Trusts, Estates & Probate

4.25

Creditors' Guide to Estate Administration

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
OnDemand
5 hours 52 minutes
Misty Piekaar
Kaitlin Hackett
David Campbell
William Factor
Alex Whitt
With Misty L. Piekaar from Piekaar Law Firm, PLLC + 4 others
Recorded October 30, 2025.
Product ID 101052

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Overview

Master Specific Procedures, Tactics, and Settlement Options

Get a comprehensive overview of estate administration through the lens of creditor representation. Designed for those navigating probate proceedings on behalf of creditors, the course examines the procedural and substantive aspects of collecting debts from deceased individuals' estates. Participants will gain a working knowledge of the types of assets and estate administration procedures and explore how they affect creditor rights and recovery options. Come away with specific guidance on filing claims and pursuing recovery in other ways. Register today!

  • Master effective methods of locating and valuing estate assets.
  • Pursue contested claims debts from objections to settlement and litigation.
  • Address complex issues, including insolvent estates and bankruptcy.
  • Confront ethical dilemmas, including confidentiality and conflicts of interest.

Abbreviated Agenda

  1. Overview of the Estate Administration: The Creditor's View
  2. Identifying the Deceased Debts and Estate Assets: A Creditor's Investigation
  3. Creditor Rights and Responsibilities
  4. Pursuing Claims: Maximizing Recovery
  5. Disputes and Special Issues
  6. Legal Ethics of Collecting From Estates

Related Topics

Product ID 101052

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Arkansas CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Delaware CLE Approved 6 Total
Florida CLE Approved 7 Total
Georgia CLE Approved 6 Total
Hawaii CLE Approved 6 Total
Iowa CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Indiana CLE Approved 6 Total
Kansas CLE Approved 7 Total
Kentucky CLE Approved 6 Total
Louisiana CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Mississippi CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Virginia CLE Approved 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Wyoming CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Overview of the Estate Administration: The Creditor's View

    1. Types and Process of Estate Administration and Its Impact on Creditors
    2. What Happens to the Debt After the Debtor Passes Away?
    3. The Role of the Probate Court and How Creditors Interact With It
    4. Debt Collection Limitations After Debtor Death Under FDCPA

  2. Identifying the Deceased Debts and Estate Assets: A Creditor's Investigation

    1. Sources of Information About Debts
    2. Locating, Verifying, and Valuing Assets (Real and Personal Property, Financial Accounts, etc.)
    3. Estate Inventory: Is There Enough Left to Collect?
    4. Determining the Validity of Creditor Claims: Standard of Proof and Evidence Required

  3. Creditor Rights and Responsibilities

    1. Notice to Creditors: What You Can Expect
    2. Secured vs. Unsecured Creditor Rights
    3. Effective and Compliant Communication With Personal Representatives

  4. Pursuing Claims: Maximizing Recovery

    1. Filing Procedure and Timeline
    2. Supplying Proof
    3. Time-Limited Objections to Disallowed Claims
    4. Other Creditor Remedies to Consider

  5. Disputes and Special Issues

    1. Claims Against Non-Probate Assets
    2. Contesting a Will or Estate Administration
    3. Insolvent Estates
    4. Bankruptcy Considerations
    5. Cross-Border Issues
    6. Litigation and Judgment Enforcement

  6. Legal Ethics of Collecting From Estates

    1. Attorney Fees and Engagement Agreements
    2. Attorney Duty of Confidentiality and Data Security
    3. Handling Other People's Money Ethically
    4. Conflicts of Interest and Ethical Walls

Who Should Attend

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

Speakers

Misty L Piekaar
Misty L.
Piekaar
Piekaar Law Firm, PLLC
Kaitlin Hackett
Kaitlin
Hackett
Porzio, Bromberg & Newman, P.C.
David L Campbell
David L.
Campbell
Underwood Perkins, P.C.
William J Factor
William J.
Factor
FactorLaw/Law Office of William J. Factor, Ltd.
Alex J Whitt
Alex J.
Whitt
FactorLaw/Law Office of William J. Factor, Ltd.
Speaker bio
Misty L Piekaar

