Trusts, Estates & Probate

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Advanced Estate Administration

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	Pending	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
Montana CLE	Approved	6 Total
North Carolina 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	Upon Request	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

Fri, Dec 18, 00:00 AM – 00:00 PM

With David F. Johnson from Winstead PC + 5 others

Fri, Dec 18, 00:00 AM – 00:00 PM

Product ID 102786

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

Complex Estates Don't Forgive Mistakes and Neither Do Your Clients

When an estate involves multiple jurisdictions, closely held business interests, contested claims, or significant tax exposure, the margin for error disappears fast. A missed portability election, a mishandled creditor claim, or a single fiduciary misstep can expose your client to major liability and you to a malpractice claim you never saw coming.

Most attorneys handle routine estates just fine. But the cases that keep you up at night are the complicated ones: multi-state assets that need coordinating, business interests that need valuing, beneficiaries who can't agree, and tax traps at every turn. The foundational estate planning and probate training you completed years ago wasn't built for cases like these.

Advanced Estate Administration gives you a practical, end-to-end framework for navigating every stage of a complex estate. In this 6-hour program, you'll work through fiduciary duty analysis, estate and income tax strategy, contested estate scenarios, trust administration coordination, and final accounting - with guidance you can apply to your next complex matter. Power up your skills - register today!

Tackle multi-jurisdictional probate and ancillary administration with confidence.
Manage fiduciary liability and defend against surcharge claims.
Navigate estate tax, portability elections, and Form 1041 filing obligations.
Handle contested estates, creditor disputes, and family disagreements.
Close complex estates cleanly and protect yourself from post-closing claims.

Abbreviated Agenda

Complex Probate and Multi-Jurisdictional Administration
Fiduciary Duties, Powers, and Liability Management
Valuing and Administering Complex Estate Assets
Tax Administration: Federal Estate Tax, Income Tax, and Generation-Skipping Transfer Tax
Trust Administration and Coordination With Probate
Creditor Claims and Contested Estates
Final Accounting, Distributions, and Closing the Estate
Complex Client Scenarios: Applying the Framework

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.

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	Pending	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
Montana CLE	Approved	6 Total
North Carolina 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	Upon Request	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

