Fundamentals of Probate Practice 2014: The Life of an Estate (Online Seminar)

MCLE Credits: 6.0
Ethics Credits Included: 1.0

MCLE Credit: 6.0 (Ethics: 1.0)
Live-Interactive Credit: 0.0
Price: $295.00 (Includes a downloadable audio version.)
Viewable Through: 7/31/2017


A pre-recorded streaming VIDEO replay of the entire July 2014 live seminar, Fundamentals of Probate Practice 2014: The Life of an Estate.

This comprehensive seminar will take you step by step through the process of administering an estate from the moment of death until the final accounting. You will learn the duties and responsibilities of serving as executor or administrator. The faculty will guide you through the administration process and provide you with samples of commonly used probate forms. Emphasis will be placed on handling a modest estate, including tips from practicing attorneys on problem areas such as: properly preparing the petitions and other documents; avoiding conflicts between the fiduciary and the beneficiaries; your role as attorney for the estate-handling challenges during administration (distributions and accounts); meeting deadlines in filing inventories, accounts, tax returns, and other documents; and getting paid for your services. Complete and concise, this seminar will be an excellent review for experienced estate administrators as well as a basic primer for any attorney asked to advise a client who has been named an executor or beneficiary in a will.

  • Learn the basics of the probate process with this step-by-step review
  • Learn which documents, inventories, and returns to file when and where
  • Become aware of the mandatory deadlines

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James P. Cox, III, MichieHamlett, PLLC / Charlottesville

James P. Cox, III, is a member of the firm of MichieHamlett. He has practiced with the firm since September, 1983. His areas of practice include estate planning and administration, real estate, and litigation and court proceedings relating to estate and real estate matters.

Mr. Cox received a B.A. summa cum laude from Duke University in 1980 and a J.D. from the University of Virginia in 1983. He is a member of the Virginia Bar Association, the Virginia State Bar, the Charlottesville-Albemarle Bar Association, the Duke University Estate Planning Council, the Central Virginia Estate Planning Council, and Phi Beta Kappa.

He is a Virginia Law Fellows and both a Committee member of Virginia CLE and the Virginia Law Foundation. He is former member of the Board of Governors of the Virginia Bar Association, a past Chairman of the Wills, Trusts and Estates Section of the Virginia Bar Association and is a member of the Legislative Committee of the Wills, Trusts and Estates Section of the Virginia Bar Association. He is a past President of the Charlottesville-Albemarle Bar Association and the current Chairman of the Real Estate Committee of the Charlottesville-Albemarle Bar Association.

He is a frequent lecturer in continuing legal education programs and since 1993 is the author of the annual supplements to the two-volume treatise, Harrison on Wills and Administration in Virginia and West Virginia, published by Lexis. He is the editor and contributing author to the Virginia CLE publication, Estate and Trust Administration in Virginia since it was first published in 1997, through its Fourth Edition published spring, 2013.

He is named in current edition of the Best Lawyers in America, in both Trusts and Estates and Real Estate Law and has been designated as a "Super Lawyer."

Mr. Cox has been an active participate in Community Services Housing, Inc., a nonprofit housing corporation which provides affordable low-income housing for mentally ill persons and/or disabled persons.

Robert L. Freed , Freed & Shepherd, PC / Richmond

Robert L. Freed received his Bachelor of Science in Accounting from Virginia Commonwealth University in 1969 and his J.D. from the Marshall Wythe School of Law, College of William & Mary in 1972 where he was a member of Law Review. He was awarded the Seidman Medallion for Studies in Federal Taxation. In 1973, he was admitted as a Certified Public Accountant in Virginia. Mr. Freed is admitted to the United States Tax Court, the United States Court of Appeals, Fourth Circuit, the United States District Court, Eastern District of Virginia, and all Virginia State Courts.

Mr. Freed was an adjunct Associate Professor of Law at T.C. Williams School of Law, University of Richmond (1978-1989), an adjunct Professor in Estate Planning and in Estate Taxation, Graduate Tax Program, and School of Business at Virginia Commonwealth University, and an Instructor on Advanced Business Tax Planning at American College. Mr. Freed is a frequent lecturer on estate planning and administration for: Annual V.C.U.-V.S.C.P.A. Tax Conference, Virginia Society of CPA's, Univ. of Richmond Estate Planning Seminar, and Virginia Continuing Legal Education, including The Douglas W. Conner 31st Annual Advanced Estate Planning and Administration Seminar (2010).

Mr. Freed is a member of the American College of Trust and Estate Counsel, the Virginia and American Bar Associations, the Virginia State Bar, the Richmond Estate Planning Council, and the University of Richmond Estate Planning Advisory Council.

Mr. Freed was named to The Best Lawyers in America (Woodward/White), one of the "Big Trouble Specialists" byRichmond Surroundings Magazine, one of Richmond's best estate planners by Richmond Magazine, one of Virginia's Elite Lawyers by Virginia Business, one of Virginia's Super Lawyers (top 5%) by Law and Politics and Richmond Magazine (2006, 2007, 2008), and 100 Top Estate Planning Attorneys by Worth Magazine.

John T. Midgett , Midgett & Preti PC / Virginia Beach

John Midgett's practice is concentrated in the related areas of estate planning, administration, and taxation, estate and fiduciary litigation and family business planning. He has previously spoken and written on various topics relating to estate planning, taxation, probate, elder law, and family businesses. In addition to his busy practice and speaking schedule, Mr. Midgett is actively involved in the Hampton Roads Estate Planning Council (President, 2010-2011), and the Duke University Estate Planning Council. He has served a Chair of the Trusts & Estates Section of the Virginia State Bar. He is currently serving as Secretary of the Trusts & Estates Section of the Virginia Bar Association. He is an AV-rated attorney as well and is included in the 2006-2014 Editions of The Best Lawyers in America®. He is a Fellow of the American College of Trust and Estate Counsel and has been designated as an Accredited Estate Planner ® by the National Association of Estate Planners & Councils.

Katherine E. Ramsey , Hunton & Williams LLP / Richmond

Katherine E. Ramsey is a partner at Hunton & Williams LLP in Richmond, Virginia. She earned a B.A. in International Studies from Virginia Tech and an M.S. in Management from Boston University. Since receiving her law degree from the University of Virginia School of Law in 1998, Ms. Ramsey has devoted her practice to advising clients in the areas of estate planning, estate administration, fiduciary litigation and charitable giving. She has been included annually among The Best Lawyers in America since 2006. Ms. Ramsey is the current Chair of the Virginia Bar Association's Section on Wills, Trusts and Estates. She is a Fellow of the American College of Trusts and Estates Counsel, and serves on its State Laws Committee. Since 2011, Ms. Ramsey has co-authored (with J. William Gray, Jr.) the University of Richmond Law Review's annual survey of wills, trusts and estates law. She is also a member of the Virginia Gift Planning Council (former director and officer ), Richmond Estate Planning Council and the Richmond Trust Administrators' Council.

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