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PROBATE




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

II. Virginia Probate Offices


a. Alexandria Probate Office b. Fairfax County Probate Office

c. 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. Inventory b. Overview of Estate Accounting c. Sample Estate Account

VI. Marshaling, Gathering and Dealing With the Assets

a. Marshaling the Assets b. Dealing with Specific Assets

  1. Bank Accounts
  2. Digital Assets
  3. Investment Accounts
  4. Life Insurance
  5. Mineral Rights
  6. Real Estate - Virginia
  7. Real Estate - DC
  8. Real Estate - MD
  9. Tangible Personal Property
  10. Wrongful Death and Personal Injury Claims (Virginia)

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

IX. Wrapping Up The Estate


a. Wrapping up the Estate

 

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

 

XII. Metro DC Jurisdictions

a. Maryland - Overview of Maryland Probate b. District of Columbia - Overview of District of Columbia Probate

GUARDIANSHIP AND CONSERVATORSHIP



I. Useful Documents That Everyone Should Have or Consider Executing


a. Durable Financial Power of Attorney
b.
Advance Directive for Healthcare/Advance Medical Directive/Advance Healthcare Directive

II. Considerations Before Filing For Conservatorship or Guardianship


a. Bonding the Conservator


III. Medical Considerations

a. Does Mom Have Dementia? b. Involuntary Commitment of Adults in Fairfax County

IV. Process to Obtain Adult Conservatorship and Guardianship In


a. Alexandria City
b. Arlington County
c. Fairfax County
d. Loudoun County
e. Prince William County
f. Stafford County

V. Guardianship of a Special Needs Child

a. Obtaining Guardianship of a Special Needs Child - Part 1 b. Obtaining Guardianship of a Special Needs Child - Part 2

VI. The Guardian ad Litem/GAL


a. In Adult Conservatorship and Guardianship Cases - Part 1
b. In Adult Conservatorship and Guardianship Cases - Part 2

VII. Commissioner of Accounts

VIII. Responsibilities of Conservator and Guardian


a. First 90 Days To Do List


IX. Care Management Considerations


a. Care Managers
b. The Caregiver Agency - Part 1
c. The Caregiver Agency - Part 2
c. Role of a Caregiver
d. Managing Dementia
e. Concierge Medicine for Seniors

X Funding Long Term Care (LTC) Costs

 
a. Qualifying for Adult LTC Medicaid in VA
b. Reverse Mortgages - An Overview
c. Reverse Mortgages - Strategies