Trusts, Estates & Probate

4.24

Puzzling Over Probate Assets

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 55 minutes
William Hayes
Terrence Benshoof
Molly Considine
Diane Kiepe
Morgan Maul
With William R. Hayes from Hayes & Wilson, PLLC + 4 others
Recorded April 21, 2025
Product ID 100191

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Overview

Improve Your Skills From Inventory to Distribution

Effective estate administration is a bit like a jigsaw puzzle where the final image is the decedent's intent for final distribution. Its completion is impossible without thoroughly understanding the unique nature of assets comprising each estate. This detailed CLE course outlines the rules and procedures of marshalling, managing, and distributing assets in probate. It also offers a deeper look into real property, digital assets, IRAs, and family business assets. Whether you're advising personal representatives or administering the estate yourself, this course will give you the tools you need. Register today!

  • Ensure all assets are accounted for andĀ improve your initial questionnaire.
  • Determine accurate value of assets and lay solid ground for the final account with thorough inventory.
  • Get tips from the pros for selling, managing, and transferring estate assets.
  • Learn how to identify, access, and appraise digital assets.
  • Tackle top tax reporting issues in probate.
  • Discuss issues pertaining to real estate, retirement accounts, and family businesses in probate.

Abbreviated Agenda

  1. Beneficiary Accounts: Life Insurance and IRAs
  2. Real Estate Riddles: Untangling Titles, Liens, Homestead, Income-Producing Property, and Sale of Property
  3. Management, Sale, and Distribution Conundrums
  4. The Tax Tangle: Basis, Returns, and Deductions
  5. Digital Assets: Decrypting the New Frontier
  6. The Treasure Hunt: Discovering and Marshalling Asset
  7. Inventory and Valuation: Piecing Together the Final Accounting Jigsaw From the Outset
  8. Family Business in Probate

Related Topics

Product ID 100191

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Alabama CLE Approved 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Carolina CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Beneficiary Accounts: Life Insurance and IRAs

    1. Common Beneficiary Designation Issues
    2. IRA Required Minimum Distribution Rules in Practice
    3. Tax Implications of Distributions

  2. Real Estate Riddles: Untangling Titles, Liens, Homestead, Income-Producing Property, and Sale of Property

    1. Titles and Liens
    2. Homestead Issues
    3. Income-Producing Property
    4. Sale of Real Property in Probate

  3. Management, Sale, and Distribution Conundrums

    1. Expenses and Claims Against the Estate
    2. Sale of Property
    3. Balancing the Final Account
    4. Determining Distributions Amount and Timing

  4. The Tax Tangle: Basis, Returns, and Deductions

    1. Tax Basis of Assets
    2. Decedent and Fiduciary Tax Returns and Determining Tax Year
    3. Estate/Gift/GST and Charity Tax Essentials
    4. Exclusions and Deductions

  5. Digital Assets: Decrypting the New Frontier

    1. Identifying Online Assets (Online Brokerage Accounts, Cryptocurrencies and Digital Wallets, Online Stores, Audiovisual Media, Social Media Channels With Income Streams)
    2. Uniform Fiduciary Access to Digital Assets Act (UFADAA)
    3. IP Rights and Licensing
    4. Valuation and Sale of Digital Assets

  6. The Treasure Hunt: Discovering and Marshalling Asset

    1. Following the Paper Trail and Locating Assets
    2. Client Asset Questionnaire (With Sample Forms)
    3. Survivorship Issues in Community Property States
    4. Getting Letters of Authority and Obtaining a Tax ID

  7. Inventory and Valuation: Piecing Together the Final Accounting Jigsaw From the Outset

    1. Organization of the Inventory Record
    2. Methods of Valuation for Stocks and Other Unique Assets

  8. Family Business in Probate

    1. How Much Is the Business Worth?
    2. Ensuring Business Continuity: What Are the PR Duties?
    3. Business Succession Plans: Operating Agreements vs. Estate Planning Documents
    4. Third-Party Interests

Who Should Attend

This legal guide to probate assets is designed for attorneys. It will also benefit accountants, executors, trust officers, paralegals, and other professionals.

