NY Specific

Trusts, Estates & Probate

New York Estate Administration Tasks and Disputes

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
6 hours
Leslie Levin
Michael Zapson
Adam Solomon
With Leslie E. Levin from Hinman Howard & Kattell, LLP + 2 others
Recorded December 02, 2025
Product ID 100991

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

Related Topics

Product ID 100991

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania 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. 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

  3. 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

  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. 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

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

Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Michael G Zapson
Michael G.
Zapson
Certilman Balin Adler & Hyman LLP
Adam D Solomon
Adam D.
Solomon
Greenfield Stein & Senior, LLP
Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a partner at Hinman, Howard & Kattell, LLP and works out of the White Plains and New York City offices. She is a member of the wills, trusts and estates, elder law and guardianships and not-for-profit corporations and foundations practice groups. Ms. Levin practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, she works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. Ms. Levin also serves as executor for client's estates and as a trustee for a number of trusts. She earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. Ms. Levin is admitted to practice in both New York and Connecticut.

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Speaker bio
Michael G Zapson

Michael G. Zapson

Certilman Balin Adler & Hyman LLP
Michael Zapson

is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in trusts and estates, and trust and estate litigation. Mr. Zapson also maintains a real estate zoning and land use practice. He represents executors, trustees, real property owners, national companies, REITs lenders and brokers. Mr. Zapson is a member of the Bar Association of the City of New York, Nassau County Bar Association and Long Beach Lawyers Association. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.

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Speaker bio
Adam D Solomon

Adam D. Solomon

Greenfield Stein & Senior, LLP
Adam Solomon

practices in complex trust and estate litigation matters. His practice area includes will contests, discovery proceedings, contested accountings, fiduciary litigation, and other miscellaneous litigation. Mr. Solomon represents and advises executors, trustees, and beneficiaries with respect to Surrogate's Court proceedings, beneficial interests and disputes, and both contested and uncontested administration matters with respect to wills, trusts and estates, and has been involved in Article 81 Guardianship Proceedings as a guardian and as counsel. He is regarded for his sensitive and efficient approach to complex trust and estate litigation matters. Mr. Solomon also represents clients in estate planning matters, including formulating estate plans and drafting various estate planning documents such as wills, revocable trusts, irrevocable trusts, gift trusts and special needs trusts, health care proxies, powers of attorney, living wills and dispositions of remains, ensuring that clients' wishes are properly documented, carried out, and geared to withstand scrutiny and future challenges. Mr. Solomon earned his J.D. degree from Hofstra University School of Law, where he was a Dean's Scholar, served as managing editor of staff for the Hofstra Labor & Employment Law Journal, was a member of the Moot Court Board, and interned for the Disaster Recovery Law Clinic representing individuals suffering from the aftermath of Super Storm Sandy, and earned his B.S. degree in criminal justice from Utica College of Syracuse University.

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