Trusts, Estates & Probate

4.31

Estate Administration: Unique Issues You'll Face in Representing Trustees and Personal Representatives

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
OnDemand
2 hours 57 minutes
Louis Silverman
Bridget O
With Louis A. Silverman from Praesidium Law, PLLC + 1 other
Recorded December 03, 2024.
Product ID 100232

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Overview

Troubleshooting Unique Asset Issues, Improving SNT Administration, and Reigning in Wrongdoers

Advising personal representatives in probate and coordinating with trustees is a large part of a successful estate administration practice. Join us for an engaging discussion between a trusts and estates attorney and a professional SNT trustee on how to find efficiencies in the practical tasks of trust and estate administration. Improve your skills - register today!

  • Get guidance on reigning in personal representatives that verge on fraud.
  • Tackle problematic property issues like pre-death spenddown and unique asset handling.
  • Learn how to make the best use of special needs trusts.

Abbreviated Agenda

  1. Client Troubles: Where Things Go Wrong
  2. Troublesome Issues Faced in Estate and Trust Administration
  3. Managing a Special Needs Trust and Working With the Professional Trustee

Related Topics

Product ID 100232

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Hawaii CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Montana CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Upon Request 3 Total
Pennsylvania CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
West Virginia CLE Approved 3.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Client Troubles: Where Things Go Wrong

    1. Attorney's Duty to Educate the Client
    2. Recalcitrant and Uncommunicative Clients
    3. Clients Who Go Rogue
    4. Wrongdoers - Clients Who Intentionally Commit Fraud and How to Deal With Them
    5. Dispute Resolution and Procedures for Relief: Removal, Surcharge

  2. Troublesome Issues Faced in Estate and Trust Administration

    1. Select Real and Personal Property Issues
    2. Obtaining Authority and Marshalling Assets Held at Financial Institutions
    3. Costs Associated With Disposition
    4. Inventory Due to In-Kind Distributions - Best to Gift
    5. Downsize Prior to Incapacity/Death
    6. Unique Assets: IP, Art Collections, etc. - Earmarking Professionals

  3. Managing a Special Needs Trust and Working With the Professional Trustee

    1. Setting the Stage: Public Benefits 101
    2. First- vs. Third-Party Special Needs Trusts
    3. Tips and NO Tricks to Administering Special Needs Trusts

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, trustees, other fiduciaries, and paralegals will also benefit.

Speakers

Louis A Silverman
Louis A.
Silverman
Praesidium Law, PLLC
Bridget O'Brien Swartz
Bridget
O'Brien Swartz
Mission Management & Trust Co.
Speaker bio
Louis A Silverman

Louis A. Silverman

Praesidium Law, PLLC
Louis Silverman

is an attorney at Praesidium Law, PLLC, where he practices in the areas of estate planning, estate administration, probate law, and related tax matters. Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel, and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the Board of Trustees of Southwest College of Naturopathic Medicine, and past president of the Board of Directors of Tempe Leadership. He earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. Mr. Silverman is admitted to practice in the state courts of Arizona and Texas, U.S. District Court for Arizona, and Western District of Texas.

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Speaker bio
Bridget O'Brien Swartz

Bridget O'Brien Swartz

Mission Management & Trust Co.
Bridget O'Brien Swartz

, vice president and fiduciary counsel, joined Mission Management & Trust Co. as vice president and fiduciary counsel after practicing law for over 25 years with a primary focus on special needs law. She is a fellow of the American College of Trust and Estate Counsel (ACTEC). Ms. O'Brien Swartz remains involved with national attorney organizations such as the Special Needs Alliance and is a past president of the National Academy of Elder Law Attorneys (NAELA). She also acts as adjunct faculty for various law school programs. Ms. O'Brien Swartz obtained her undergraduate degree from the University of Notre Dame before matriculating to Arizona State University (ASU), where she earned both her law degree at the Sandra Day O'Connor College of Law at ASU and her master's in public administration. Ms. Swartz endeavors to build out Mission's trustee services to include fiduciary accounts related to settlement and special needs planning.

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