The probate landscape is evolving rapidly, bringing new challenges—and new opportunities—for surety professionals. From shifting demographics and increased estate litigation to digital assets, artificial intelligence, and conservatorship reform, probate bonds are becoming more complex and increasingly important.
Join us for this NASBP Virtual Seminar where Connie Boudreau of Liberty Mutual and Jack Richards of Krebs Farley provide surety professionals with a practical understanding of probate bonds, including the roles and responsibilities of fiduciaries, the legal frameworks that govern probate proceedings, and the claims and defenses that frequently arise in probate bond matters. Participants will examine significant court decisions addressing standing, statutes of limitations, and fiduciary misconduct, while gaining insight into how probate laws differ across jurisdictions.
The session also explores emerging trends shaping the future of probate practice, including declining estate planning rates, the impending transfer of wealth among generations, the growing use of conservatorships, and the challenges presented by digital assets such as cryptocurrency, email accounts, and other online property. Attendees will learn how recent legislative reforms and technological developments may affect fiduciary responsibilities, probate administration, and the underwriting and handling of probate bonds.
Whether you are new to probate bonds or an experienced surety professional seeking to stay current on legal and market developments, this seminar will equip you with practical knowledge and valuable insights to navigate this increasingly dynamic area of surety practice.
