NC Specific

Trusts, Estates & Probate

North Carolina Estate Administration Tasks and Disputes

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
OnDemand
5 hours 51 minutes
Misty Piekaar
Tyler Chriscoe
Gregory Katzman
With Misty L. Piekaar from Piekaar Law Firm, PLLC + 2 others
Recorded September 05, 2025.
Product ID 100551

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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

  1. Estate Administration Tasks and Procedures in Practice
  2. Tax Reporting for the Decedent and the Estate
  3. Common Estate Disputes: Root Causes and Lessons From Case Law
  4. Fiduciary Misconduct Disputes in Detail
  5. Legal Ethics in Estate Administration

Related Topics

Product ID 100551

Credit Details

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Administration Tasks and Procedures in Practice

    1. Locating the Will and Other Immediate Tasks
    2. Forms of Administration, Qualifying for Small Estate Procedure
    3. Assets Marshalling, Inventory, and Appraisal
    4. Paying Debts: Public Notices and Creditor Claims
    5. Estate Management: Sale of Property, Tracking Expenses, etc.
    6. Distributing Assets and Closing the Estate

  2. Tax Reporting for the Decedent and the Estate

    1. Tax Rules Update for Individuals, Trusts, and Estates
    2. Requesting Extensions
    3. Past Taxes Due
    4. Determining the Value and Tax Basis of Assets
    5. Filing Tax Returns: Forms and Schedules

  3. Common Estate Disputes: Root Causes and Lessons From Case Law

    1. Identifying Potential Sources of Conflict
    2. Will Validity: Capacity, Undue Influence, Improper Execution
    3. Disputes Over Distributions From a "Pot" Trust
    4. Year's Support Claims
    5. Contested Creditor Claims
    6. Disputes Over Family Business
    7. Trust Disputes

  4. Fiduciary Misconduct Disputes in Detail

    1. Interpreting Testamentary Intent
    2. Objections to Accounts and Petitions
    3. Using Mediation to Prevent Escalation
    4. Notices of Proposed Action
    5. Document Requests and Depositions
    6. Financial Experts in Trusts and Estates Disputes

  5. Legal Ethics in Estate Administration

    1. Client Capacity Questions
    2. The Ever-Expanding Duty of Competence: Hitting the Moving Target
    3. Confidentiality and Deceased Clients
    4. Communicating With Third Parties
    5. 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

Misty L Piekaar
Misty L.
Piekaar
Piekaar Law Firm, PLLC
Tyler Chriscoe
Tyler
Chriscoe
Poyner Spruill LLP
Gregory M Katzman
Gregory M.
Katzman
Equitas Law Partners
Speaker bio
Misty L Piekaar

Misty L. Piekaar

Piekaar Law Firm, PLLC
Misty Piekaar

is an attorney at Piekaar Law Firm, PLLC, and has advised many clients on estate planning strategies that address the consequences of transferring assets, tax liabilities, business interests and proper planning for retirement, marriage and incapacity. She also has assisted many clients with estate administration, elder law and guardianships. Ms. Piekaar is a member of the North Carolina Bar Association, Wake County Bar Association, and a member of the estate planning section of the North Carolina Bar Association. She earned her J.D. degree from North Carolina Central University School of Law and her undergraduate degree in international studies from the University of North Carolina at Chapel Hill.

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Speaker bio
Tyler Chriscoe

Tyler Chriscoe

Poyner Spruill LLP
Tyler Chriscoe

is a partner with Poyner Spruill LLP. He works with individuals, families, and closely held business owners on various estate planning matters, including drafting wills and trusts, advising on tax-efficient estate planning strategies, and guiding clients through the complexities of probate and trust administration. Mr. Chriscoe is a board-certified specialist in estate planning and probate law. He is a member of the North Carolina Bar Association (Estate Planning and Fiduciary Law Section, Elder Law Section, Real Property Section, Business Law Section, Tax Section) and American Bar Association (Real Property, Trust and Elder Law Section). Mr. Chriscoe earned his B.A. degree, summa cum laude, from North Carolina State University and his J.D. degree, cum laude, from William and Mary Law School.

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Speaker bio
Gregory M Katzman

Gregory M. Katzman

Equitas Law Partners
Gregory Katzman

practices in the areas of estate planning and administration; tax planning and defense; and business organization and management. He graduated from the University of Missouri and earned his J.D. and LL.M. degrees from the University of Missouri at Kansas City.

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