NH Specific

Trusts, Estates & Probate

New Hampshire Probate and Trust Administration

Credits Available
Credit Status Total
New Hampshire CLE Approved 6.6 Total
OnDemand
6 hours 38 minutes
Stephanie Burnham
Emma Hilton
Susanne Chisholm
With Stephanie K. Burnham from Burnham Legal, PLLC + 2 others
Coming Soon! OnDemand recording will be available on June 05, 2026.
Product ID 101790

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Overview

Creditor Claims, Distributions, Tax Issues, and More!

Working through issues that arise through probate and trust administration can be daunting. Are you well-equipped with the tools you need to succeed? This insightful course will take you through steps in probate administration, including information on creditor and debt issues, tax and more. You will also get valuable insight on trust administration, including the handling of accounting, distributions and taxes. Don't miss this opportunity to hone your probate and trust administration skills - register today!

  • Take a closer look at the initial steps for filing the estate.
  • Discuss what needs to be done to handle creditor claims and debts.
  • Make sure everything is in order for the final distribution of the estate.
  • Review what issues need to be addressed concerning taxes in probate administration.
  • Get the latest information on taxation concerns associated with trusts.
  • Explore the different types of trusts and how they are used.
  • Learn ways to manage, sell and distribute property and assets in trust administration.
  • Gain a better understanding of the distinctions between trust fiduciary accounting and income tax accounting.

Abbreviated Agenda

  1. Probate Process and Overview
  2. Assets, Creditor Claims and Debt Considerations
  3. Distributions, Final Accounting and Closing the Estate
  4. Tax Issues in Probate Administration
  5. Trust Taxation Issues
  6. What You Need to Know About Trust Creation and Administration
  7. Ethics and Estate Administration

Related Topics

Product ID 101790

Credit Details

Credits Available
Credit Status Total
New Hampshire CLE Approved 6.6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Probate Process and Overview

    1. Review of the Probate Timeline
    2. Forms of Administration
    3. Deadlines to be Aware of
    4. Documents Used in the Probate Process
    5. Information Gathering
    6. Laws of Intestacy
    7. Initial Petition and Notices
    8. Sample Forms, Letters and Documents

  2. Assets, Creditor Claims and Debt Considerations

    1. Marshalling Probate and Non-Probate Assets: Key Procedures
    2. Properly Ensure ALL Debt is Located and Handled
    3. Required Public Notices to Creditors
    4. Priority and Payment Determinations for Claims
    5. Contested Claims and Prescribed Claims
    6. Appropriately Dealing with Creditors
    7. Insolvent Estates
    8. Sale of Assets to Satisfy Creditors

  3. Distributions, Final Accounting and Closing the Estate

    1. Documents Needed to Close the Estate
    2. Proper Transfer and Timing of Distributions - Probate and Non-Probate Assets
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Fees for Personal Representatives and Attorneys
    7. Annual Accounting Requirements and Format
    8. Final Accounting Checklist
    9. Estate Closing Procedures

  4. Tax Issues in Probate Administration

    1. State and Federal Tax Considerations
    2. Tax Deadlines and Extensions
    3. Essential Tax Forms and Returns
    4. Deductions and Exemptions
    5. Income Tax and Basis Adjustment for Decedent's Assets
    6. Real Property Tax Considerations

  5. Trust Taxation Issues

    1. Tax Returns: Annual and Final
    2. Tax Consequences of Trustee's Actions
    3. Real Property Taxes
    4. Income Taxation
    5. Estate and Generation-Skipping Transfer Taxes
    6. Tax Consequences of Paying Retirement Benefits to Trusts
    7. Tax Basis in the Assets

  6. What You Need to Know About Trust Creation and Administration

    1. Types of Trusts and Their Purpose
    2. Jurisdiction
    3. Duties and Powers of the Trustee
    4. Valuation of Assets
    5. Funding a Trust
    6. Communication with Beneficiaries
    7. Amending and Modifying the Trust
    8. Trust Administration Checklist
    9. Trust Distributions and Reporting
    10. Sample Forms and Documents

  7. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Confidentiality
    4. Fee Agreements

Who Should Attend

This intermediate level online seminar is designed for professionals who want to be more effective in the probate and trust administration process, such as:

  • Attorneys
  • CPAs and Accountants
  • Tax Professionals
  • Financial Planners and Wealth Managers
  • Trust Officers
  • Paralegals

Speakers

Stephanie K Burnham
Stephanie K.
Burnham
Burnham Legal, PLLC
Emma J Hilton
Emma J.
Hilton
Londonderry Law
Susanne M Chisholm
Susanne M.
Chisholm
Chisholm Persson & Ball, PC
Speaker bio
Stephanie K Burnham

Stephanie K. Burnham

Burnham Legal, PLLC
Stephanie Burnham

has been presenting and explaining estate planning concepts to assist people in planning for the future of their families since 2001. Burnham Legal, PLLC is a New Hampshire-based law firm offering clients individualized advice on estate planning strategies. Since 2001, Ms. Burnham has been advising clients in New Hampshire and Massachusetts on their options for transferring their assets to the next generation, structuring their planning to protect their assets, and assisting clients with the tools to meet their goals and needs for their family. As a member of the New Hampshire Bar Association, she has spent 16+ years on the Ethics Committee. The New Hampshire Bar Association’s Ethics Committee is dedicated to providing guidance to members of the New Hampshire Bar and Judiciary on issues and questions related to the Rules of Professional Conduct. These rules are what all licensed attorneys must follow in order to remain licensed to practice law in the state of New Hampshire. Ms. Burnham has been serving as chair of that committee since 2020. She also serves as faculty for continuing legal education seminars for the New Hampshire Bar Association, National Business Institute and CATIC, lecturing fellow attorneys on areas of estate planning, elder law, probate and trust administration, and ethics topics. Ms. Burnham earned her B.S. degree from the University of New Hampshire and her J.D. degree from Western New England University (formerly Western New England College). She is a member of the New Hampshire Bar Association Elder Law, Estate Planning & Probate Section, New Hampshire Bar Association Ethics Committee and NAELA, the National Academy of Elder Law Attorneys. Mrs. Burnham is admitted to practice in New Hampshire State and Federal Courts and Massachusetts State and Federal Courts.

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Speaker bio
Emma J Hilton

Emma J. Hilton

Londonderry Law
Emma Hilton

is an attorney with Londonderry Law, where she practices in the areas of tax law, estate planning, tax research, tax preparation and business planning. Ms. Hilton earned her LL.M. degree in taxation from New York University; her B.A. degree, cum laude, from the University of Massachusetts/Lowell; and her J.D. degree from Boston College Law School. She is currently admitted in both Massachusetts and New Hampshire.

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Speaker bio
Susanne M Chisholm

Susanne M. Chisholm

Chisholm Persson & Ball, PC
Susanne Chisholm

is an attorney and shareholder at Chisholm Persson & Ball, PC, where she concentrates her practice in the areas of probate and estate planning. She began her law career working for a big six accounting firm before transitioning to private practice. Ms. Chisholm is admitted to the Connecticut and New Hampshire bars. She is a member of the New Hampshire Bar Association, Connecticut Bar Association, American Bar Association and Estate Planning Council. Ms. Chisholm frequently teaches continuing legal education courses on estate planning and probate topics. She earned her B.A. degree from the University of Vermont and her J.D. degree from the University of Connecticut School of Law, where she was the recipient of the American Jurisprudence Award and The Little, Brown & Company Awards in trusts and estates.

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