Misty L. Piekaar

Piekaar Law Firm, PLLC
Misty Piekaar

is an attorney at Piekaar Law Firm, PLLC, and has advised many clients on estate planning strategies that address the consequences of transferring assets, tax liabilities, business interests and proper planning for retirement, marriage and incapacity. She also has assisted many clients with estate administration, elder law and guardianships. Ms. Piekaar is a member of the North Carolina Bar Association, Wake County Bar Association, and a member of the Estate Planning Section of the North Carolina Bar Association. She earned her J.D. degree from North Carolina Central University School of Law and her undergraduate degree in international studies from the University of North Carolina at Chapel Hill.

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Speaker bio
Kaitlin Hackett

Kaitlin Hackett

Porzio, Bromberg & Newman, P.C.
Kaitlin Hackett

is an associate at Porzio, Bromberg & Newman, P.C. She concentrates her practice on estate planning, estate administration, and guardianship matters. Ms. Hackett assists clients with tax planning, disputes, and estate administration matters. She served as a judicial law clerk to the Honorable Timothy W. Chell, PJ.Cv. in the Superior Court of New Jersey, Gloucester/Cumberland/Salem County vicinage. Ms. Hackett earned her bachelor's degree from Stockton University, with a double major in psychology and political science; and her J.D. degree from Rutgers Law School. While attending Rutgers, she served as editor in chief of the Rutgers Journal of Law and Public Policy and as a teaching assistant for the estate planning classes.

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Speaker bio
David L Campbell

David L. Campbell

Underwood Perkins, P.C.
David Campbell

is a director in the Dallas law firm of Underwood Perkins, P.C., where he practices in the areas of bankruptcy, commercial bankruptcy, real estate finance, real estate, creditors' rights and foreclosures. He has lectured to various professional groups and has written numerous articles and publications on topics related to areas of his practice. Mr. Campbell earned his B.S.Ed. degree from Abilene Christian University, his M.Ed. degree from Texas A & M University-Commerce and his J.D. degree from Texas Tech University, where he was Order of the Coif and a member of the Law Review. He is a member of the American Bar Association, State Bar of Texas and the Dallas Bankruptcy Bar Association. Mr. Campbell also is chair of the ABA RPTE Section Workouts, Foreclosure and Bankruptcy Committee and an advisor to the Uniform Law Commission Drafting Committee for the Uniform Residential Foreclosure Act.

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Speaker bio
William J Factor

William J. Factor

FactorLaw/Law Office of William J. Factor, Ltd.
William Factor

is a partner with FactorLaw/Law Office of William J. Factor, Ltd. He has been dealing with financially distressed businesses and individuals sine the early 1980's. Practice areas include personal bankruptcy, business bankruptcy, bankruptcy alternatives, bankruptcy discharge litigation, bankruptcy litigation, creditors rights, commercial litigation, COVID-19 issues and merchant cash advance defense. Mr. Factor earned his A.B. degree from the University of Chicago and his J.D. degree, with high honors, from DePaul University College of Law.

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Speaker bio
Alex J Whitt

Alex J. Whitt

FactorLaw/Law Office of William J. Factor, Ltd.
Alex Whitt

is an attorney at FactorLaw/Law Office of William J. Factor, Ltd. He specializes in representing debtors in complex Chapter 7, 13, and 11 matters, as well as representing Chapter 7 trustees. With nine years of experience, Mr. Whitt has successfully represented clients across an array of bankruptcy matters. He graduated in the top 10 of his class from the University of Illinois Chicago School of Law (formerly the John Marshall Law School). While in law school, Mr. Whitt served as staff editor for the Law Review Journal and as a judicial extern for then Chief Bankruptcy Judge Bruce W. Black. He has also served as the co-chair for the Chicago Bar Association's Young Lawyers' Bankruptcy & Reorganization committee.

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