PA Specific

Trusts, Estates & Probate

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Pennsylvania Estate Administration Tasks and Disputes

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
I. Richard Ploss
Gary Freedman
John Metzger
With I. Richard Ploss from Porzio, Bromberg & Newman P.C. + 2 others

Thu, Dec 10, 00:00 AM – 00:00 PM

Product ID 103001

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Course Includes
$389

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OnDemand Recording

Course Book Download

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

Overview

How the Process Is Supposed to Work and the Many Ways It Can Go Wrong

Do you know what to do when estates go off the rails? Putting a decedent's affairs to rest is an intricate process, often complicated by grief and conflict. Are you prepared to spot danger zones at the outset and prevent them from derailing the administration? This comprehensive legal guide will walk you through the essential tasks of the estate administration, help identify and neutralize top sources of conflict, and arm you with the tools to resolve common disputes as they arise. Learn from the experience of professionals - register today!

  • Choose the right form of administration and qualify borderline cases for small estate procedures.
  • Prevent estate inventory mistakes that can easily snowball into distributions disputes.
  • Never miss a tax deadline with a quick guide to tax returns rules, forms, and timelines.
  • Get to the root causes of estate disputes and discover ways to prevent and resolve them.

Abbreviated Agenda

  1. Estate Administration Tasks and Procedures in Practice
  2. Common Estate Disputes: Root Causes and Lessons From Case Law
  3. Tax Reporting for the Decedent and the Estate
  4. Fiduciary Misconduct Disputes in Detail
  5. Legal Ethics in Estate Administration

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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 103001

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in

  1. Estate Administration Tasks and Procedures in Practice

    1. Locating the Will and Other Immediate Tasks
    2. Forms of Administration, Qualifying for Small Estate Procedure
    3. Assets Marshalling, Inventory, and Appraisal
    4. Paying Debts: Public Notices and Creditor Claims
    5. Estate Management: Sale of Property, Tracking Expenses, etc.
    6. Distributing Assets and Closing the Estate

  2. Common Estate Disputes: Root Causes and Lessons From Case Law

    1. Identifying Potential Sources of Conflict
    2. Will Validity: Capacity, Undue Influence, Improper Execution
    3. Disputes Over Distributions From a "Pot" Trust
    4. Year's Support Claims
    5. Contested Creditor Claims
    6. Disputes Over Family Business
    7. Trust Disputes

  3. Tax Reporting for the Decedent and the Estate

    1. Tax Rules Update for Individuals, Trusts, and Estates
    2. Requesting Extensions
    3. Past Taxes Due
    4. Determining the Value and Tax Basis of Assets
    5. Filing Tax Returns: Forms and Schedules

  4. Fiduciary Misconduct Disputes in Detail

    1. Interpreting Testamentary Intent
    2. Objections to Accounts and Petitions
    3. Using Mediation to Prevent Escalation
    4. Notices of Proposed Action
    5. Document Requests and Depositions
    6. Financial Experts in Trusts and Estates Disputes

  5. Legal Ethics in Estate Administration

    1. Client Capacity Questions
    2. The Ever-Expanding Duty of Competence: Hitting the Moving Target
    3. Confidentiality and Deceased Clients
    4. Communicating With Third Parties
    5. Conflicts of Interest

Who Should Attend

This intermediate 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
  • Personal Representatives

Speakers

I. Richard Ploss
I. Richard
Ploss
Porzio, Bromberg & Newman P.C.
Gary B Freedman
Gary B.
Freedman
Freedman & Grinshpun, PC
John W Metzger
John W.
Metzger
Metzger and Spencer, LLP
Speaker bio
I. Richard Ploss

I. Richard Ploss

Porzio, Bromberg & Newman P.C.
I. Richard Ploss

is counsel to Porzio, Bromberg & Newman, P.C., and a member of the firm's trusts and estates department. He concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the east coast. Mr. Ploss has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. He is a certified public accountant (CPA) in the state of Georgia, a certified financial planner™(CFP®) and a professional registered trust and estate practitioner (TEP). Mr. Ploss frequently publishes articles and speaks on trust and estate matters. He currently serves as an adjunct professor, teaching trusts and estates at the University of Maine Law School. Mr. Ploss has previously taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University and Georgetown University. He is a member of the American Bar Association (member, Real Property and Trust Law Section), Boston Estate Planning Council, Northern New England Financial Planners' Association and the Society of Trusts & Estates Practitioners (STEP), Boston, Massachusetts Chapter. Mr. Ploss earned his B.S. degree from Bucknell University, his M.B.A. degree from Tulane University, A.B. Freeman School of Business and his J.D. degree from Emory University School of Law.

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Speaker bio
Gary B Freedman

Gary B. Freedman

Freedman & Grinshpun, PC
Gary Freedman

is a partner with the Philadelphia law office of Freedman & Grinshpun, PC. He practices in the areas of elder law, probate, estate planning, corporate law, and real estate law. Mr. Freedman is an advisor to many nonprofit agencies on charitable giving through estate planning. He is the former solicitor for the Register of Wills Office in Montgomery County, and has lectured for banks and insurance companies on trust and estate planning topics. Mr. Freedman is a member of the Philadelphia (Estate Planning Section), Montgomery County (Estate Planning Section) and Pennsylvania (Estate Planning Section) bar associations. He earned his B.A. degree from Temple University, his J.D. degree from Temple University Beasley School of Law, his LL.M. degree from Temple University Beasley School of Law and his M.A. degree from Boston University.

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Speaker bio
John W Metzger

John W. Metzger

Metzger and Spencer, LLP
John Metzger

is a partner in the Lancaster firm of Metzger and Spencer, LLP, where he practices in the areas of taxation, probate, trusts, estate planning, business entities, real estate, orphans' court practice, orphans' court litigation, and zoning law. He is chairman of the Lancaster Township Zoning Hearing Board, and a member of the Lancaster and Pennsylvania bar associations. Mr. Metzger recently completed his term as a member of the Real Property Probate and Trusts Law Section Council. He has volunteered and served as the estate planning expert for Wills for Heroes. Mr. Metzger served several terms as a trustee of The Heritage Center Museum of Lancaster County, chairman of its Planning and Giving Committee, and chairman of the Heritage Museum at Penn Square. He recently concluded service on both the Board of Directors and Executive Committee of the Historic Preservation Trust of Lancaster County, and as a member of the Preservation Action Committee. Mr. Metzger earned his B.A. degree, cum laude, from the University of Richmond and his J.D. degree from Temple University School of Law.

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