Agenda

All times are shown in

Complex Probate and Multi-Jurisdictional Administration
1. Independent vs. Court-Supervised Administration: Strategic Election and Liability Trade-Offs
2. Ancillary Probate: Coordinating Assets and Obligations Across State Lines
3. Domicile Disputes and Jurisdictional Conflicts: Litigation Strategies and Risk Management
Fiduciary Duties, Powers, and Liability Management
1. When Fiduciary Duties Collide: Impartiality, Loyalty, and Prudent Investor Tensions in Complex and Contested Estates
2. Delegation Authority and Investment Management Under the UPIA
3. Identifying and Managing Conflicts of Interest in Complex Estates
4. Surcharge Claims and Breach of Fiduciary Duty: Defense Strategies and Risk Reduction
5. Contested Executor Compensation: Defending Fee Claims Against Beneficiary Challenges and Court Scrutiny
Valuing and Administering Complex Estate Assets
1. Closely Held Business Interests: Valuation Approaches and IRS Defense
2. Minority and Marketability Discounts: Appraisal Requirements and Strategy
3. Inherited IRAs Under SECURE 2.0: The 10-Year Rule and Trust Beneficiary Traps
4. Unique Asset Valuation: Digital Assets, Mineral Rights, Art, and IP
5. Improperly Transferred Assets: Reclamation Claims and Executor Risk
Tax Administration: Federal Estate Tax, Income Tax, and Generation-Skipping Transfer Tax
1. Federal Estate Tax Under OBBBA: The $15 Million Exemption, State Exposure, and Filing Obligations
2. Portability Elections: Timing, Late Election Rules, and the Formula Clause Trap
3. Income Tax as the New Priority: Basis Step-Up, Form 8971, and Post-OBBBA Strategy
4. Form 1041: Fiduciary Income Tax, DNI, and Charitable Deduction Strategy
5. GST Tax Under OBBBA: Exemptions, Non-Portability, and Multi-Generational Planning
Trust Administration and Coordination With Probate
1. Funding and Administering Testamentary Trusts After the Decedent's Death
2. Coordinating Revocable Trust Administration With the Probate Estate
3. OBBBA's Impact on Credit Shelter Trust Formula Clauses: Recognizing and Correcting Outdated Documents
4. Decanting, Modification, and Termination Options Under the Uniform Trust Code
Creditor Claims and Contested Estates
1. Contesting Creditor Claims: Disputing Invalid Claims, Navigating Priority Conflicts, and Managing Executor Liability
2. Insolvent Estates: Administration Strategy, Priority Rules, and Common Pitfalls
3. Will Contests, Undue Influence, and Testamentary Capacity Challenges
4. Family Settlement Agreements: Binding Effect on All Parties and Risk Management
Final Accounting, Distributions, and Closing the Estate
1. Final Accounting Under Challenge: Defending Against Beneficiary Objections and Surcharge Exposure
2. In-Kind vs. Cash Distributions and the Tax Consequences of Each
3. Receipts, Releases, and Protecting the Executor From Post-Closing Claims
4. Formal Discharge: Court Approval Procedures and Record Retention Requirements
Complex Client Scenarios: Applying the Framework
1. Domicile Dispute, Ancillary Probate, and a Closely Held Business Interest: A decedent splits time between two states, leaving a contested domicile determination, real property in a third state, and a minority interest in a family LLC requiring valuation. What are the administration priorities and risks?
2. The SECURE 2.0 Trust Trap: A trust is named as beneficiary of a $1.2 million IRA. The trust was drafted pre-SECURE Act and does not satisfy see-through requirements. The account reverts to a non-designated beneficiary. What are the tax consequences and what options remain?
3. Pre-Death Asset Transfers and Insolvent Estate: The decedent transferred a vacation home to an adult child 18 months before death while insolvent. Creditors are now asserting fraudulent transfer claims. How does the executor evaluate the claim, and what are the fiduciary obligations in a contested insolvency?
4. The Formula Clause That Backfired: A credit shelter trust funded under a pre-OBBBA formula clause now captures assets that would have passed to the surviving spouse, denying a basis step-up on appreciated assets worth $4 million. What are the options for the surviving spouse and the estate's counsel?

Who Should Attend

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

Speakers

David F.

Johnson

Winstead PC

Alice W.

Meehan

Alice W. Meehan Esq. LLC

Sharon L.

Michaels

Sharon L. Michaels, Attorney at Law

Alexander C.

Winkle

Snell & Wilmer

Randy M.

Lish

Facemyer Law Firm

C. Blake

West

Vertical Estate Planning, LLC

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TOP FAQs

How do I access my courses?

Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.

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Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.

What happens if my course is cancelled?

In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.

Are multiple attendee discounts available?

Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.

When will the OnDemand be available and how long will I have access to the content?

The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.

What is included with my course purchase?

When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.

Will I receive a certificate of completion?

Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.

Can multiple people watch courses and request credit?

While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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Individual CLE Pass

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Advanced Estate Administration

Credits Available

Fri, Dec 18, 00:00 AM – 00:00 PM

Fri, Dec 18, 00:00 AM – 00:00 PM

Register For Course

Add to Cart | $429

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Section

Overview

Complex Estates Don't Forgive Mistakes and Neither Do Your Clients

Abbreviated Agenda

Can't Attend Live?

Get the OnDemand Instead

Pre-Order OnDemand | $429

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Credit Details

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Credit Details by Jurisdiction

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OnDemand Video

Course Book (PDF Download)

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Agenda

Complex Probate and Multi-Jurisdictional Administration

Fiduciary Duties, Powers, and Liability Management

Valuing and Administering Complex Estate Assets

Tax Administration: Federal Estate Tax, Income Tax, and Generation-Skipping Transfer Tax

Trust Administration and Coordination With Probate

Creditor Claims and Contested Estates

Final Accounting, Distributions, and Closing the Estate

Complex Client Scenarios: Applying the Framework

Who Should Attend

Speakers

Speaker bio

David F. Johnson

Speaker bio

Alice W. Meehan

Speaker bio

Sharon L. Michaels

Speaker bio

Alexander C. Winkle

Speaker bio

Randy M. Lish

Speaker bio

C. Blake West

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