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Trusts, Estates & Probate

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Estate and Trust Administration: Key Tasks, Forms, Procedures and More

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Kansas CLE Approved 7 Total
Kentucky 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
Mississippi 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
6 hours 1 minute
C. Page Hamrick
Peter Moustakis
Kristen Shelton
Monte Schatz
With C. Page Hamrick III from C. Page Hamrick III, Attorney at Law + 3 others
Recorded June 30, 2025
Product ID 100368

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Overview

Your Step-by-Step Guide to Administering Trusts and Estates

All the planning instruments are put to the real test when the person passes away and their affairs are to be laid to rest. Do you have the knowledge, skills, and resources to ensure the estate and trust administration go off without a hitch? This practical legal guide will take you through the process step-by-step and give you the know-how for managing estate assets, trust distributions, tax reporting, and much more. Register today!

  • Get a first handle on tax deadlines, extensions and required supporting documents.
  • Choose the right form of administration for each case and prepare for its unique demands.
  • Walk through the essential elements of the estate closings.
  • Explore key trust administration tasks and trustee duties and powers.
  • Guard your professional reputation with a legal ethics guide that focuses on trusts and estates practice.
  • Get practical tips for handling creditor demands and managing estate assets.

Abbreviated Agenda

  1. Estate Administration Road Map: Preliminary Considerations
  2. Key Tasks and Procedures of Estate Administration
  3. Trust Administration Road Map: Preliminary Considerations
  4. Key Tasks and Procedures of Closing an Estate
  5. Key Tasks and Procedures of Trust Administration
  6. Tax Hurdles in Estate and Trust Administration
  7. Ethical Issues in Estate and Trust Administration

Related Topics

Product ID 100368

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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
Kansas CLE Approved 7 Total
Kentucky 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
Mississippi 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
North Carolina Continuing Paralegal Education Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Estate Administration Road Map: Preliminary Considerations

    1. Overview of the Probate Process and Timeline
    2. Administration Procedures: Testate vs. Intestate Estates
    3. Intestacy: Who Inherits?
    4. Rights of a Surviving Spouse
    5. Formal vs. Informal/Summary/Independent Administration
    6. Distinguishing between Probate and Non-Probate Assets
    7. Ancillary Administration - Which State's Law Applies?
    8. Know your Deadlines

  2. Key Tasks and Procedures of Estate Administration

    1. Filing the Will, Petition for Probate, and other Required Documents
    2. Qualifying/Appointing the Estate Administrator or Personal Representative
    3. Locate, Inventory, and Manage Estate Assets
    4. Digital Assets: How to Find Them and What to Do with Them
    5. Providing Mandatory Statutory and Non-Statutory Notices
    6. Handling Creditors' Claims Against the Estate
    7. Collecting Debts Owed to the Estate
    8. Sample Forms, Letters, and Documents

  3. Trust Administration Road Map: Preliminary Considerations

    1. Overview of the Trust Administration Process and Timeline
    2. What Happens when Revocable Trusts become Irrevocable?
    3. Trustee Powers, Duties, and Liabilities

  4. Key Tasks and Procedures of Closing an Estate

    1. Distributions in Kind
    2. Distributions to Minors, Surviving Spouse, and Trusts
    3. Settlement of the Estate: Accounting and Closing Procedures
    4. Compensation and Discharge of the Administrator
    5. Sample Forms, Letters, and Documents

  5. Key Tasks and Procedures of Trust Administration

    1. Providing Required Notices
    2. Receiving and Managing Trust Assets: Inventorying, Investing, and Accounting
    3. Resolving Debts and Paying Expenses
    4. Preparing the Accounting and Distribution Plan
    5. Disposition of Trust Assets: Real Property, Personal Property, and Other Asset Types
    6. Paying the Trustee and Terminating the Trust
    7. Sample Forms, Letters, and Documents

  6. Tax Hurdles in Estate and Trust Administration

    1. Identifying Income to the Estate
    2. Filing Annual and Final Tax Returns
      1. Tax Treatment of Heirs
      2. Tax Basis Reporting Requirements
      3. Tax Deadlines and Handling Extensions
      4. Estate and Generation-Skipping Transfer Taxes
    3. Resolving Tax Disputes
    4. Sample Forms, Letters, and Documents

  7. Ethical Issues in Estate and Trust Administration

    1. Breach of Fiduciary Duties
    2. Spotting and Avoiding Conflicts of Interest
    3. Protecting Client Confidentiality
    4. Ethical Issues in Joint Representation
    5. Fee Agreements

Who Should Attend

This legal program is designed for attorneys. It will also benefit accountants, wealth managers, tax planning specialists, trust officers, tax managers, and paralegals.

