Trusts, Estates & Probate

4.5

Estate Administration Final Steps (With Final Account and Closing Checklists)

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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 53 minutes
Christopher Denney
Dean Dietrich
Jessica Plummer
Leslie Levin
With Christopher E. Denney from Silvermark CPAs & Advisors + 3 others
Recorded November 13, 2025.
Product ID 101148

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Overview

Handy Tools to Ensure Accuracy and Prevent Disputes

It takes great project management skills to bring an estate to a close. The critical final stages of the process are where all previous mistakes and oversights are likely to come to light and derail the case. This legal course focuses on the intricate tasks required to ensure a successful and compliant estate closing. Get practical knowledge and actionable insights into preparing final accounts, obtaining tax clearances, managing distributions, and ensuring proper discharge of the PR. Our sample tools and checklists will help you get organized - register today!

  • Organize the estate closing process to ensure transparency and prevent re-openings.
  • Distinguish between formal and informal final accounts and structure your report appropriately.
  • Spot common problems that will cause final accounting mistakes.
  • Determine when consent is needed in distributions and how to obtain and document it.
  • Use our sample documents and checklists to streamline the process.

Abbreviated Agenda

  1. Laying the Groundwork for Closing
  2. Court Filings and Discharge
  3. Obtaining Tax Clearances
  4. Preparing the Final Fiduciary Accounting
  5. Distributions and Releases
  6. Legal Ethics Dilemmas Common When Wrapping up the Estate

Related Topics

Product ID 101148

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 6 Total
Alabama CLE Approved 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
Ohio CLE Approved 6 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
South Carolina CLE Approved 6 Total
Tennessee CLE Approved 6 Total
Texas CLE Approved 6 Total
Utah 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. Laying the Groundwork for Closing

    1. Review of Estate Status: What Needs to Be Done Before Closing?
    2. Fiduciary Duties in the Final Stages: Duty to Account, Distribute, and Obtain Discharge
    3. Best AI Tools for Estate Workflows: From Free General-Use to High-End Specialized

  2. Court Filings and Discharge

    1. Required Documentation for Court Filing
    2. Notice Requirements to Interested Parties
    3. Addressing Objections to Final Accounting or Distribution
    4. Obtaining Personal Representative Discharge

  3. Obtaining Tax Clearances

    1. Income Tax Forms and Reporting
    2. Income in Respect of a Decedent (IRD)
    3. Deductible vs. Non-Deductible Expenses
    4. Reporting Income and Distributions
    5. When Is Form 706 Needed?
    6. Briefly About Estate Tax and Portability
    7. IRS Communication and Useful Publications

  4. Preparing the Final Fiduciary Accounting

    1. Components of a Comprehensive Final Accounting
    2. Formal vs. Informal Accounting Requirements
    3. Best Practices for Clarity and Transparency
    4. Tools and Apps Useful in Creating Final Accounts
    5. Top Reasons the Account Doesn't Balance and What to Do

  5. Distributions and Releases

    1. Specific and General Bequests, Residuary Distributions
    2. Funding Trusts (Testamentary and Inter Vivos)
    3. In-Kind Distributions vs. Cash Distributions
    4. Dealing With Minors and Beneficiaries With Special Needs
    5. Drafting Beneficiary Releases and Waivers and Getting Them Signed

  6. Legal Ethics Dilemmas Common When Wrapping up the Estate

    1. Diligence: Handling Delays That Can Harm Beneficiaries and Drive Up Estate Expenses
    2. Communication: Prompt Updates on the Status of the Estate
    3. Conflicts of Interest: Personal Representative vs. Beneficiary Client
    4. Attorneys Acting as Personal Representatives
    5. Safeguarding Property: Robust Reporting and Preventing Asset Commingling
    6. Confidentiality: Informed Consent for Disclosure

Who Should Attend

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

Speakers

Christopher E Denney
Christopher E.
Denney
Silvermark CPAs & Advisors
Dean R Dietrich
Dean R.
Dietrich
Weld Riley, S.C.
Jessica Plummer
Jessica
Plummer
Hicks-Guinn Law
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Speaker bio
Christopher E Denney

Christopher E. Denney

Silvermark CPAs & Advisors
Christopher Denney

, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; the Indiana CPA Society; the National Association of Certified Valuation Analysts; and the Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree, in accounting, from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.

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Speaker bio
Dean R Dietrich

Dean R. Dietrich

Weld Riley, S.C.
Dean Dietrich

, a shareholder with Weld Riley, S.C., has represented clients in the areas of lawyer ethics and professional responsibility for more than 35 years. He has represented attorneys in matters before the Wisconsin Supreme Court and the Office of Lawyer Regulation, and consults with law firms and lawyers regularly regarding compliance with the Rules of Professional Conduct. Mr. Dietrich has served as chair of the State Bar Committee on Professional Ethics, in addition to past service on the committee appointed by the Wisconsin Supreme Court to review changes to the Wisconsin Rules of Professional Conduct for Attorneys. He is a member of the ABA's Center for Professional Responsibility and the Association of Professional Responsibility Lawyers. Mr. Dietrich currently serves as past president of the State Bar of Wisconsin. He is a graduate of Marquette University Law School.

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Speaker bio
Jessica Plummer

Jessica Plummer

Hicks-Guinn Law
Jessica Plummer

is the senior managing attorney at Hicks-Guinn Law, where she focuses her practice on estate planning, personal injury and estate administration. She is admitted in North Carolina. Ms. Plummer earned her B.S. degree from North Carolina A&T State University and her J.D. degree from University of South Carolina School of Law.

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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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