Trusts, Estates & Probate

Live Online

Estate Administration 101

Credits Available
Credit Status 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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Robin Boren-Coleman Sexton
Randy Lish
Christopher Gray
With Robin Boren-Coleman Sexton from City National Bank + 2 others

Mon, Nov 30, 00:00 AM – 00:00 PM

Product ID 102648

Register For Course

Course Includes
$429

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Walk Through the Process and Clarify Key Tasks, Procedures, and Tools

Designed for attorneys who are 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. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process - register today!

  • Learn how to meet every deadline, follow procedures and complete essential forms.
  • Identify key estate administration tasks and how best to perform them.
  • Understand how to properly transfer and distribute assets.
  • Clarify procedure and best practices for dealing with insurance claims and debt during estate administration.
  • Learn how to tackle top issues such as taxes, jointly held assets and will contests.
  • Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes.
  • Learn how to properly distribute assets to minors, surviving spouses and trusts.

Abbreviated Agenda

  1. Probate Procedure Overview and Case Intake
  2. Initial Estate Administration Steps
  3. Assets Collection and Marshalling
  4. Creditor Claims and Expenses in Estate Administration
  5. Common Issues in Estate Administration
  6. Estate Administration Tax Basics
  7. Distribution and Closing of the Estate
  8. Ethics and Estate Administration

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102648

Credit Details

Credits Available
Credit Status 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 7.2 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 7 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
Arizona CPE for Accountants Approved 7 Total
New York CPE for Accountants Approved 7 Total
Washington CPE for Accountants Approved 7 Total
Wisconsin CPE for Accountants Approved 7.2 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Probate Procedure Overview and Case Intake

    1. Overview of Probate Processes
      1. Full Probate Administration
      2. Summary Administration
    2. First Meeting With Family or Designated Personal Representative
    3. Fee Agreements
    4. Online and Government Resources for Locating Information
    5. Ancillary Administration

  2. Initial Estate Administration Steps

    1. Intestate Estates
    2. Determination of Heirs
    3. How Provisions and Terms of Art Found in Wills are Commonly Interpreted
    4. Correct Use of Disclaimers

  3. Assets Collection and Marshalling

    1. Procedures to Locating and Marshalling Probate and Non-Probate Assets
      1. Safe Deposit Boxes and Bank Accounts
      2. Real Estate
      3. Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
    2. Sample Forms and Documents Needed
    3. Appraisers and Valuing the Property of Probate Estates

  4. Creditor Claims and Expenses in Estate Administration

    1. Understanding the Claims Period
    2. Presentation of Claims Against the Estate
    3. Assets Subject to Claims
    4. Priority and Payment of Claims
    5. Contested Claims
    6. Insolvency and Foreclosure
    7. Selling Assets and Dealing with Creditors
    8. Sales of Real Property

  5. Common Issues in Estate Administration

    1. Jointly Held Assets
    2. Spousal Claims: Allowances and Elections Against the Will
    3. Unmarried Couples and Stepchildren Issues
    4. Will Contests, Trust and Estate Disputes
    5. Business Ownership
    6. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships

  6. Estate Administration Tax Basics

    1. Tax Reform Update
    2. Examples of Forms Needed
    3. Overview of Estate Tax Valuation
    4. Properly Filing and Payment of Federal Estate Tax Returns
    5. Federal Income Tax Issues for the Descendent and the Estate
    6. Resolving Disputes With Taxing Authorities
    7. Deductions and Exemptions
    8. How the Generation-Skipping Transfer Tax Affects Your Clients
    9. Tax Deadlines and Handling Extensions

  7. Distribution and Closing of the Estate

    1. Sample Forms, Agreements and Documents Needed
    2. Proper Transfer 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.)
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Proper Settlement of the Estate
      1. Formal and Informal Estate Accountings
      2. Choice of Appropriate Closing Procedure
      3. Compensation and Discharge of the Personal Representative

  8. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Attorney-Client Privilege
    4. Fee Agreements

Who Should Attend

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

Speakers

Robin Boren-Coleman Sexton
Robin
Boren-Coleman Sexton
City National Bank
Randy M Lish
Randy M.
Lish
Facemyer Law Firm
Christopher R Gray
Christopher R.
Gray
Norris McLaughlin, P.A.
Speaker bio
Robin Boren-Coleman Sexton

Robin Boren-Coleman Sexton

City National Bank
Robin Boren-Coleman Sexton

with over 29 years of experience as an attorney and counselor, she is a senior vice president and senior wealth planner at City National Bank, one of the leading providers of wealth management services in the country. Ms. Boren-Coleman Sexton advises high to ultra-high net worth clients on complex financial, tax and estate planning issues, including transgenerational wealth transfer and business succession planning. Her core competencies include estate planning and fiduciary services, tax planning, trusts, and exit planning. Ms. Boren-Coleman Sexton provides customized and comprehensive solutions for her clients' unique needs and goals, while partnering with internal wealth management specialists and local professionals in the tax and legal communities. She is passionate about delivering educational seminars and meeting with clients to decipher their estate planning needs and engage them in the process. Ms. Boren-Coleman Sexton is also a certified exit planning advisor, with a focus on helping business owners prepare for their exit and maximize their value.

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Speaker bio
Randy M Lish

Randy M. Lish

Facemyer Law Firm
Randy Lish

is a partner at Facemyer Law Firm in Provo, Utah, where he practices in the areas of trusts and estates, asset protection, and probate. He is a former adjunct professor at Utah Valley State College and is a lecturer for National Business Institute. Mr. Lish earned his B.A. and J.D. degrees from Brigham Young University. He is a member of the Utah State Bar and the Central Utah Bar Association.

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Speaker bio
Christopher R Gray

Christopher R. Gray

Norris McLaughlin, P.A.
Christopher Gray

is an attorney at Norris McLaughlin, P.A. He focuses his practice in the areas of estate planning, estate administration, and income tax planning. In addition, Mr. Gray is experienced in corporate matters, business transactions, non-profit issues, health care governance, elder law, and general litigation. He represents high net-worth clients and their businesses in developing estate, gift, income tax, and succession planning strategies. Mr. Gray has also represented clients in merger and acquisition transactions as well as tax-free reorganizations. He earned his B.A. degree from Franklin and Marshall College, his J.D. degree, cum laude, from Thomas M. Cooley Law School, and his LL.M. degree in taxation from Georgetown University Law Center. Mr. Gray is a past officer of the Lehigh Valley Estate Planning Council and currently serves on the Northampton Community College Foundation Board of Directors, where he is also Chair of its Planned Giving Committee. He is admitted to practice law in Pennsylvania.

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