KY Specific

Trusts, Estates & Probate

New Release!

Kentucky Estate Administration Tasks and Disputes

Credits Available
Credit Status Total
Kentucky CLE Approved 6 Total
OnDemand
5 hours 50 minutes
Peter Ostermiller
Carolyn Kenton
Leah Morrison
Paul O
Daniel Oyler
With Peter L. Ostermiller from Peter L. Ostermiller, Attorney at Law + 4 others
Recorded May 18, 2026.
Product ID 101800

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Overview

How the Process Is Supposed to Work and the Many Ways It Can Go Wrong

Do you know what to do when estates go off the rails? Putting a decedent's affairs to rest is an intricate process, often complicated by grief and conflict. Are you prepared to spot danger zones at the outset and prevent them from derailing the administration? This comprehensive legal guide will walk you through the essential tasks of the estate administration, help identify and neutralize top sources of conflict, and arm you with the tools to resolve common disputes as they arise. Learn from the experience of professionals - register today!

  • Choose the right form of administration and qualify borderline cases for small estate procedures.
  • Prevent estate inventory mistakes that can easily snowball into distributions disputes.
  • Never miss a tax deadline with a quick guide to tax returns rules, forms, and timelines.
  • Get to the root causes of estate disputes and discover ways to prevent and resolve them.

Abbreviated Agenda

  1. Estate Administration Tasks and Procedures in Practice - Part 1
  2. Estate Administration Tasks and Procedures in Practice - Part 2
  3. Tax Reporting for the Decedent and the Estate
  4. Common Estate Disputes: Root Causes and Lessons From Case Law
  5. Fiduciary Misconduct Disputes in Detail
  6. Legal Ethics in Estate Administration

Related Topics

Product ID 101800

Credit Details

Credits Available
Credit Status Total
Kentucky CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Estate Administration Tasks and Procedures in Practice - Part 1

    1. Locating the Will and Other Immediate Tasks
    2. Forms of Administration, Qualifying for Small Estate Procedure
    3. Assets Marshalling, Inventory, and Appraisal
    4. Paying Debts: Public Notices and Creditor Claims
    5. Estate Management: Sale of Property, Tracking Expenses, etc.
    6. Distributing Assets and Closing the Estate

  2. Estate Administration Tasks and Procedures in Practice - Part 2

  3. Tax Reporting for the Decedent and the Estate

    1. Tax Rules Update for Individuals, Trusts, and Estates
    2. Requesting Extensions
    3. Past Taxes Due
    4. Determining the Value and Tax Basis of Assets
    5. Filing Tax Returns: Forms and Schedules

  4. Common Estate Disputes: Root Causes and Lessons From Case Law

    1. Identifying Potential Sources of Conflict
    2. Will Validity: Capacity, Undue Influence, Improper Execution
    3. Disputes Over Distributions From a "Pot" Trust
    4. Year's Support Claims
    5. Contested Creditor Claims
    6. Disputes Over Family Business
    7. Trust Disputes

  5. Fiduciary Misconduct Disputes in Detail

    1. Interpreting Testamentary Intent
    2. Objections to Accounts and Petitions
    3. Using Mediation to Prevent Escalation
    4. Notices of Proposed Action
    5. Document Requests and Depositions
    6. Financial Experts in Trusts and Estates Disputes

  6. Legal Ethics in Estate Administration

    1. Client Capacity Questions
    2. The Ever-Expanding Duty of Competence: Hitting the Moving Target
    3. Confidentiality and Deceased Clients
    4. Communicating With Third Parties
    5. Conflicts of Interest

Who Should Attend

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

  • Attorneys
  • CPAs and Accountants
  • Paralegals
  • Wealth Managers
  • Tax Professionals
  • Trust Officers
  • Personal Representatives

Speakers

Peter L Ostermiller
Peter L.
Ostermiller
Peter L. Ostermiller, Attorney at Law
Carolyn L Kenton
Carolyn L.
Kenton
Kenton Elder Law
Leah A Morrison
Leah A.
Morrison
English, Lucas, Priest & Owsley, LLP
Paul C O'Bryan
Paul C.
O'Bryan
Thomas Hamilton, P.S.C.
Daniel M Oyler
Daniel M.
Oyler
Parrent & Oyler
Speaker bio
Peter L Ostermiller

