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Overview
How the Process Is Supposed to Work and the Many Ways It Can Go Wrong
Do you know what to do when estates go off the rails? Putting a decedent's affairs to rest is an intricate process, often complicated by grief and conflict. Are you prepared to spot danger zones at the outset and prevent them from derailing the administration? This comprehensive legal guide will walk you through the essential tasks of the estate administration, help identify and neutralize top sources of conflict, and arm you with the tools to resolve common disputes as they arise. Learn from the experience of professionals - register today!
- Choose the right form of administration and qualify borderline cases for small estate procedures.
- Prevent estate inventory mistakes that can easily snowball into distributions disputes.
- Never miss a tax deadline with a quick guide to tax returns rules, forms, and timelines.
- Get to the root causes of estate disputes and discover ways to prevent and resolve them.
Abbreviated Agenda
- Estate Administration Tasks and Procedures in Practice
- Tax Reporting for the Decedent and the Estate
- Fiduciary Misconduct Disputes in Detail
- Common Estate Disputes: Root Causes and Lessons From Case Law
- Legal Ethics in Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Texas CLE |
|
6 Total | 08-31-2026 |
| Texas State Bar of Paralegal Division |
|
6 Total | 09-02-2027 |
Select Jurisdiction
CLE
Paralegal
Agenda
-
Estate Administration Tasks and Procedures in Practice
- Locating the Will and Other Immediate Tasks
- Forms of Administration, Qualifying for Small Estate Procedure
- Assets Marshalling, Inventory, and Appraisal
- Paying Debts: Public Notices and Creditor Claims
- Estate Management: Sale of Property, Tracking Expenses, etc.
- Distributing Assets and Closing the Estate
-
Tax Reporting for the Decedent and the Estate
- Tax Rules Update for Individuals, Trusts, and Estates
- Requesting Extensions
- Past Taxes Due
- Determining the Value and Tax Basis of Assets
- Filing Tax Returns: Forms and Schedules
-
Fiduciary Misconduct Disputes in Detail
- Interpreting Testamentary Intent
- Objections to Accounts and Petitions
- Using Mediation to Prevent Escalation
- Notices of Proposed Action
- Document Requests and Depositions
- Financial Experts in Trusts and Estates Disputes
-
Common Estate Disputes: Root Causes and Lessons From Case Law
- Identifying Potential Sources of Conflict
- Will Validity: Capacity, Undue Influence, Improper Execution
- Disputes Over Distributions From a "Pot" Trust
- Year's Support Claims
- Contested Creditor Claims
- Disputes Over Family Business
- Trust Disputes
-
Legal Ethics in Estate Administration
- Client Capacity Questions
- The Ever-Expanding Duty of Competence: Hitting the Moving Target
- Confidentiality and Deceased Clients
- Communicating With Third Parties
- Conflicts of Interest
Who Should Attend
This intermediate level online seminar is designed for professionals who want to be more effective in the estate administration process, such as:
- Attorneys
- CPAs and Accountants
- Paralegals
- Wealth Managers
- Tax Professionals
- Trust Officers
- Personal Representatives
Speakers
Speaker bio
Don D. Ford, III
is the managing partner with the law firm of Ford + Bergner LLP, and is board-certified in estate planning and probate. He has lectured to various professional groups on tax and estate planning, probate, and guardianships topics, and practices exclusively in these areas. In 2014, Mr. Ford was appointed by the chief justice of the Texas Supreme Court to serve as a commissioner on the Judicial Branch Certification Commission as a subject-matter expert in the area of guardianships. Additionally, he served from 2006 to 2014 on the Texas Guardianship Certification Board, where he served as the vice-chair of the committee and chaired the Rules Committee. Mr. Ford has also served on the editorial board of the Houston Lawyer Magazine, and the Board of Trustees for the Houston Lawyer Referral Service. He is a member of the Probate, Trusts and Estates sections of both the Houston and Dallas bar associations. Mr. Ford earned his B.B.A. and J.D. degrees from Baylor University, and worked on his Masters in taxation while in law school.
Speaker bio
Rachel V. Rose
, JD, MBA, successfully advises and represents clients on healthcare, cybersecurity, securities, qui tam compliance, transactional litigation, and government enforcement matters. She is an affiliated member with the Baylor College of Medicine's Center for Medical Ethics and Health Policy, where she teaches bioethics. Ms. Rose is often quoted as an expert. In addition to being extensively published and a sought-after presenter and quoted expert, she holds an M.B.A. degree, with minors in healthcare and entrepreneurship, from Vanderbilt University; and a law degree from Stetson University College of Law, where she graduated with various honors, including the National Scribes Award. Ms. Rose also attained a certificate in negotiation and leadership from Harvard University. She is licensed in Texas, and is a fellow of the Federal Bar Association. Currently, Ms. Rose serves as a director on the FBA's National Board. She is a member of and the immediate past chair of the Federal Bar Association's Government Relations Committee, member of the Advisory Board of the Federal Bar Association's Qui Tam Section, co-editor of the American Health Lawyers Association's Enterprise Risk Management Handbook for Healthcare Entities (2nd Edition), and a co-author of the ABA's books The ABCs of ACOs and What Are International HIPAA Considerations? Ms. Rose is extensively published and presents on a variety of matters related to her practice. She has been named consecutively to the Texas Bar College, National Women Trial Lawyers Association's Top 25, Houstonia Magazine's Top Lawyers (healthcare law), National Trial Lawyers Association's Top 100 and The Nation's Top One Percent. Ms. Rose was awarded 1st Healthcare Compliance's 2019 and 2022 Top Presenter Award. In 2023, she was selected for Super Lawyers (healthcare). Ms. Rose may be reached through her website www.rvrose.com.
Speaker bio
Dana D. Jacobson
is an attorney at The Jacobson Law Firm, P.C. He concentrates his practice on estate planning, probate, business law, municipal law as a judge and prosecutor, and security clearance matters. Mr. Jacobson graduated from St. Mary's University School of Law and joined the US Air Force as a First Lieutenant and a judge advocate. He served as a chief, military justice, and an area defense counsel for nearly three years at Howard AFB in Panama, and as a circuit defense counsel at Randolph AFB before becoming a medical law consultant at Wilford Hall Medical Center, the world's largest military medical center at the time. Mr. Jacobson is admitted to practice law in Texas.
Speaker bio
Deshonda P. Charles
, president and CEO of D. Charles Law Firm, PLLC, has over 20 years of experience practicing law in the areas of estate planning and probate litigation, family law, and employment discrimination litigation. She is licensed to practice law in the states of Texas, Louisiana, New York and Connecticut; and before the U.S. District Court for the Southern District of Texas and the Court of Appeals for the Fifth Circuit. Ms. Charles is a member of the Houston Lawyers Association (past president), Greater New Orleans Louis A. Martinet Society Legal Society, National Bar Association and College of the State Bar of Texas. She earned her B.Acc degree from Loyola University New Orleans and her J.D. degree from Tulane University Law School also in New Orleans.
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