OH Specific

Trusts, Estates & Probate

Ohio Estate Administration Tasks and Disputes

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio CLE Approved 6 Total
OnDemand
5 hours 53 minutes
E. Dale Searcy
Michael Brody
Veronica Garofoli
Timothy Gallagher
With E. Dale Searcy from Dale Searcy Attorney + 3 others
Recorded December 05, 2025.
Product ID 100993

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

Related Topics

Product ID 100993

Credit Details

Credits Available
Credit Status Total
Indiana CLE Approved 6 Total
Ohio 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. Estate Administration Tasks and Procedures in Practice - Continued

  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. 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

  5. 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

  6. 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

E. Dale Searcy
E. Dale
Searcy
Dale Searcy Attorney
Michael Brody
Michael
Brody
Reminger Co., LPA
Veronica T Garofoli
Veronica T.
Garofoli
Schneider Smeltz Spieth Bell LLP
Timothy J Gallagher
Timothy J.
Gallagher
Reminger Co., LPA
Speaker bio
E. Dale Searcy

E. Dale Searcy

Dale Searcy Attorney
E. Dale Searcy

is a Professor of Law Emeritus at the University of Dayton School of Law, where he has taught for more than 30 years, specializing in income tax, estate and gift tax, wills and trusts, and estate planning. He has advised the Tax Moot Court teams and the Phi Delta Phi legal professional fraternity, and founded and advised the Volunteer Income Tax Assistance (VITA) program. The law school student body has selected him Professor of the Year ten times. Since retiring from full-time teaching, Professor Searcy has consulted for lawyers. He earned his B.S. degree in mechanical engineering from General Motors Institute, his J.D. degree from Indiana University and his LL.M. degree in taxation from New York University.

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Speaker bio
Michael Brody

Michael Brody

Reminger Co., LPA
Michael Brody

is an attorney at Reminger Co., LPA's Cleveland Office. He focuses his practice primarily on estate, trust, and probate litigation, as well as trust and estate administration. Mr. Brody earned his B.A. degree, magna cum laude, from John Carroll University and his J.D. degree, magna cum laude, from Cleveland State University College of Law. He is a member of the Ohio State Bar Association, Cleveland Metropolitan Bar Association, and American Bar Association. Mr. Brody is admitted to practice law in Ohio and before the U.S. District Court, Northern District of Ohio.

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Speaker bio
Veronica T Garofoli

Veronica T. Garofoli

Schneider Smeltz Spieth Bell LLP
Veronica Garofoli

is an attorney with the law firm of Schneider Smeltz Spieth Bell LLP. She focuses her practice on probate litigation, as well as wealth management and estate planning. Ms. Garofoli is licensed to practice in the state of Ohio and has been admitted to practice in the U.S. District Court, Northern District of Ohio. She earned her B.S. degree from Elmhurst College and her J.D. degree from Cleveland-Marshall College of Law, Cleveland State University. Ms. Garofoli is a member of the Ohio State Bar Association and Cleveland Metropolitan Bar Association.

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Speaker bio
Timothy J Gallagher

Timothy J. Gallagher

Reminger Co., LPA
Timothy Gallagher

is an partner with Reminger Co., LPA, and is the chair of the firm's guardianship probate practice group,. where he focuses his practice on legal matters involving probate, guardianship, trust and estate administration. Mr. Gallagher represents trustees and executors of estates, creating flexible plans to meet their needs. His experience in the area of probate and trust administration includes the drafting of estate plans for both individuals and families, and assisting them through the probate process. He also advises institutions on a variety of trust administration issues. Mr. Gallagher is also a member of the firm's probate litigation practice group. In this capacity, he leverages his jury trial experience to provide representation in probate and trust disputes involving will contests, charges of undue influence, breach of fiduciary duty actions, and other potential issues that can complicate the settling of an estate. He is a member of the Ohio State Bar Association. Mr. Gallagher earned his B.S. degree from the Ohio University E.W. Scripps School of Journalism and his J.D. degree from The University of Akron School of Law.

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