Trusts, Estates & Probate

4.59

Trust and Probate Pain Points: A Technical Deep Dive

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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
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
North Carolina Continuing Paralegal Education Approved 6 Total
OnDemand
5 hours 55 minutes
Kathleen Adcock
Carla Sigler
Arthur Fowler
Cathryn McNary
Samuel Knell
Barbara Lohr Van Sant
With Kathleen D. Adcock from McMillan Metro Faerber, P.C. + 5 others
Recorded May 06, 2025
Product ID 100291

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Overview

Untangle Intricate Legal Challenges and Asset Conundrums

This course targets seasoned trusts and estates attorneys, diving deep into nuanced legal challenges that transcend foundational practice. Together with faculty, you'll address multifaceted scenarios involving emerging legal technologies, complex creditor dilemmas, real property disposition, and more. Measure and mitigate risks and optimize strategies - register today!

  • Stay current on the latest trends and challenges of trusts and estates practice.
  • Tackle drafting errors that derail estate plans and leave clients legally and financially vulnerable.
  • Master sophisticated techniques for managing estate debts.
  • Develop advanced skills in pursuing and supporting creditor claims.
  • Gain strategic approaches to resolving complex real property challenges.
  • Acquire insights into nuanced trust administration and modification challenges.

Abbreviated Agenda

  1. Estate Closing Problems
  2. Dire Consequences of Poor Drafting
  3. Trust Administration Troubles
  4. Payment on Debts
  5. Representing Creditors of the Estate
  6. Tough Real Property Issues
  7. Modifying Irrevocable Trusts
  8. What's New in Trusts and Estates Practice?

Related Topics

Product ID 100291

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 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
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
North Carolina Continuing Paralegal Education Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Estate Closing Problems

    1. What Constitutes a "Full Accounting"
    2. The Account Won't Balance
    3. Discharge of the Fiduciary
    4. Getting Paid: Personal Representative, Trustee, and Attorney Fees
      1. What's a Reasonable Fee?
      2. Justifying Extraordinary Fees
      3. Fee Requests and Disputes

  2. Dire Consequences of Poor Drafting

  3. Trust Administration Troubles

    1. Asset Valuation Questions That Flood Attorney Listservs
    2. Trusts as Beneficiaries and LLC Members
    3. Dangerously Overlooked Mandatory Notices
    4. Trust Litigation Case Law Update

  4. Payment on Debts

    1. Notices and Claim Evaluation
    2. Delinquent HOA Fees and Reverse Mortgage Issues
    3. What to Do If You Anticipate Insolvency
    4. Dealing With Secured Creditors

  5. Representing Creditors of the Estate

    1. Tricky Time Limits on Creditor Claims
    2. Supporting the Claim
    3. Objecting to Disallowed Claims
    4. When Can Creditors Petition to Open an Estate?
    5. Exceptions to Look Out For

  6. Tough Real Property Issues

  7. Modifying Irrevocable Trusts

    1. What Can/Must Be Done When a Trust Becomes Irrevocable at Grantor's Death
    2. Modification by Settlement Agreement
    3. Seeking Guidance of the Court

  8. What's New in Trusts and Estates Practice?

    1. Federal Laws and Rules Update and Increased Reporting Requirements
    2. Specialized Trust Structures
    3. Emerging Technology in Estate Planning: Cryptoassets, Cybersecurity, etc.

Who Should Attend

This legal course is designed for attorneys. Accountants, fiduciaries, and experienced paralegals will also benefit.

Speakers

Kathleen D Adcock
Kathleen D.
Adcock
McMillan Metro Faerber, P.C.
Carla S Sigler
Carla S.
Sigler
Arthur M Fowler III
Arthur M.
Fowler, III
Fowler Baker Shade PLLC
Cathryn N McNary
Cathryn N.
McNary
Southwest Missouri Bank
Samuel R Knell
Samuel R.
Knell
Bass, Berry & Sims PLC
Barbara Lohr Van Sant
Barbara
Lohr Van Sant
Barbara Lohr Van Sant PC LLO
Speaker bio
Kathleen D Adcock

Kathleen D. Adcock

McMillan Metro Faerber, P.C.
Kathleen Adcock

is a partner at McMillan Metro Faerber, P.C., where she handles estate planning, probate and trust administration, and guide clients through the process of establishing and maintaining tax-exempt organizations. Ms. Adcock earned her B.A. degree from Yale College, and her J.D. and LL.M. degrees (taxation) from the University of Baltimore Law School. She also holds an M.B.A. degree from Merrick School of Business. Ms. Adcock is a member of the Maryland State Bar Association, District of Columbia Bar and American Bar Association. She is admitted to practice law in Maryland, Washington D.C. and the U.S. Tax Court. A frequent speaker for the Maryland Department of Aging Senior Centers on estate planning and probate topics, Ms. Adcock has presented on tax topics to the Maryland State Bar Association and D.C. Bar Association; and is a contributing author to Using & Drafting Trusts in Estate Planning (M.S.B.A.).

