Trusts, Estates & Probate

Asset Valuation Problems in Estate Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 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 Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 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 Upon Request 1.5 Total
North Carolina 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
Ohio 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 Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah 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 31 minutes
Michael Delaney
With Michael Delaney from Arboretum Wealth & Trust Management
Recorded October 03, 2025
Product ID 100917

Buy This Course

Course Includes
$229

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Tackle Top Red Flags and Discrepancies

Estate administration involves challenging asset valuation issues that attorneys and executors must navigate. This legal course addresses key valuation problems and offers practical solutions for resolving discrepancies and conflicts. Augment your skills - register today!

  • Explore various valuation dates and purposes that may create discrepancies.
  • Identify valuation discounts and adjustments that may attract IRS scrutiny.
  • Gain guidance for valuing complex assets, like ongoing business operations and cryptocurrencies.
  • Get the most out of your collaboration with professional appraisers and other financial specialists.

Abbreviated Agenda

  1. Asset Valuation When Qualifying for Small Estate Procedures
  2. Tax-Purpose Valuation (Discounts, Adjustments, and Premiums) That Invite IRS Scrutiny
  3. Date of Valuation Conflicts (Value at Death vs. Value at Distribution)
  4. Hard-to-Value Assets (Business Interests, Intangibles, etc.)
  5. The Battle of the Experts: Disputes Over Asset Value
  6. Loan and Debt Valuations

Related Topics

Product ID 100917

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 1.5 Total
Alabama CLE Approved 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 Approved 1.5 Total
Idaho CLE Approved 1.5 Total
Illinois CLE Approved 1.5 Total
Indiana CLE Approved 1.5 Total
Kansas CLE Approved 1.5 Total
Kentucky CLE Upon Request 1.5 Total
Louisiana CLE Approved 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 Upon Request 1.5 Total
North Carolina 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
Ohio 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 Upon Request 1.5 Total
South Carolina CLE Approved 1.5 Total
Tennessee CLE Approved 1.5 Total
Texas CLE Approved 1.5 Total
Utah 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. Asset Valuation Problems in Estate Administration

    1. Asset Valuation When Qualifying for Small Estate Procedures
    2. Tax-Purpose Valuation (Discounts, Adjustments, and Premiums) That Invite IRS Scrutiny
    3. Date of Valuation Conflicts (Value at Death vs. Value at Distribution)
    4. Hard-to-Value Assets (Business Interests, Intangibles, etc.)
    5. The Battle of the Experts: Disputes Over Asset Value
    6. Loan and Debt Valuations

Who Should Attend

This legal guide is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

Michael Delaney
Michael
Delaney
Arboretum Wealth & Trust Management
Speaker bio
Michael Delaney

Michael Delaney

Arboretum Wealth & Trust Management
Michael Delaney

serves as a vice president and business development officer with Arboretum Wealth & Trust Management, where he focuses on estate and trust administration. He brings over two decades of estate planning and elder law experience to his role, having practiced law since 2000. Before joining Arboretum in 2025, Mr. Delaney co-founded DDV Law, Ltd., a boutique elder law firm, where he developed a deep understanding of the complex legal and personal issues facing aging individuals and their families. His extensive background as a Certified Elder Law Attorney (CELA) allows him to provide meaningful support to attorneys and beneficiaries navigating the administration process. Mr. Delaney earned his B.A. degree from the University of Illinois and his J.D. degree from Lewis & Clark Law School. He is licensed to practice before the Illinois Supreme Court, Northern District of Illinois Trial Bar and Seventh Circuit Court of Appeals Appellate Bar. Mr. Delaney is a past chairperson of the Chicago Bar Association’s Elder Law Section and a former board member, treasurer, marketing chair, and president of the National Elder Law Foundation. He also remains active in the National Academy of Elder Law Attorneys and the Chicago Bar Association Probate Law Forms Committee. A frequent speaker and thought leader, Mr. Delaney has contributed to Illinois Jurisprudence, published by LexisNexis and co-authored Ethics in Elder Law. He has presented at leading legal conferences on topics including elder abuse protection and the use of artificial intelligence in elder law practice. Outside of work, Mr. Delaney is passionate about woodworking, kayaking, golfing, classic cars and software engineering. He is also an avid cook and public speaker with a personal interest in game theory. Mr. Delaney lives by the philosophy expressed in his favorite quote: “You miss 100 percent of the shots you never take.”

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us