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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
- Common Estate Disputes: Root Causes and Lessons From Case Law
- Fiduciary Misconduct Disputes in Detail
- Legal Ethics in Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Connecticut CLE |
|
6 Total | 09-09-2027 |
| New York CLE |
|
7 Total | 09-09-2028 |
Select Jurisdiction
CLE
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
-
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
-
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
-
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
Philip C. Pires
is a principal in the law firm of Cohen and Wolf, P.C. A persuasive and successful litigator, he has handled a variety of litigation matters including complex commercial disputes, breach of fiduciary duty claims, partnership and shareholder disputes, adverse possession claims, prescriptive easement claims, quiet title actions, landlord/tenant cases, and collection actions. Mr. Pires frequently appears in the Connecticut Probate Court system representing beneficiaries, fiduciaries, and creditors in a variety of probate litigation matters. In addition to litigation, he practices in the municipal and land use and zoning arena, regularly appearing before planning and zoning commissions, inland wetlands commissions, zoning boards of appeals, the Connecticut Siting Council, and other administrative agencies, advocating for applicants, developers, property owners, and neighborhood groups. Mr. Pires also regularly counsels municipalities and property owners in commercial and residential property tax appeals. As a former member of his hometown's governing board, his firsthand knowledge of the inner workings of town administration offers valuable insight to his clients. Mr. Pires earned his B.A. degree from Haverford College and his J.D. degree, with honors, from the University of Connecticut School of Law.
Speaker bio
Lauren C. Davies
is of counsel at Pullman & Comley LLC. She counsels her clients, including families, high net-worth individuals, business owners and banking institutions, in estate planning, trust and estate administration, probate litigation, and succession planning. In addition to her experience in estate planning and estate administration, she has broad experience in civil litigation, federal practice, arbitration and real estate. She has been selected to Super Lawyers Rising Stars for estate planning and probate from 2015-2021. She earned her B.A degree from University of Pennsylvania and her J.D degree from University of Connecticut School of Law.
Speaker bio
Thomas S. Lambert
is a member of Pullman & Comley LLC. He represents clients looking for high-quality, hands-on solutions to their litigation challenges. He regularly advises and assists clients in reaching resolution of their litigation matters through zealous courtroom advocacy. He has a wide range of experience in representing individuals, businesses, fiduciaries, and municipal clients in probate, state and federal court. He represents clients in all phases of litigation, and in all manner of practice areas, including commercial litigation, probate litigation, insurance coverage disputes, municipal liability, and construction. Mr. Lambert has successfully defended numerous cases to their conclusion, regularly resolving cases through dispositive motion practice, including numerous reported decisions and "zero dollar resolutions," settlement negotiation and mediation, arbitration, trial, and appellate briefing and argument. He earned his B.A degree magna cum laude from Pepperdine University and his J.D degree from Wake Forest University School of Law.
Speaker bio
Kenneth A. Votre
is an attorney at Votre & Associates, P.C. He practices commercial litigation, taxation, tax litigation, international business litigation, legal malpractice, and intellectual property litigation. Mr. Votre earned his bachelor's degree from the University of Bridgeport, as well as his J.D. degree, magna cum laude. He earned his LL.M. degree in taxation from the University of Bridgeport and his LL.M. degree in international and comparative law from Georgetown University Law Center. Mr. Votre is admitted to practice law in Connecticut; New York; U.S. District Court, District of Connecticut; U.S. Tax Court; U.S. Court of Appeals, Federal and Second circuits; U.S. Court of International Trade; U.S. Supreme Court; and U.S. District Court, Northern District of Illinois.
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