Essential Strategies in Estate Planning, Probate, and Guardianship (On-Demand)

Course Description

This course will provide an in-depth overview of essential strategies and key considerations in Florida estate planning, probate administration, and guardianship law. We will explore how to structure effective estate plans to avoid common pitfalls, navigate the probate process efficiently, and address the legal and practical challenges that arise in guardianship cases. The course will also address common challenges in probate administration and guardianship proceedings, including protecting vulnerable individuals and preserving family assets. This program is designed to equip attorneys, paralegals, and allied professionals with practical knowledge and actionable tools they can apply in their practices.

Syllabus

1. Overview of Florida probate administration: process and timelines
2. Key actions, documents, and steps required in probate cases
3. Estate planning tools under Florida law: wills, trusts, durable powers of attorney, advance directives
4. Florida guardianship law: initiating proceedings, roles and duties of the guardian, and required court oversight
5. Strategies for protecting the interests of incapacitated persons and heirs