Strategies for Representing Clients in Probate Court

Strategies for Representing Clients in Probate Court provides an authoritative, insider's perspective on successfully navigating the probate process. Featuring experienced partners from law firms across the nation, these experts guide the reader through the various responsibilities of probate court and the challenges that arise in administering estates. These top lawyers offer advice on identifying the deceased's assets, locating debtors, notifying creditors, and working with court officers and judges. Additionally, these experts discuss how the lawyer's role changes when serving as the personal representative of an estate. The different niches represented and the breadth of perspectives presented enable readers to get inside some of the great legal minds of today, as these experienced lawyers offer up their thoughts on the keys to success within this ever-changing area of law. Inside the Minds provides readers with proven business and legal intelligence from leading C-Level executives and lawyers. Each chapter offers thought leadership and expert analysis on an industry, profession, or topic, providing a future-oriented perspective and proven strategies for success. Each author has been selected based on their experience and C-Level standing within the business and legal communities. Chapters 1. Karen B. Lovell, Shareholder, Bernstein Shur Sawyer & Nelson PA - "Estate Administration In and Outside of Probate Court"

2. Daniel Abbott, Member and Shareholder, Seltzer Caplan McMahon Vitek - "Contested Probate Court A Multidisciplinary Approach"

3. Cort A. Neimark, Shareholder, Fowler White Burnett PA - "Helping Your Clients Understand the Probate Process and Meeting Your Clients' Expectations"

4. Abby Wool Landon, Partner and Member, Estate and Legacy Planning Group, Williams Kastner - "Best Practices for Successful Probate Administration"

5. William R. Stiles, Shareholder, Dickinson Mackaman Tyler & Hagen PC - "The Lawyer's Role in a Successful Probate Proceeding"

6. Lisa M. Cukier, Partner and Executive Committee Member, Burns & Levinson LLP - "Lawyers' Differing Roles and Responsibilities in Assisting Clients Through Estate Administration and Probate Litigation" Appendices Appendix Estate Intake Form

Appendix Outline of Typical Duties of a Personal Representative

Appendix Estate Administration Engagement Letter

Appendix Probate Files Checklist

Appendix Will Primary Document

Appendix Primary Test Document

Appendix Checklist for Gathering Information to Probate an Estate

Appendix Sample Affidavit Objections

Appendix Sample Opposition to Motion to Strike Appearance

Appendix Sample Notice of Appearance

Appendix Sample Memo in Support of Motion for Leave to Intervene