NV Specific

Trusts, Estates & Probate

Advanced Estate Administration: A Nevada Guide

Credits Available
Credit Status Total
Nevada CLE Approved 6 Total
OnDemand
5 hours 52 minutes
Samuel Marshall
Alexander LeVeque
Craig Friedel
With Samuel A. Marshall + others
Recorded December 29, 2022
Product ID 95631

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Overview

A Practical Look at the Complexities of the Practice

Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today!

  • Clear the gray areas when sorting through probate and non-probate assets.
  • Review difficult scenarios in administering estates that include trusts.
  • Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
  • Ensure tax reporting for the estate and the decedent is beyond reproach.

Abbreviated Agenda

  1. Handling Complex Assets
  2. Trusts in Estate Administration
  3. Creditor Claims, Liens, Sale of Assets, Insolvency
  4. Advanced Tax (and Related) Issues
  5. Complex Distributions, Final Accounting, and Estate Closing
  6. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
  7. Legal Ethics in Estate Administration
Product ID 95631

Credit Details

Credits Available
Credit Status Total
Nevada CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Handling Complex Assets

    1. Probate vs. Non-Probate Assets
    2. Spousal Claims
    3. Estate Inventory Problems
    4. Family Business and Third-Party Interests
    5. IRAs in Estate Administration
    6. Asset Valuation
    7. Access to Digital Assets
    8. Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
    9. Assets Improperly Transferred Prior to Death
  2. Trusts in Estate Administration

  3. Creditor Claims, Liens, Sale of Assets, Insolvency

  4. Advanced Tax (and Related) Issues

  5. Complex Distributions, Final Accounting, and Estate Closing

  6. Beneficiary Disputes, Will and Trust Contests, Probate Litigation

  7. Legal Ethics in Estate Administration

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees and Scope of Representation
    4. Guarding Confidentiality
    5. Breach of Fiduciary Responsibility: Counsel Obligations and Liability

Who Should Attend

This advanced level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Fiduciaries
  • Trustees
  • Enrolled Agents
  • Investment Advisors
  • Paralegals

Speakers

Samuel A Marshall
Samuel A.
Marshall
Alexander G LeVeque
Alexander G.
LeVeque
Solomon Dwiggins Freer & Steadman, LTD.
Craig D Friedel
Craig D.
Friedel
Solomon Dwiggins Freer & Steadman, Ltd.
Speaker bio
Samuel A Marshall

Samuel A. Marshall

Samuel Marshall

is the founder of The Marshall Law Office, and is a Las Vegas estate planning attorney who primarily practices in the areas of estate planning, asset protection, probate, business formation, and providing legal advice and counsel to business owners. Before becoming a Las Vegas estate planning attorney, Mr. Marshall obtained his B.S. degree in business administration and management from the University of Nevada, Las Vegas, and his J.D. degree from the University of Idaho, College of Law. During Law School, he excelled in the areas of wills, trusts, and estates, was a moot court finalist, and looked forward to becoming a Las Vegas estate planning attorney. During his summers, Mr. Marshall clerked for a Las Vegas estate planning firm, and served as an extern for the Eighth Judicial District Court under the Honorable Kenneth C. Cory.

Speaker bio
Alexander G LeVeque

Alexander G. LeVeque

Solomon Dwiggins Freer & Steadman, LTD.
Alexander LeVeque

is the managing partner with Solomon Dwiggins Freer Steadman LTD., where he focuses his practice on trust and real estate litigation. Mr. LeVeque regularly advises businesses and individuals (foreign and domestic), in complex disputes ranging from breach of contract and fiduciary duty claims, to fraud and embezzlement. He earned his B.A. degree, with honors, from Indiana University and his J.D. degree, with honors (top third percentile), from Michigan State University College of Law. Mr. LeVeque presently serves as regional chair of the State Bar of Nevada's Fee Dispute Committee and is active in the Probate and Trust Section of the State Bar of Nevada. He is also a member of the American Bar Association and the Clark County Bar Association. Mr. LeVeque is admitted to practice in Nevada, U.S. District Court District of Nevada, U.S. Court of Appeals Ninth Circuit, Michigan and Arizona.

Speaker bio
Craig D Friedel

Craig D. Friedel

Solomon Dwiggins Freer & Steadman, Ltd.
Craig Friedel

is an attorney with Solomon Dwiggins Freer Steadman LTD., where he focuses his practice in trust and estate litigation, and administration and business litigation. Mr. Friedel routinely represents heirs, beneficiaries, creditors, and private and professional fiduciaries involving all aspects of trusts and estates litigation, including breach of fiduciary duty, lack of mental capacity, undue influence, unjust enrichment, duress, fraud, conversion, and quiet title actions. He also has significant experience litigating trust and estate actions which involve complex financial issues, including those related to the allocation of investments, accounting discrepancies, valuation of businesses and other assets, improper distributions, sale of assets, estate and income taxes, etc. Mr. Friedel earned his B.S. degree, cum laude, from Brigham Young University and his J.D. degree, with honors (CALI Awards: Legal Writing, Transactional Drafting, and Statutory Interpretation and International & Comparative Human Rights Law Practicum in New Delhi, India), from William S. Boyd School of Law. He is a member of The Howard D. McKibbin American Inn of Court, American Bar Association (Real Property, Estate and Trust Section), State Bar of Nevada, and Clark County Bar Association. Mr. Friedel is admitted to practice in Nevada.

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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 14 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.
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Can multiple people watch courses and request credit?
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