Trusts, Estates & Probate

VA Specific

Advanced Estate Administration: A Virginia Guide

Credits Available

There is no credit available on this course.
OnDemand
5 hours 54 minutes
Kevin O
Yahne Miorini
William Seymour
With Kevin B. O'Donnell from Virginia Estate & Trust Law, PLC + 2 others
Recorded June 05, 2024
Product ID 98327

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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

Related Topics

Product ID 98327

Credit Details

Credits Available

There is no credit available on this course.
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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

    1. Tax Law Update; Tax Forms, Deadlines, and Extensions
    2. Tax Basis Reporting
    3. Recording Income, Loss
    4. Allowable Expenses and Gray Areas
    5. Tax Liens, Audits, Disputes
    6. Taxation of Digital Assets and Virtual Currency
    7. Charitable Bequests

  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

Kevin B O'Donnell
Kevin B.
O'Donnell
Virginia Estate & Trust Law, PLC
Yahne Miorini
Yahne
Miorini
Miorini Law PLLC
William F Seymour IV
William F.
Seymour, IV
FloranceGordonBrown PC
Speaker bio
Kevin B O'Donnell

Kevin B. O'Donnell

Virginia Estate & Trust Law, PLC
Kevin O'Donnell

is an attorney with Herndon Law, P.C. His practice focuses on estate planning, estate administration, tax planning, and charitable giving. Mr. O'Donnell advises clients on entity formation and general corporate law, adoptions, premarital agreements, property settlement agreements, guardianships and conservatorships, will contests, and other fiduciary litigation. He drafts complex, customized wills and trusts to meet each client’s objectives, whether they be gift, estate, generation-skipping transfer tax planning, asset protection planning, planning for blended families, or planning for the protection of young beneficiaries. Mr. O'Donnell also enjoys counseling clients through charitable giving, including advising on the use of donor-advised funds, charitable trusts, and private foundations. He earned his B.A. degree, cum laude, from Queens University of Charlotte; and his J.D.degree, cum laude, from the University of Richmond School of Law.

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Speaker bio
Yahne Miorini

Yahne Miorini

Miorini Law PLLC
Yahne Miorini

is the founder and principal of Miorini Law PLLC, a law firm based in Northern Virginia. She focuses her practice on domestic and international estate planning, probate, trust administration, and related tax matters; elder law (special needs and long-term care); and Veterans' benefits. Ms. Miorini is licensed in the District of Columbia, Maryland, New York and Virginia. She is a member of the National Academy of Elder Law Attorneys (NAELA) and served as president of its Virginia chapter, VAELA. She is also accredited by the U.S. Veterans Administration. Ms. Miorini is a recurring author of articles about wills, trusts, estates, taxes, and elder law matters for a French-language periodical called La Plume, that is published by the Washington Accueil Association (WAA). She has lectured on the areas of estate planning, and estate and trust administration for several business professional groups. Ms. Miorini earned her J.D. degree from the University of La Sorbonne, in Paris, France; and her LL.M. degree from the George Washington University Law School.

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Speaker bio
William F Seymour IV

William F. Seymour, IV

FloranceGordonBrown PC
William Seymour

is a shareholder of FloranceGordonBrown PC, where he is a member of the firm's litigation, business law, and estate planning and administration practice groups. He advises clients on issues relating to business disputes and other commercial litigation matters. Mr. Seymour also assists and represents clients in commercial and real estate transactions, and counsels clients on estate planning, and estate and trust administration issues. As part of his estate and trust practice, he routinely addresses tax issues arising during estate and trust administration. Mr. Seymour is a member of the Virginia Bar Association, Virginia Association of Defense Attorneys, Richmond Bar Association and Henrico Bar Association. He earned his B.A. degree, cum laude, from Hampden-Sydney College; and his J.D. degree from the University of Richmond T.C. Williams School of Law.

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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.
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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.
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