Florida Estate Administration From Start to Finish
Credits Available
| Credit | Status | Total |
|---|---|---|
| Florida CLE |
|
8 Total |
| Florida Registered Paralegal |
|
6.5 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Thu, Jun 04, 00:00 AM – 00:00 PM
Thu, Jun 04, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
or
Overview
A Comprehensive Step-By-Step Guide to Estate Administration
Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are 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.
- Come away with helpful forms, sample documents, and checklists to assist in the process.
- Acquire strategies to ensure you can help your clients through every step of the probate process.
- Manage your client's entire estate administration procedures properly and effectively.
- Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests.
- Understand how to properly transfer and distribute assets.
- Explore proper procedures and processes when dealing with insurance claims and debt during estate administration.
- Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
- Get the latest information on allowances and elections against the will.
- Identify how to properly distribute assets to minors, surviving spouses and trusts.
Abbreviated Agenda
- Commencement of Proceedings and Information Gathering
- Initial Steps to the Estate Administration Process
- Marshalling Assets
- Handling Creditor Claims and Debt
- Complex Issues in Estate Administration
- Handling Estate Administration Tax Issues
- Distribution and Closing of the Estate
- Ethics and Estate Administration
Can't Attend Live?
Pre-Order the OnDemand
We will notify you when the ondemand recording is available.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Florida CLE |
|
8 Total |
| Florida Registered Paralegal |
|
6.5 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Select Jurisdiction
CLE
Paralegal
Other
Agenda
-
Commencement of Proceedings and Information Gathering
- Appointment of Estate Administration
- Formal vs. Informal Proceedings
- Sample Letters of Authority
- First Meeting With Family or Designated Personal Representative and Determination of Heirs
- Written Fee Agreements
- Tips to Locate Information Quickly Using Online and Government Resources
- Dealing with Multiple States
- Appointment of Estate Administration
-
Initial Steps to the Estate Administration Process
- Understanding the Laws of Intestacy
- Sample Estate Administration Checklists, Forms and Required Notices Needed
- Interpreting Provisions and Terms of Art Found in Wills
- Using Disclaimers Correctly
-
Marshalling Assets
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- Safe Deposit Boxes and Bank Accounts
- Real Estate
- Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
- Sample Forms and Documents Needed
- Appraisers and Valuing the Property of Probate Estates
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
-
Handling Creditor Claims and Debt
- Sample Forms and Required Notices Needed
- Priority and Payment of Claims
- Late Claims and Contested Claims
- Steps to Ensure all Debt is Located and Handled Correctly
- What if the Assets Don't Cover the Bills?
- Bankruptcy and Foreclosure
- Selling of Assets and Properly Dealing with Creditors
-
Complex Issues in Estate Administration
- Jointly Held Assets
- Spousal Claims
- Allowances and Elections Against the Will
- Handling Unmarried Couples and Stepchildren
- Will Contests, Trust and Estate Disputes
- Business Ownership
- Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
-
Handling Estate Administration Tax Issues
- Examples of Forms Needed
- Federal and State Estate Tax Considerations
- Income Tax Issues for the Estate and the Heirs
- Resolving Disputes With Taxing Authorities
- Deductions and Exemptions
- How the Generation-Skipping Transfer Tax Affects Your Clients
- Tax Deadlines and Handling Extensions
- Sales of Real Property
-
Distribution and Closing of the Estate
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
- Real Estate
- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
-
Ethics and Estate Administration
- Breach of Fiduciary Responsibility
- Avoiding Conflicts of Interest
- Attorney-Client Privilege
- Fee Agreements
Who Should Attend
This basic 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
Speakers
Speaker bio
Michael A. Lampert
is a board-certified tax lawyer in West Palm Beach concentrating in the areas of tax, estate planning and administration, with an emphasis on tax controversy matters. He received his A.B. degree from the University of Miami, J.D. degree from Duke University and LL.M. in taxation from New York University. He is past chair of The Florida Bar Tax Section, past president of the Palm Beach Tax Institute and past chair of The Florida Bar Tax Law Certification Committee and currently serves on that committee. He received the 2020-2021 Gerald T. Hart Outstanding Tax Attorney of the Year Award from The Florida Bar Tax Section. He is a fellow of the American College of Tax Counsel, a member of the South Florida Tax Litigation Association, a past chairman of the Palm Beaches - Treasure Coast Region Chapter of the American Red Cross, current American Red Cross board member, and past president of the Alpert Jewish Family & Children’s Service of Palm Beach County.
Speaker bio
Oscar A. Sanchez
is a frequent presenter on the topic of professional ethics. He has served on the Professional Ethics Committee of The Florida Bar, he has served two terms on Florida Bar Grievance Committees, and he is a past-chair of The Florida Bar Alternative Dispute Resolution Section. Mr. Sanchez is a Florida Supreme Court certified circuit and appellate mediator, a Florida Supreme Court qualified arbitrator, and is on the roster of the American Arbitration Association Master Mediators Panel. He is a member of the National Association of Distinguished Neutrals. Before founding his statewide mediation firm OAS Mediation in 2015, he was an equity partner in an AMLaw 100 law firm. Mr. Sanchez is a graduate of the University of Florida Levin College of Law, earning membership in the Order of the Coif.
Speaker bio
Blakely S. Moore
is an estate planning attorney and a managing partner at PTM Trust and Estate Law. He focuses his practice on helping people protect their loved ones and themselves with creative estate plans and helping fiduciaries administer trusts or probate estates. Mr. Moore earned his J.D. degree, cum laude, from the University of Florida Levin College of Law. He is admitted to practice law in Florida.
Speaker bio
Kevin T. Knight
is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.
Speaker bio
Victoria Morales
is an associate at GrayRobinson, P.A., where she is a member of the firm's private client services team and focuses her practice on elder law, estate planning, probate and trust administrations, guardianship, Medicaid planning, federal estate tax returns, gift tax returns, and wealth transfer strategies for individuals and families. She serves as a trusted advisor, guiding clients through the complexities of end-of-life planning, long-term care considerations, and trust and probate administration with clarity, empathy, and a client-focused approach. Drawing on her prior experience as press and communications secretary and deputy field director for a New York State senator, Ms. Morales brings strong analytical and communication skills to her practice, enabling her to thoughtfully address clients' legal and personal goals. Ms. Morales is admitted to practice law in Florida. As an honors program scholar, Mrs. Morales earned her Bachelor of Science, magna cum laude, from John Jay College of Criminal Justice. She began obtaining her Juris Doctor from St. Johns School of Law prior to transferring to Barry University School of Law where she earned her Juris Doctor. Ms. Morales' affiliations include the Brevard County Bar Association and the Young Lawyers Division, as well as the Elder Law Section, Real Property, Probate and Trust Law sections and Young Lawyers Division for The Florida Bar.
Speaker bio
Marty Smith
is an attorney with the Ocala law firm of Smith Corbett, P.A., where he practices in the areas of estate planning and tax related matters, agricultural law, business and commercial law, environmental law, litigation and appeals, real estate law and tax related matters. Mr. Smith earned his B.S.A. degree, magna cum laude, from the University of Georgia and his J.D. degree from the University of Florida. He is a member of the Marion County Bar Association, The Florida Bar and the American Agriculture Association.
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