Master the essential steps of estate administration and unfreeze assets with confidence.
In this session, we'll walk through the probate process using real-life scenarios, covering key steps from filing to distribution, common pitfalls, and practical tips to navigate court and client challenges.
Attendees will leave with a clear roadmap for guiding clients through probate from start to finish.
The course provides a practical framework for navigating the probate process in New York, focusing on the identification and classification of assets into trusts, beneficiary designations, and probate-bound estates. It details the three primary phases of estate administration, including the appointment of a fiduciary, the management of liabilities, and the final accounting and distribution of assets.
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The NYS Academy of Trial Lawyers is the largest statewide trial bar in the US with 5,700+ lawyer and judge members. We are committed to protecting, preserving and enhancing the civil justice system. Our highly acclaimed CLE programming features extraordinary presenters covering the most timely and important topics.
Managing Partner at Miller & Miller Law Group, PLLC
Daniel is the managing partner at Miller & Miller Law Group, PLLC. He graduated cum laude from the University of Delaware and received his Juris Doctorate from the Sandra Day O'Connor College of Law at Arizona State University. He has spoken at CLE events for the New York State Bar Association, Brooklyn Bar Association, and the Metropolitan Black Bar Association. He is the Chair of the Elder Law Committee for the Brooklyn Bar Association, and on the Executive Committee for the Elder Law Section for the New York State Bar Association. Outside the office, Daniel is kept busy running after his two little daughters and acting as armchair quarterback for the New York Jets.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