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Speaker bio
Carla S Sigler

Carla S. Sigler

Carla Sigler

is a solo practitioner at Sigler Law, Inc. She serves clients with integrity and skill in the areas of criminal defense, family law, business litigation, estate planning, successions, and represents government agencies and serves as the Vinton Magistrate Judge. As an experienced appellate advocate, she won a murder case before the United States Supreme Court while serving as an Assistant District Attorney. Ms. Sigler also is available for legal writing and research and appellate advocacy work and consultation. She earned her B.S. degree from McNeese State University and her J.D. degree from Paul M. Hebert LSU Law Center. Ms. Sigler is a member of the Southwest Louisiana Bar Association and the Texas State Bar. She is also a member of several federal bars, including the U.S. Supreme Court, U.S. Court of Appeals for the Fifth Circuit, and U.S. District Court, Middle and Western districts of Louisiana. In her practice Ms. Sigler represents a number of succession clients in issues involving real estate sales and fiduciary litigation. She has been appointed by courts to serve as an administrator in succession cases and has been asked to provide expert testimony.

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Speaker bio
Arthur M Fowler III

Arthur M. Fowler, III

Fowler Baker Shade PLLC
Arthur Fowler

is an attorney with Fowler Baker Shade PLLC in Johnson City, Tennessee. He focuses his practice on probate and land disputes. Mr. Fowler graduated from Hampden-Sydney College with his B.A. degree, after which he attended Macquarie University in Sydney, Australia and obtained a Post Graduate Diploma in accounting. Upon returning to Tennessee, he attended The University of Memphis, Cecil C. Humphreys Law School, graduating, cum laude, with his J.D. degree.

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Speaker bio
Cathryn N McNary

Cathryn N. McNary

Southwest Missouri Bank
Cathryn McNary

is an assistant vice president and trust officer at Southwest Missouri Bank, where she provides assistance in estate planning strategies as well as fiduciary services. She is a graduate of Missouri State University and the University of Arkansas School of Law. Ms. McNary has experience in the areas of estate planning, probate and agricultural law and was recently named one of Springfield Business Journal's 2021 Trusted Advisors. She is a member of the Missouri and Jasper County Bar Associations, and is admitted to practice law in Missouri.

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Speaker bio
Samuel R Knell

Samuel R. Knell

Bass, Berry & Sims PLC
Samuel Knell

is an attorney at Bass, Berry & Sims PLC. He focuses his practice on estate planning and the administration of trusts and estates. Mr. Knell regularly works with high-net-worth individuals, families, businesses, trust companies, family offices, and fiduciaries on the implementation of generational wealth transfer and business succession plans through the use of sophisticated tax-advantaged strategies. In addition, he assists clients with various charitable planning techniques. Prior to joining Bass, Berry & Sims, Mr. Knell earned an LL.M. in Taxation from the University of Florida Levin College of Law as well as an accounting and law degree from the University of Tennessee. During his time in law school, Mr. Knell was a student attorney at the Wills Clinic where he served low-income individuals and families in preparing and executing their estate planning documents, including wills and powers of attorney. He is a member of the American Bar Association, Tennessee Bar Association, and Estate Planning Counsel of Middle Tennessee. Mr. Knell is admitted to practice law in Tennessee, Kentucky, Florida, and Wyoming.

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Speaker bio
Barbara Lohr Van Sant

Barbara Lohr Van Sant

Barbara Lohr Van Sant PC LLO
Barbara Lohr Van Sant

is the principal of the Omaha law firm of Barbara Lohr Van Sant PC LLO. Ms. Van Sant practices in the areas of estate planning, elder law probate, real estate law, bankruptcy law and municipal law. She has been an instructor at the College of St. Mary, Metro Community College, Bellevue College in Nebraska and Citrus Community College in Florida. Ms. Van Sant is a member of the Nebraska Bar Association (Real Estate, Probate and Bankruptcy sections). She earned her B.A. degree at Creighton University and her J.D. degree at Creighton University School of Law.

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