CLE
Tereina Stidd
Tereina Stidd American Academy of Estate Planning Attorneys (“AAEPA”)
Probate From Start to Finish What Every Attorney Should Know
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Premieres January 28, 1:00 PM ET/10:00 AM PT
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Probate From Start to Finish: What Every Attorney Should Know

Join Tereina Stidd, Director of Education for the American Academy of Estate Planning Attorneys, as she works her way through a typical probate proceeding. Tereina will provide a detailed overview of the probate process beginning with the initial paperwork required to start the proceedings and ending with obtaining the order of discharge. She will supply foundational knowledge and practical guidance for the estate administration process. Attendees will leave this presentation with a step-by-step understanding of probate which will include tips on avoiding pitfalls, settling the assets and debts, dealing with challenges and disputes, understanding the role that attorneys and courts play, the laws regulating probate, and best practices.

Topics covered include:
Wills, Trusts & Estates
Agenda:
  • Intestate versus Testate Proceedings
    • Requirements for a valid will
    • Serving as fiduciary
    • Marshaling the assets of the estate

  • Dealing with Creditors
    • Ascertaining the creditors of an estate
    • Providing notice to creditors
    • Payment of creditors
    • Release of claims

  • Distributions to Beneficiaries
    • Determining which individuals qualify as beneficiaries
    • Providing required information to beneficiaries
    • Giving timely notice
    • Interim and final distributions

  • Concluding the Proceedings
    • Accounting and inventory issues
    • Real property considerations
    • Taxes

  • Q&A (as time permits)
Read More ›
Duration of this webinar: 60 minutes
When: Premieres in 14 days | January 28, 2026 10:00 AM PT
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Speaker
Tereina Stidd
Tereina Stidd Director of Education
American Academy of Estate Planning Attorneys

Tereina Stidd spent over fifteen years in private practice, working in AM Law Top 100 and 200 firms, mid-sized firms, and boutiques. When the opportunity to join the American Academy of Estate Planning Attorneys (the “Academy”) presented itself, she jumped at it. The Academy is an organization dedicated to empowering attorneys from around the country to fulfill their potential through its tested systems, procedures, and workflows. Tereina knew that her broad range of practical experience would be invaluable in her role as the Director of Education at the Academy. Tereina spends her days helping Member firms resolve issues ranging from how best to structure an estate plan to determining which sections of the Internal Revenue Code will apply to a particular transaction to administering estates and trusts efficiently. The range of issues she addresses keep Tereina knowledgeable in all areas relating to Trusts and Estates and provide opportunities for growth, development, and collaboration between Tereina and Academy Members. Read More ›

Continuing Legal Education (CLE) Credits

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California CLE

Status: Approved

Credits: 1.00 General

Hawaii CLE

Status: Approved

Credits: 1.00 General

Illinois CLE

Status: Approved

Credits: 1.00 General

Missouri CLE

Status: Approved

Credits: 1.20 General

New Jersey CLE

Status: Approved

Credits: 1.20 General

North Carolina CLE

Status: Approved

Credits: 1.00 General

Ohio CLE

Status: Approved

Credits: 1.00 General

Pennsylvania CLE

Status: Approved

Credits: 1.00 Substantive Law, Practice, and Procedure

Texas CLE

Status: Approved

Credits: 1.00 General

West Virginia CLE

Status: Approved

Credits: 1.20 General


This presentation is approved for one hour of General CLE credit in California, one hour of General CLE credit in Hawaii, one hour of General CLE credit in Illinois, one hour of General CLE credit in Missouri, one hour of General CLE credit in North Carolina, one hour of General CLE credit in Ohio, one hour of Substantive Law, Practice, and Procedure CLE credit in Pennsylvania, and one hour of General CLE credit in West Virginia. This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. This course has been approved for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.00 credit hours.

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