Trusts, Estates & Probate

Firearms and Other Unique Assets in Estate Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
OnDemand
1 hours 33 minutes
Lauren Harris
With Lauren A. Harris from Carpenter & Associates
Recorded September 11, 2025.
Product ID 100719

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Overview

Comply With Specialized Rules and Limit Executor Liability

Highly regulated assets in estate administration necessitate extra care and attention due to the specific rules and procedures governing their transfer. Get an update on the relevant laws and regulations and come away with practical guidance for limiting executor liability. Register today!

  • Identify unique challenges in handling firearms and cryptocurrency in estates.
  • Determine the value of investment accounts and cryptocurrency accurately.
  • Clarify limitations on NFA firearms possession by prohibited persons.
  • Advise personal representatives on documenting unique assets properly. 
  • Find out when and how to seek specialist insight.

Abbreviated Agenda

  1. Tightly Regulated Assets and Their Unique Challenges
    1. Firearms: Classification and Prohibited Persons
    2. Digital Assets
    3. Investment Accounts and IRAs
    4. Cannabis-Related Business Interests
    5. Other Highly Regulated Assets in Probate
  2. Valuation and Transfer
  3. Executor Liability Risks
  4. Regulatory Compliance Tips
  5. Proper Documentation
  6. Seeking Guidance From Specialists

Related Topics

Product ID 100719

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Arkansas CLE Approved 1.5 Total
Arizona CLE Approved 1.5 Total
California CLE Approved 1.5 Total
Colorado CLE Approved 2 Total
Connecticut CLE Approved 1.5 Total
Delaware CLE Approved 1.5 Total
Florida CLE Approved 2 Total
Georgia CLE Approved 1.5 Total
Hawaii CLE Approved 1.5 Total
Iowa CLE Upon Request 1.5 Total
Idaho CLE Upon Request 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Approved 1.5 Total
Louisiana CLE Upon Request 1.5 Total
Maine CLE Approved 1.5 Total
Minnesota CLE Approved 1.5 Total
Missouri CLE Approved 1.8 Total
Northern Mariana Islands CLE Approved 1.5 Total
Mississippi CLE Approved 1.5 Total
Montana CLE Approved 1.5 Total
North Dakota CLE Upon Request 1.5 Total
Nebraska CLE Approved 1.5 Total
New Hampshire CLE Approved 1.5 Total
New Jersey CLE Approved 1.8 Total
New Mexico CLE Approved 1.5 Total
Nevada CLE Approved 1.5 Total
New York CLE Approved 1.5 Total
Oklahoma CLE Approved 2 Total
Oregon CLE Upon Request 1.5 Total
Pennsylvania CLE Approved 1.5 Total
Rhode Island CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Vermont CLE Approved 1.5 Total
Washington CLE Approved 1.5 Total
Wisconsin CLE Approved 1.5 Total
West Virginia CLE Approved 1.8 Total
Wyoming CLE Approved 1.5 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Firearms and Other Unique Assets in Estate Administration

    1. Tightly Regulated Assets and Their Unique Challenges
      1. Firearms: Classification and Prohibited Persons
      2. Digital Assets
      3. Investment Accounts and IRAs
      4. Cannabis-Related Business Interests
      5. Other Highly Regulated Assets in Probate
    2. Valuation and Transfer
    3. Executor Liability Risks
    4. Regulatory Compliance Tips
    5. Proper Documentation
    6. Seeking Guidance From Specialists

Who Should Attend

This legal guide is designed for attorneys. Paralegals will also benefit.

Speakers

Lauren A Harris
Lauren A.
Harris
Carpenter & Associates
Speaker bio
Lauren A Harris

Lauren A. Harris

Carpenter & Associates
Lauren Harris

is an attorney at The Law Offices of Lauren A. Harris. For over thirteen years, she has practiced in the areas of: insurance defense, commercial litigation, business law, soft intellectual property, personal injury, medical malpractice, consumer litigation, appellate, administrative law, and has otherwise handled a wide-ranging variety of legal matters before administrative agencies, in representative capacities, and before the courts of this state on behalf of her clients. Ms. Harris earned her undergraduate degree from the University of North Texas and her J.D. degree from Texas A & M University School of Law (f/k/a Texas Wesleyan University School of Law). She is certified by the SBOT as a guardianship attorney, able to present as an ad litem under Tx. Estates Code, Subchapter E, Sec. 1054.201-203, as well as a certified mediator in the state of Texas, also admitted before the U.S. District Courts for both the Northern and Eastern districts of Texas. Ms. Harris considers herself to be adept in both transactional matters, as well as a formidable litigator.

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