Trusts, Estates & Probate

4.6

Estate Administration A to Z

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 Carolina 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 Approved 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
OnDemand
5 hours 54 minutes
Mary Beth Isom
Olivia Wann
Gerard Wrynn
With Mary Beth Isom from D.B. Clark Law + 2 others
Recorded December 30, 2025.
Product ID 101291

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Overview

A Step-By-Step Guide to Estate Administration

Designed for those who are new to estate administration or need a basic refresher, this course provides a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll learn how to correctly deal with thorny estate administration debt issues, jointly held assets, business ownership, and tax reporting. Equip yourself with real-life, practical knowledge and become fully prepared to handle the entire estate administration process from start to finish - register today!

  • Learn how to meet every deadline, follow procedures, and complete essential forms.
  • Identify key estate administration pitfalls you need to avoid.
  • Tackle common hurdles, including taxes, jointly held assets, and blended family rights.
  • Prepare to properly transfer and distribute assets.
  • Identify how to properly distribute assets to minors, surviving spouses, and trusts.
  • Explore what must (and should) be included in the final accounting for a worry-free estate wrap-up.

Abbreviated Agenda

  1. Commencing Proceedings: Initial Steps and Information Gathering
  2. Distributions and Settlement of the Estate
  3. Handling Creditor Claims and Debt
  4. Common Problems in Estate Administration
  5. Tackling Tax Issues in Estate Administration
  6. Marshalling and Managing Probate and Non-Probate Assets
  7. Ethics in Estate Administration: Rules of Professional Conduct in Action

Related Topics

Product ID 101291

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 6 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 Carolina 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 Approved 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
Delaware Certified Paralegal Program Approved 6 Total
Florida Registered Paralegal Approved 6 Total
Indiana Paralegal CLE Approved 6 Total
Montana CLE Credit for Paralegals Approved 6 Total
New Mexico Paralegal Division, State Bar of Approved 6 Total
Ohio Certified Paralegals Approved 6 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 6 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Commencing Proceedings: Initial Steps and Information Gathering

    1. First Meeting With Family and/or Fiduciary
    2. Client Intake Forms and Questionnaire: Documents to Request
    3. Initial Research: Online and Government Resources
    4. Locating and Authenticating the Will, Intestate Estates
    5. Court-Supervised Probate vs. Informal Small Estate Procedures
    6. Filing the Initial Petition and Obtaining Letters of Administration
    7. Determining and Contacting Heirs

  2. Distributions and Settlement of the Estate

    1. Forms, Agreements, and Documents Needed
    2. Final Accounting of the Estate
    3. Proper Transfer and Distribution of Probate and Non-Probate Assets
    4. Timing and Structure of Distributions (In Kind, to Minors, to Trusts)
    5. Disposition of Unclaimed Assets
    6. Compensation and Discharge of the Personal Representative

  3. Handling Creditor Claims and Debt

    1. Understanding the Claims Period and Notice Requirements
    2. Presentation of Claims Against the Estate
    3. Assets Subject to Claims
    4. Researching Property Liens and Encumbrances
    5. Priority and Payment of Claims: Secured and Unsecured
    6. Objections and Disallowed Claims
    7. Insolvency

  4. Common Problems in Estate Administration

    1. The Rights of Exes, Unmarried Couples, and Stepchildren
    2. Will Contests, Trust and Estate Disputes
    3. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney, etc.
    4. When is Ancillary Administration Needed?
    5. Uncooperative and Incompetent Fiduciaries

  5. Tackling Tax Issues in Estate Administration

    1. Forms and Documents Needed for Proper Tax Reporting
    2. Tax Deadlines and Extension Requests
    3. Federal Income Tax for the Descendent and the Estate
    4. Deductions, Exemptions, Disclaimers, and Elections
    5. How Estate/GST Tax May Impact Your Clients, When the Return Is Needed
    6. Tax Impact of Real Property Sales

  6. Marshalling and Managing Probate and Non-Probate Assets

    1. Safe Deposit Boxes and Bank Accounts
    2. Real Property, Jointly Held Assets, TODs, and Life Estates
    3. Brokerage Accounts, 401Ks, IRAs, Pensions, and Life Insurance Policies
    4. Business Interests, Digital Assets, and IP
    5. Determining and Documenting the Value of the Property
    6. Handy Tips for Structuring Estate Inventory to Avoid Mistakes

  7. Ethics in Estate Administration: Rules of Professional Conduct in Action

    1. Competence Duty: Tackling Large Estates and Complex Tax Issues
    2. Diligence and Deadlines: Practical Tips for Keeping the Case on Track
    3. Safeguarding Client Property
    4. Attorneys Acting as Fiduciaries
    5. Avoiding Conflicts of Interest
    6. Attorney-Client Privilege
    7. Engagement Agreements and Attorney Compensation

Who Should Attend

This legal program is designed for attorneys. It will also benefit accountants, executors, wealth managers, tax specialists, trust officers, and paralegals.

Speakers

Mary Beth Isom
Mary Beth
Isom
D.B. Clark Law
Olivia Wann
Olivia
Wann
The Law Office of Olivia Wann & Associates, PLLC
Gerard M Wrynn
Gerard M.
Wrynn
Ferguson Cohen LLP
Speaker bio
Mary Beth Isom

Mary Beth Isom

D.B. Clark Law
Mary Beth Isom

is the paralegal for the Law Offices of D. Blair Clark, PC. She is a graduate of Lewis-Clark State College with degrees in both the legal secretary and paralegal programs. Ms. Isom is the only Certified Bankruptcy Assistant (CBA) in Idaho. She has extensive knowledge of all the forms of bankruptcy filings, including Chapters 9s, 11s and 12s. Ms. Isom currently has three assistants working for her and has trained other paralegals in the past. She was the primary instructor for paralegals and legal assistants at the Idaho Commercial Law and Bankruptcy Section seminars in 2008, 2009 and 2010. Ms. Isom currently is attending Regent University to obtain her law degree with goals of representing clients in bankruptcy and elder law.

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Speaker bio
Olivia Wann

Olivia Wann

The Law Office of Olivia Wann & Associates, PLLC
Olivia Wann

founded Modern Practice Solutions, LLC and later expanded her professional offerings by establishing The Law Office of Olivia Wann & Associates, PLLC. She focuses her practice on estate planning and probate. Ms. Wann graduated, magna cum laude, with a Bachelor of Science in Health Care Administration from St. Joseph's College of Maine and earned her Doctorate in Jurisprudence from the Nashville School of Law. She is a dedicated member of the WealthCouncil, ensuring that her expertise in estate planning and trust law remains at the forefront of the field. Ms. Wann is admitted to practice law in Tennessee.

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Speaker bio
Gerard M Wrynn

Gerard M. Wrynn

Ferguson Cohen LLP
Gerard Wrynn

is an attorney with Ferguson Cohen LLP. His practice areas include trusts and estates litigation, planning and Administration, and real estate. Mr. Wrynn earned his B.S. degree at St. John's University and his J.D. degree at St. John's University School of Law. He is licensed to practice in Connecticut and New York. Mr. Wrynn is a member of the New York State Bar Association, Connecticut Bar Association, Westchester County Bar Association and the Queens County Bar Association.

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