Trusts, Estates & Probate

4.19

Sale and Distribution of Assets in Probate

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
OnDemand
3 hours 3 minutes
Bethany Ellison Malone
Thomas Murphy
Kathleen Adcock
With Bethany Ellison Malone from The Law Office of Bethany Ellison Malone + 2 others
Recorded October 21, 2025
Product ID 101045

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Overview

An Essential Part of Settling the Estate

Effective asset sale and distribution requires more than just a working knowledge of the law - it demands precision. Even the most seasoned attorneys can feel stuck navigating valuation, tax implications, and asset-specific regulations. Arm yourself with actionable strategies for valuing business interests and digital assets, settling claims against the estate, and resolving distribution-related disputes. Gain the tools to streamline probate asset transactions and protect your clients from common pitfalls - register today!

  • Explore methods for uncovering and valuing all assets in the estate.
  • Gain tactics for proper tax planning and managing insolvency.
  • Discuss the procedures for selling real property, personal property, business assets, digital assets, and more.
  • Discover how to create distribution plans that will hold up to scrutiny.

Abbreviated Agenda

  1. Identifying and Valuing Assets
  2. Settling Debt and Taxes
  3. Selling Assets
  4. Distribution and Dispute Resolution

Related Topics

Product ID 101045

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Identifying and Valuing Assets

    1. Valuation Methods and Standards
    2. Probate vs. Non-Probate Assets
    3. Marshalling Financial Accounts, Digital Assets, Personal and Real Property
    4. Valuing Business Interests
    5. Locating Hidden and Unique Assets

  2. Settling Debt and Taxes

    1. Secured Debt vs. Unsecured Debt
    2. Expenses and Claims Against the Estate
    3. Handling Insolvent or Marginally Solvent Estates
    4. Taxes Owed

  3. Selling Assets

    1. Authority to Sell and Legal Limitations
    2. Sale of Real Property vs. Personal Property
    3. Transferring or Liquidating Business Assets
    4. Selling Specialized Assets: Firearms, Digital Assets, and More
    5. Tax and Reporting Requirements

  4. Distribution and Dispute Resolution

    1. Timing and Types of Distributions
    2. Equalization and Distributive Strategy
    3. Dos and Don'ts of Distribution Plans
    4. Obtaining Beneficiary Consent
    5. Allowances and Elections Against the Will
    6. Resolving Common Disputes

Who Should Attend

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

Speakers

Bethany Ellison Malone
Bethany Ellison
Malone
The Law Office of Bethany Ellison Malone
Thomas J Murphy
Thomas J.
Murphy
Murphy Law Firm, Inc.
Kathleen D Adcock
Kathleen D.
Adcock
McMillan Metro Faerber, P.C.
Speaker bio
Bethany Ellison Malone

Bethany Ellison Malone

The Law Office of Bethany Ellison Malone
Bethany Ellison Malone

is a sole practitioner in Tuscumbia, Alabama. Her areas of practice are focused on probate, estate planning, business law. Ms. Malone is a member of the Alabama State Bar. She earned her B.B.A. degree, summa cum laude, from the University of North Alabama; and her J.D. degree, cum laude, from Cumberland School of Law.

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Speaker bio
Thomas J Murphy

Thomas J. Murphy

Murphy Law Firm, Inc.
Thomas Murphy

is an attorney located in the Ahwatukee area of Phoenix. His practice emphasizes estate planning, elder law (including nursing home issues), all probate matters (including contested matters and guardianships), and tax controversies. Mr. Murphy has regularly appeared before the Arizona Court of Appeals, litigating many of the cutting-edge appellate cases in probate law. He has successfully litigated cases in the U.S. Tax Court, Arizona Tax Court, and the Arizona Board of Tax Appeals. Mr. Murphy is a member of the National Academy of Elder Law Attorneys, State Bar of Arizona (Tax Law, Probate and Trust Law, Mental Health and Elder Law sections), and Arizona Medicaid Planning Council. He serves on the Advisory Board of the Phoenix Tax Workshop and the Editorial Board of NAELA News. Mr. Murphy graduated from Tufts University, with honors, and earned his J.D. degree from Suffolk University Law School.

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Speaker bio
Kathleen D Adcock

Kathleen D. Adcock

McMillan Metro Faerber, P.C.
Kathleen Adcock

is a partner at McMillan Metro Faerber, P.C., where she handles estate planning, probate and trust administration, and guide clients through the process of establishing and maintaining tax-exempt organizations. Ms. Adcock earned her B.A. degree from Yale College, and her J.D. and LL.M. degrees (taxation) from the University of Baltimore Law School. She also holds an M.B.A. degree from Merrick School of Business. Ms. Adcock is a member of the Maryland State Bar Association, District of Columbia Bar and American Bar Association. She is admitted to practice law in Maryland, Washington D.C. and the U.S. Tax Court. A frequent speaker for the Maryland Department of Aging Senior Centers on estate planning and probate topics, Ms. Adcock has presented on tax topics to the Maryland State Bar Association and D.C. Bar Association; and is a contributing author to Using & Drafting Trusts in Estate Planning (M.S.B.A.).

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