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Trusts, Estates & Probate

4.33

Distribution and Closing of the Estate 101

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
OnDemand
3 hours
Frank Steiner
Joanne Parise
Kala David
Audrey Davis
With Frank J. Steiner from Frank Steiner Law, PC + 3 others
Coming Soon! OnDemand recording will be available on June 09, 2026.
Product ID 102068

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Course Includes
$299

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Overview

Wrap up Each Estate Administration With Confidence

The final steps of distributing assets and closing the estate are nerve-wracking in that they bring to a conclusion all the disparate tasks of the estate administration. If done wrong, it results in disputes, delayed or missing moneys for the grieving relatives, and potential lengthy litigation. This focused legal guide offers a straightforward rundown of every task that must be completed before the estate is closed. Our distinguished faculty will share their hard-won wisdom for preventing mistakes and ensuring swift and accurate resolution. Build your skills - register today!

  • Choose the right estate closing procedure: clarify what qualifies for informal procedure.
  • Learn what to do with common non-probate assets.
  • Clarify specific considerations in distributing to minors and trusts.
  • Evaluate the best steps to take when executors mismanage estate assets.

This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Is It Time to Close and Distribute?
  2. Compensation of Attorney and Fiduciary
  3. Choosing the Appropriate Closing Procedure
  4. Fiduciary Liability for Breach of Duty, Mistakes, etc.
  5. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
  6. Distributions in Kind
  7. Distribution to Minors, Surviving Spouse, and Trusts

Related Topics

Product ID 102068

Credit Details

Credits Available
Credit Status Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Upon Request 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Approved 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 0 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Upon Request 3 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Is It Time to Close and Distribute?

    1. Beneficiaries Properly Notified
    2. All Assets Identified, Inventoried, and Properly Disposed
    3. Creditor Period Expired and Creditors Paid or Resolved
    4. Tax Returns Filed

  2. Compensation of Attorney and Fiduciary

    1. Differing Jurisdictions Rules on Fees/Fee Limitations
    2. How to be a Timekeeper

  3. Choosing the Appropriate Closing Procedure

    1. Formal: Judicial vs. Non-Judicial
    2. Informal in All Other Cases
    3. Sample Forms, Agreements, and Documents Needed

  4. Fiduciary Liability for Breach of Duty, Mistakes, etc.

  5. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions

    1. Real Estate
    2. 401Ks, IRAs, Pensions, and Life Insurance Policies
    3. Distribution of Miscellaneous Assets (Automobiles, Jewelry, etc.)

  6. Distributions in Kind

  7. Distribution to Minors, Surviving Spouse, and Trusts

Who Should Attend

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

Speakers

Frank J Steiner
Frank J.
Steiner
Frank Steiner Law, PC
Joanne L Parise
Joanne L.
Parise
Williams, Coulson, Johnson, Lloyd, Parker
Kala David
Kala
David
Patterson Bray PLLC
Audrey Davis
Audrey
Davis
Patterson Bray PLLC
Speaker bio
Frank J Steiner

Frank J. Steiner

Frank Steiner Law, PC
Frank Steiner

is an attorney at law with Frank Steiner Law, PC in Nashville, Tennessee, where he practices in the areas of probate, probate litigation, wills and estates, employment law, commercial litigation, and business law. He earned his B.A. degree from the University of Kentucky and his M.S. degree from the University of Memphis. In addition to his J.D. degree from South Texas College of Law, Mr. Steiner has a Ph.D. degree from Indiana University. He is admitted to practice in Tennessee courts, Federal Middle and Eastern districts of Tennessee, and the U.S. Court of Appeals for Sixth Circuit.

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Speaker bio
Joanne L Parise

Joanne L. Parise

Williams, Coulson, Johnson, Lloyd, Parker
Joanne Parise

is an Associate Attorney at Williams Coulson Johnson Lloyd Parker & Tedesco, LLC in Pittsburgh, Pennsylvania and focuses her practice in the areas of estate, tax, and business succession planning and estate administration.

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Speaker bio
Kala David

Kala David

Patterson Bray PLLC
Kala David

is an attorney at Patterson Bray PLLC. She concentrates her practice in general civil litigation, personal injury, and family and domestic relations law, including divorce, child support, and custody litigation. During her law school career, Ms. David was a member of the Memphis Law Review, where she gained invaluable legal writing experience. She began clerking for Patterson Bray in the spring of 2019, and returned full-time following her graduation from The University of Memphis Cecil C. Humphreys School of Law.

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Speaker bio
Audrey Davis

Audrey Davis

Patterson Bray PLLC
Audrey Davis

is an attorney at Patterson Bray PLLC. She focuses her practice primarily in the areas of probate and trust administration. Ms. Davis earned her B.A. degree, magna cum laude, from University of Tennessee, Knoxville and her J.D. degree from University of Memphis Cecil C. Humphreys School of Law.

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