions raised in film and literature, and find the answers together.
 
  1. Intestate Estates
    9:00 - 9:40, Written by Douglas A. Fendrick. Presented by James J. Curry Jr. in Atlantic City and Douglas A. Fendrick in Cherry Hill.
    1. Florence Griffith-Joyner’s Missing Estate Planning Documents
    2. No Will - Jimi Hendrix, Anna Nicole Smith, Sonny Bono, etc.
  2. Failing to Update the Estate Plan
    9:40 - 10:20, Written by Douglas A. Fendrick. Presented by James J. Curry Jr. in Atlantic City and Douglas A. Fendrick in Cherry Hill.
    1. Pre- and Post-Nuptial Agreements
    2. Children from Previous Marriage
    3. Dennis Hopper’s Unfinalized Divorce
  3. Beneficiaries and Conditional Will/Trust Provisions
    10:35 - 11:15, Written by Douglas A. Fendrick. Presented by James J. Curry Jr. in Atlantic City and Douglas A. Fendrick in Cherry Hill.
    1. Bequests to Minors (Heath Ledger Estate)
    2. Unique Beneficiaries (Pet Trusts)
    3. Generation-Skipping Planning
  4. Will/Estate Contests
    11:15 - 11:55, Written by James J. Curry Jr. Presented by James J. Curry Jr. in Atlantic City and Michael Bonfrisco in Cherry Hill.
    1. Power of Attorney and Conservatorship Issues in Danny Tate’s Estate
    2. Tom Carvel’s Estate War
    3. Authenticating the Will - Ike Turner’s Estate
  5. Real Estate Issues in Probate
    12:55 - 1:35, Written by Eric A. Feldhake. Presented by Eric A. Feldhake in Atlantic City and Michael Bonfrisco in Cherry Hill.
    1. The Estate of Huguette Clark
  6. Legal Ethics
    1:35 - 2:35, Written by Eric A. Feldhake. Presented by Eric A. Feldhake in Atlantic City and Thomas D. Begley III in Cherry Hill.
    1. The Rules of Professional Conduct in Probate Practice
    2. Attorney Fees
    3. Who is Your Client?
  7. Choice of Personal Representative and Fiduciary Misconduct
    2:35 - 3:05, Written by Eric A. Feldhake. Presented by Eric A. Feldhake in Atlantic City and Thomas D. Begley III in Cherry Hill.
    1. The Chase Caro Case
    2. Involuntary Redistribution of Assets
  8. Celebrities Who’ve Done it Right
    3:20 - 3:50, Written by Michael Bonfrisco. Presented by Jane M. Fearn-Zimmer in Atlantic City and Michael Bonfrisco in Cherry Hill.
    1. Ray Charles
    2. Facebook Founders Saving on Gift Tax with Pre-IPO GRAT Creation
    3. Steve Jobs and Income Tax Planning
    4. Others
  9. Tax Planning Mistakes
    3:50 - 4:30, Written by Jane M. Fearn-Zimmer. Presented by Jane M. Fearn-Zimmer in Atlantic City and Thomas D. Begley III in Cherry Hill.
    1. The Estate of Al Davis, Principal Owner and General Manager of the Oakland Raiders (Estate Tax)
    2. Gift Tax (Nicolas Cage)
    3. GST Tax Planning

Seminar Summary:

Join your colleagues for two days of engaging discussion and legal analysis and get up to speed on the latest court rulings and tax rules, the proper application of the portability exemption, and the most effective post-mortem planning tactics. (see full course description)

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