Speakers

C. Page Hamrick III
C. Page
Hamrick, III
C. Page Hamrick III, Attorney at Law
Peter A Moustakis
Peter A.
Moustakis
Sowerby & Moustakis Law, PLLC
Kristen T Shelton
Kristen T.
Shelton
Turner Jones Legal LLC
Monte Schatz
Monte
Schatz
Lamson Dugan & Murray LLP
Speaker bio
C. Page Hamrick III

C. Page Hamrick, III

C. Page Hamrick III, Attorney at Law
C. Page Hamrick

, J.D., CPA, is the principal of the Charleston law firm of C. Page Hamrick III, Attorney at Law. He has concentrated his practice in the areas of divorce law, tax and corporate estate law. Mr. Hamrick has served as a family law master, as assistant attorney general, as counsel to the West Virginia Legislature and as a hearing officer for numerous state agencies. He is a certified public accountant. Mr. Hamrick has testified as an expert witness in matters involving federal and state tax, financial analysis and real estate. He is a member of The West Virginia State Bar, American Association of Attorney-CPAs and West Virginia Society of Certified Public Accountants. Mr. Hamrick regularly teaches tax and law courses at Marshall University and has taught accounting at West Virginia University-Tech. He earned his B.S.B.A. and J.D. degrees from West Virginia University. and his M.B.A. degree from the Marshall University (formerly WVCOGS).

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Speaker bio
Peter A Moustakis

Peter A. Moustakis

Sowerby & Moustakis Law, PLLC
Peter Moustakis

is a founder and managing member of Sowerby & Moustakis Law, PLLC. He practices in the areas of elder law, estate planning, wills, trusts, Medicaid issues, small business law, LLC formation, and all matters related to firearms in trust administration. Mr. Moustakis is also an adjunct professor at Merrimack College. He has also contributed to two family law publications, and written a book called Estate Planning and the Modern Family: Old School Meets New School. Mr. Moustakis is a member of the New Hampshire Bar Association and has a membership affiliation with NAELA (National Academy of Elder Law Attorneys). He is admitted to practice in New Hampshire and Massachusetts. Mr. Moustakis earned his bachelor's degree from the University of Massachusetts, Boston and his J.D. degree from New England Law, Boston.

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Speaker bio
Kristen T Shelton

Kristen T. Shelton

Turner Jones Legal LLC
Kristen Shelton

is the owner and founder of Turner Jones Legal, LLC d/b/a Your Hometown Attorney in Lincolnton, Georgia. Her practice areas focus on estate planning, probate, and real estate transactions in her small, quiet, rural town. Mr. Shelton's overlapping experience in each of these practice areas has established her as a source for consistent and reliable insight and advice to her clients and peers. She is a member of the State Bar of Georgia, Augusta Bar Association, Augusta Family Law Bar Association, and GA GALS, Inc. Ms. Shelton is a member of the State Bar of Georgia’s Fiduciary Law, Real Property Law, Elder Law, and Child Protection and Advocacy sections. She earned her B.A. degree from the University of Georgia in Criminal Justice, with a minor in history; and her J.D. degee, cum laude, from Atlanta’s John Marshall Law School where she was the executive comments editor for the Atlanta’s John Marshall Law School Law Journal. Ms. Shelton additionally serves as the guardian ad litem and child advocate attorney for her local juvenile court as her ongoing mission and passion project. In addition, She assists new local business owners with business planning and strategic financial planning for their homes and businesses. Ms. Shelton enjoys reading, baking, cooking, volunteering her time at her local church, mentoring youth in the community, and rescuing animals.

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Speaker bio
Monte Schatz

Monte Schatz

Lamson Dugan & Murray LLP
Monte Schatz

is an attorney at Lamson Dugan & Murray LLP, offering clients a wealth of experience in practice areas vital to business and finance. His practice concentrates on trust administration, probate, estate planning, tax, securities, and corporate law. Mr. Schatz's scope of expertise includes federal and state tax planning and tax issues as well as federal and state regulatory compliance. He earned his J.D. degree from the University of South Dakota in Vermillion, South Dakota. In addition, he received his Master of Taxation from the University of Tulsa and his B.A. degree, with high honors, from South Dakota State University in Brookings, South Dakota. Additionally, Mr. Schatz has passed the Series 7 General Securities Exam, the Series 66 Uniform Combined State Law Exam, and the Nebraska Life and Health Exam. He is a member of the Nebraska State, Iowa State, Omaha and American bar associations; State Bar of South Dakota; Omaha Estate Planning Council (past president); and the Omaha Chapter of Society of Financial Service Professionals.

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