Speakers

William R Hayes
William R.
Hayes
Hayes & Wilson, PLLC
Terrence J Benshoof
Terrence J.
Benshoof
Calabrese Associates, P.C.
Molly S Considine
Molly S.
Considine
Patten, Peterman, Bekkedahl & Green, PLLC
Diane J Kiepe
Diane J.
Kiepe
Douglas Eden, P.S.
Morgan Maul
Morgan
Maul
The Maul Law Group, PLLC
Speaker bio
William R Hayes

William R. Hayes

Hayes & Wilson, PLLC
William Hayes

is a partner in the law firm of Hayes & Wilson, PLLC. He is a frequent speaker on estate planning, wills and trusts, probate, charitable gifting, disability planning, elder law and Medicaid. Mr. Hayes has served the Houston Bar Association as co-chair of the Elder Law Committee, and chair of the Fee Dispute Committee for which he was honored with the HBA Presidents Award. He is board-certified in estate planning and probate by the Texas Board of Legal Specialization. Mr. Hayes is a member of the State Bar of Texas, Houston Estate and Financial Forum, Houston Business and Estate Planning Council, Attorneys in Tax and Probate, and Disability and Elder Law Attorneys Association. He earned his B.B.A. and J.D. degrees from the Southern Methodist University.

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Speaker bio
Terrence J Benshoof

Terrence J. Benshoof

Calabrese Associates, P.C.
Terrence Benshoof

holds a J.D. degree and a Master of Law in taxation from De Paul University. He has over 50 years of experience in a variety of family, taxation and business law areas. Mr. Benshoof is of counsel to the firm of Calabrese Associates, P.C. in Warrenville, Illinois. As a practitioner, he has focused in the family law area, on matters concerning divorce actions involving military spouses, military pay and benefit issues, retired pay division, and application of the Service Members Civil Relief Act. Mr. Benshoof has lectured on these topics to the Chicago, DuPage and Will County bar associations in Illinois, and for National Business Institute in local and national webcast seminars. He also practices in the area of general taxation, business tax planning, trusts and estates, real estate, and commercial litigation. Mr. Benshoof has published numerous articles on military issues in family law and on property taxation. A retired Lieutenant Colonel in the Army Reserve, Judge Advocate General's Corps, he served as National Judge Advocate (general counsel) for the 45,000 member Reserve Organization of America, and has served on its Board of Directors for five years. Mr. Benshoof served as Referendary General (chief judge of the Tribunal) of the Sovereign Military Order of the Temple of Jerusalem for eight years. He also serves as vice president of the Board of Directors of the Midwest Shelter for Homeless Veterans in Wheaton, Illinois.

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Speaker bio
Molly S Considine

Molly S. Considine

Patten, Peterman, Bekkedahl & Green, PLLC
Molly Considine

is an attorney with Patten, Peterman, Bekkedahl & Green, P.L.L.C. Her practice focuses on debtor's bankruptcy, guardianship and conservatorships, estate planning, and estate and trust administration. Ms. Considine earned her B.S. degree from The University of Montana and her J.D. degree from Hamline University School of Law, now known as Mitchell Hamline School of Law. She is a member of the State Bar of Montana (Business, Estates, Trust, Tax and Real Estate Section), the American Bar Association (Real Property, Trusts and Estate Section), the State Bar of North Dakota, and the State Bar of Montana. Ms. Considine is admitted to practice in Montana, North Dakota and Wyoming.

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Speaker bio
Diane J Kiepe

Diane J. Kiepe

Douglas Eden, P.S.
Diane Kiepe

is an attorney and principal of Douglas Eden, P.S. She practices in the areas of wills, trusts, wealth transfer (including charitable gifting), probate and tax. Ms. Kiepe earned her undergraduate degree and J.D. degree from Memphis State University, and her LL.M. degree in taxation from the University of Miami. She is a long-time member of the Spokane Estate Planning Council and a member to the Spokane Chapter of Financial Planning Association. Ms. Kiepe is a member of the newly created Elder, Disability, Estate Planning Section of the Spokane County Bar Association. 

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Speaker bio
Morgan Maul

Morgan Maul

The Maul Law Group, PLLC
Morgan Maul

is managing partner of The Maul Law Group PLLC in Grand Rapids, Michigan. He focuses his practice in probate and estate planning (wills, trusts, etc.), and business law. Mr. Maul taught criminal and business law classes as an adjunct professor with Park University. He is a Veteran's Administration accredited attorney, as well as a member of the State Bar of Michigan and American Bar Association. Mr. Maul is a trained mediator in Texas and Michigan. He earned his J.D. degree from St. Mary's University School of Law.

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