Peter L. Ostermiller

Peter L. Ostermiller, Attorney at Law
Peter Ostermiller

is a sole practitioner concentrating in legal ethics and professional responsibility matters. In 1980 he obtained his license to practice law in Kentucky. His legal ethics and professional responsibility law practice began in the mid -1980s and, since the mid-1990s has been his practice concentration. He represents attorneys in disciplinary and reinstatement proceedings, judges in judicial ethics matters, and bar exam applicants. Mr. Ostermiller has also represented parties in attorney's fee dispute proceedings, and attorneys in legal proceedings in which sanctions have been sought against the attorney. He has represented parties in attorney disqualification proceedings and counseled lawyers and law firms in their respective rights, responsibilities and duties to other attorneys and their clients. He also serves as an expert witness at the state and federal level regarding legal ethics and professional responsibility matters. Mr. Ostermiller is a member of the Kentucky Bar Association, Louisville Bar Association and Association of Professional Responsibility Lawyers. Mr. Ostermiller earned his B.A. and J.D. degrees from the University of Louisville.

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Speaker bio
Carolyn L Kenton

Carolyn L. Kenton

Kenton Elder Law
Carolyn Kenton

is lead attorney and founder of Kenton Elder Law, which focuses on legal issues of the older client. She frequently lectures on asset management and the documents necessary to accomplish that, Medicaid asset preservation planning, Veteran's benefit planning, guardianships and the probate process. Ms. Kenton is co-author of Kentucky Elder Law, 2018 ed. (Vol. 23, Kentucky Practice Series), as well as many monographs on probate, estate settlement and Medicaid planning. She is a former state representative and a member of the Kentucky Bar Association (Elder Law Section). Ms. Kenton earned her B.A., M.A. and J.D. degrees from the University of Kentucky.

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Speaker bio
Leah A Morrison

Leah A. Morrison

English, Lucas, Priest & Owsley, LLP
Leah Morrison

is an attorney with English, Lucas, Priest & Owsley, LLP in Bowling Green, Kentucky. She concentrates her practice in designing estate, asset protection, and business succession plans in a tax advantageous manner. Ms. Morrison is a member of the American, Kentucky, Louisville, and Bowling Green-Warren County bar associations. She earned her J.D. degree, magna cum laude, from the University of Louisville Brandeis School of Law; her LL.M. degree in taxation, magna cum laude, from the University of Alabama; and her B.A. degree in criminal justice from George Washington University.

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Speaker bio
Paul C O'Bryan

Paul C. O'Bryan

Thomas Hamilton, P.S.C.
Paul O'Bryan

is an attorney with Thomas Hamilton PSC. He focuses his 25+ years of practice in the areas of elder law, estate planning, probate law, probate litigation, wills and trusts. Mr. O'Bryan is a certified mediator by Capital University Law School. He speaks routinely on estate planning, guardianships, power of attorney, wills and trusts to attorneys, paralegals and business professionals. Mr. O'Bryan earned his B.S. degree from the University of Louisville and his J.D. degree from Salmon P. Chase College of Law.

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Speaker bio
Daniel M Oyler

Daniel M. Oyler

Parrent & Oyler
Daniel Oyler

is a partner in the law firm of Parrent & Oyler in Louisville, Kentucky. He practices in the areas of wills, trusts and estates since his admission. Mr. Oyler is a frequent speaker at continuing legal education (CLE) seminars for attorneys on these subjects, and in particular on the subject of estate and trust litigation, will contests, and contested probate matters. Additionally, he handles matters involving general civil litigation and estate planning. Mr. Oyler earned his B.S.B.A. and J.D. degrees from the University of Louisville. He is a member of the Kentucky Bar Association, Probate and Trust Law Section and the Louisville Bar Association Probate and Estate Planning Section. 

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