Buy This Course
OnDemand Video
Video Download
Course Book Download
or
Overview
A Practical Look at the Complexities of the Practice
Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today!
- Clear the gray areas when sorting through probate and non-probate assets.
- Review difficult scenarios in administering estates that include trusts.
- Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
- Ensure tax reporting for the estate and the decedent is beyond reproach.
Abbreviated Agenda
- Creditor Claims, Liens, Sale of Assets, Insolvency
- Handling Complex Assets
- Trusts in Estate Administration
- Advanced Tax (and Related) Issues
- Procedural Hurdles
- Complex Distributions, Final Accounting, and Estate Closing
- Beneficiary Disputes, Will and Trust Contests, Probate Litigation
- Legal Ethics in Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Texas CLE |
|
6 Total | 07-31-2026 |
| Virginia CLE |
|
6 Total | 10-31-2026 |
| Wyoming CLE |
|
6 Total | 08-21-2026 |
Select Jurisdiction
CLE
Agenda
-
Creditor Claims, Liens, Sale of Assets, Insolvency
-
Handling Complex Assets
- Probate vs. Non-Probate Assets
- Spousal Claims
- Estate Inventory Problems
- Family Business and Third-Party Interests
- IRAs in Estate Administration
- Asset Valuation
- Access to Digital Assets
- Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
- Assets Improperly Transferred Prior to Death
-
Trusts in Estate Administration
-
Advanced Tax (and Related) Issues
- Tax Law Update; Tax Forms, Deadlines, and Extensions
- Tax Basis Reporting
- Recording Income, Loss
- Allowable Expenses and Gray Areas
- Tax Liens, Audits, Disputes
- Taxation of Digital Assets and Virtual Currency
- Charitable Bequests
-
Procedural Hurdles
- Choice of Administration, Timeline Overview, and Local Procedure Update
- Petitions Best Practices
- Commonly Overlooked Sources and Documents
- Out-of-State and International Property, Beneficiaries, and Creditors
- Multi-Generational Issues
-
Complex Distributions, Final Accounting, and Estate Closing
-
Beneficiary Disputes, Will and Trust Contests, Probate Litigation
-
Legal Ethics in Estate Administration
- Who is Your Client?
- Conflicts of Interest
- Attorney Fees and Scope of Representation
- Guarding Confidentiality
- Breach of Fiduciary Responsibility: Counsel Obligations and Liability
Who Should Attend
This advanced level online seminar is designed for:
- Attorneys
- Accountants and CPAs
- Tax Professionals
- Fiduciaries
- Trustees
- Enrolled Agents
- Investment Advisors
- Paralegals
Speakers
Speaker bio
Heather L. Sunderman
is a partner at McMillan Metro and Faerber, P.C., where she focuses on the areas of wills, trusts, estate planning, probate, guardianships and family law. In addition, she is trained as a mediator and collaborative law practitioner. Ms. Sunderman has been appointed by courts to represent disabled persons in guardianship matters, and children in contested custody matters. She has litigated cases in many different areas of the law including divorce, guardianships, domestic violence and civil disputes. Ms. Sunderman earned her bachelor's degree from Allegheny College and her J.D. degree from Washington College of Law (American University). She is a member of the Maryland State Bar Association and the Bar Association of Montgomery County, Maryland. She is admitted to practice law in Maryland, Virginia and the District of Columbia.
Speaker bio
Jamar W. Creech
is senior counsel at Romano Law, PLLC, concentrating on private equity and venture capital, estates and trusts, mergers and acquisitions, intellectual property, and sports and entertainment. After graduating from North Carolina Central University School of Law, he clerked for United States Magistrate Judge Deborah A. Robinson of the U.S. District Court for the District of Columbia. Mr. Creech earned his LL.M. degree in taxation from the University of Alabama School of Law. He is admitted to practice law in the District of Columbia, Maryland and before the U.S. District Court for the District of Columbia.
Speaker bio
Randall D. Fisher
is an attorney at Omnus Law. He practices in the areas of estate planning, probate and estate administration, business succession planning, and asset protection. Mr. Fisher earned his J.D. degree from Texas Tech University. He he has been elected to the Maryland Super Lawyers by his peers for the past two years. Mr. Fisher is a member of WealthCounsel, a national network of estate and financial planning practitioners who collaborate to ensure changes in the law are reflected in the work they do for their clients. He is also a member of a number of community and professional organizations, including Rotary International, Anne Arundel County Bar Association, District of Columbia Bar Association, Maryland Bar Association, Wyoming Bar Association, State Bar of Texas and American Bar Association. Mr. Fisher is admitted to practice law in Maryland, District Of Columbia, and before the Second and Third Circuit Court of Appeals.
Speaker bio
Saul B. Abrams
is of counsel at Fedder and Garten Professional Association. He advises clients on taxation, business planning, choice of entity, and estate planning. Mr. Abrams is particularly familiar with the overlapping tax, business, and estate planning issues, which overlap and interact concerning closely held family businesses. He also has extensive experience with cross-border tax matters, with current and prior experience advising Canadians and other foreign nationals about the most efficient and beneficial approach to US tax matters. Mr. Abrams has previously practiced with nationally and internationally recognized firms and clerked for Judge Mark V. Holmes of the United States Tax Court. He is admitted to practice law in Maryland.
Speaker bio
Lisa R. Hayes
is of counsel at Fedder and Garten Professional Association, focusing primarily on estate planning, estate and trust administration, charitable giving, and taxation law. As a lawyer and certified public accountant (CPA), she brings an extensive background in wealth and investment management for high-net-worth individuals and families. Ms. Hayes helps clients build sound strategies for estate, financial, charitable, and tax planning; and works collaboratively with clients and their advisors to implement their plans. She received her B.S. degree from Guilford College and her J.D. and M.B.A. degrees from the University of North Carolina at Chapel Hill. Ms. Hayes is a member of the Maryland State Bar Association, the District of Columbia Bar, the Bar Association of the District of Columbia, and the American Institute of Certified Public Accountants. She is admitted to practice law in the Court of Appeals of Maryland and District of Columbia.
TOP FAQs
How do I access my courses?
Do you have options for attendees who are deaf or hard of hearing?
What happens if my course is cancelled?
Are multiple attendee discounts available?
When will the OnDemand be available and how long will I have access to the content?
What is included with my course purchase?
Will I receive a certificate of completion?
Can multiple people watch courses and request credit?
Have more questions? Please Contact Us
