California Estate Administration From Start to Finish
Credits Available
| Credit | Status | Total |
|---|---|---|
| California CLE |
|
6.75 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Thu, Jan 14, 00:00 AM – 00:00 PM
Thu, Jan 14, 00:00 AM – 00:00 PM
Register For Course
Live Webinar Registration
OnDemand Recording
Course Book Download
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
- Handling Estate Administration Tax Issues
- Marshalling Assets
- Distribution and Closing of the Estate
- Handling Creditor Claims and Debt
- Complex Issues in Estate Administration
- 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.
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| California CLE |
|
6.75 Total |
| CPE for Accountants/NASBA |
|
8 Total |
Credit Details by Jurisdiction
Live Webinar Registration
CLE
Credits
California CLE Approved · 6.75 Total Credits
- 1 Legal Ethics
Live - California CLE - 6.75: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 6.75 hours, of which 1.0 hour will apply to legal ethics. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Other
Credits
CPE for Accountants/NASBA Approved · 8 Total Credits
- 6 Specialized Knowledge
- 1 Taxes
- 1 Regulatory Ethics
Live - CPE for Accountants/NASBA - 8: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.
OnDemand Video
CLE
Credits
California CLE Approved · 6.75 Total Credits
- 1 Legal Ethics
Earn Until
OnDemand - California CLE - 6.75: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.75 hours of participatory credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 6.75: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 6.75 hours of self-study credit, of which 1.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Select Jurisdiction
CLE
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
-
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
-
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
-
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
-
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
-
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
Christopher E. Denney
, MPA, MST, CPA, CGMA, ABV, CVA, CM & AA, CFF, CEPA, IFRS, is the managing member with Silvermark CPAs & Advisors, where he has more than 20 years of consulting experience. He has represented three Big 4 accounting firms, some in tax leadership roles, and a Fortune 500 Company as a tax officer. Mr. Denney's strengths are in identifying tax planning opportunities and areas of tax risk, and some of his tax research has been nationally published. He is a member of the American Institute of Certified Public Accountants, and the ABV Section; Indiana CPA Society; National Association of Certified Valuation Analysts; and Ball State University Accounting Department Executive Advisory Council. Mr. Denney earned his B.S. degree in accounting from Ball State University and both of his M.S. degrees, in taxation and professional accountancy, from Indiana University.
Speaker bio
Jack B. Osborn
is a partner with Brown, White & Osborn, LLP, where he focuses in the areas of estate planning, and trust and probate law and is certified with the State Bar of California Board of Legal Specialization. Mr. Osborn is a member of the American Bar Association; State Bar of California Conference of Bar Associations; San Bernardino County, Riverside County, Western San Bernardino County and Los Angeles County bar associations; Probate Attorneys of San Diego and a Joseph B. Campbell American Inn of Court board member. He earned his B.A. degree from Lewis and Clark College, his A.B.D. degree from The Claremont Graduate School and his J.D. degree from Southwestern University School of Law.
Speaker bio
Lily M. Harris
is a shareholder at Weintraub Tobin Chediak Coleman Grodin Law Corporation. She is an experienced litigator who represents clients in a broad range of matters, with a primary focus on trust and estate litigation. A California State Bar Certified Legal Specialist in Estate Planning, Trust and Probate Law, she provides comprehensive representation in contested estate, trust guardianship and conservatorship cases. Ms. Harris earned her B.A. degree from University of California and her J.D. degree, cum laude, from University of California, College of the Law.
Speaker bio
Uri Grant
is a shareholder at Weintraub Tobin Chediak Coleman Grodin Law Corporation. He is a shareholder in the Firm’s Trusts and Estates Practice Group, where he specializes in trusts & estates litigation. Mr. Grant's practice is dedicated to assisting beneficiaries, trustees, conservators, and professional fiduciaries with the legal and practical challenges that arise in probate, trust, and conservatorship disputes. His practice is tailored to find effective resolutions within his clients’ budgets while achieving their goals. A lifelong resident of the Greater Sacramento region, Mr. Grant earned his bachelor’s degree from the California State University, Sacramento and earned his J.D. from McGeorge School of Law. During law school, he participated on the mock trial team and served as an editor for the school’s Law Review Journal. After earning his law degree, Mr. Grant began his career as a Deputy District Attorney in San Joaquin County and later in El Dorado County, where he prosecuted a wide range of felony and misdemeanor matters, including domestic violence, elder abuse, and child abuse cases. Drawing on his experience as a prosecutor, he brings extensive trial and negotiation skills to resolving even the most complex trust and probate disputes. Mr. Grant's background as both a negotiator and a seasoned trial attorney allows him to advocate effectively for his clients at every stage of litigation, addressing all facets of their legal needs with skill and precision.
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