Probate Education on “The Probate Nation”

I. Pre-Qualification Considerations

a.  Bonding the Executor
b.  Administration of Small Estates
c.  Finding Heirs of an Estate
d.  Last Will & Testament
e. Probate Avoidance Techniques – Good and Bad
f.  Funding the Revocable Trust
g. Unknown Heirs and Unclaimed Property (Virginia)

II.  Virginia Probate Offices

a. Alexandria Probate Office
b.  Fairfax County Probate Office [2015]
c.  Fairfax County Probate Office – Estate Qualification [2019]
d.  Fairfax County Probate Office – Common Situations [2019]
e.  Loudoun County Probate Office

III. Virginia Commissioners of Accounts

a. Alexandria Commissioner of Accounts
b. Arlington County Commissioner of Accounts
c. Fairfax County Commissioner of Accounts
d. Fauquier County Commissioner of Accounts
e. Frederick County Commissioner of Accounts
f. Loudoun County Commissioner of Accounts
g. Stafford County Commissioner of Accounts

IV.  Probate Office Filings

a. Notice to Beneficiaries and Affidavit of Notice

V.  Commissioner of Accounts Filings

a. Estate Inventory
b. Overview of Estate Accounting
c. Sample Estate Account
d. Virginia Estate Accounting Tax Affidavit

VI.  Marshaling, Gathering and Dealing With the Assets

a.  Marshaling the Assets
b.  Dealing with Bank Accounts
c.  Dealing with Digital Assets
d.  Dealing with Investment Accounts
e.  Dealing with Life Insurance
f.  Dealing with Real Estate (Generally)
g.  Dealing with Selling Real Estate – Virginia
h.  Dealing with Selling Real Estate – DC
i.  Dealing with Selling Real Estate – MD
j.  Dealing with Cash Buyers of Real Estate
k.  Tangible Personal Property (Overview)
l.  Tangible Personal Property – Valuation
m. Wrongful Death and Personal Injury Claims (Virginia)
n. Wrongful Death and Survival Claims (Virginia)(2019)
o. Wrongful Death and Survival Actions (Maryland)

VII.  Identifying and Dealing with Debt

a. Insolvent Estates

VIII.  Taxes

a. Initial Tax Considerations
b. Applying for the FEIN – Federal Employer Identification Number
c. Federal Estate Taxation – An Overview
d. The Income Tax Returns
e. Tax Basis of Estate Assets

IX.  Wrapping Up The Estate

a. Wrapping up the Estate
b. Virginia Estate Accounting Tax Affidavit

X.  Estate Administration Disputes

a. Overview of Common Estate Litigation
b. Is this a Will?
c. Mediation and Arbitration of Probate and Estate Disputes

XI.  Miscellaneous

a. Someone Dies at Home – Who do you call?
b. Planning a Funeral
c.  Charitable Giving
d.  Selling Inherited Real Estate (Virginia)

XII.  Metro DC Jurisdictions

a. Maryland – Overview of Maryland Probate
b. District of Columbia – Overview of DC Probate – Part 1
c. District of Columbia – Overview of DC Probate – Part 2