LA Specific

Trusts, Estates & Probate

Louisiana Estate Administration From Start to Finish

Credits Available
Credit Status Total
Louisiana CLE Approved 6.67 Total
OnDemand
6 hours 36 minutes
William Dutel
Christie Tournet
Frank DiVittorio
Robert Weimer
With William J. Dutel from Dutel Law Firm + 3 others
Recorded August 16, 2024.
Product ID 98613

Buy This Course

Course Includes
$389

OnDemand Video

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

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, and business ownership 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 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

  1. Commencement of Proceedings and Information Gathering
  2. Initial Steps to the Estate Administration Process
  3. Marshalling Assets
  4. Handling Creditor Claims and Debt
  5. Complex Issues in Estate Administration
  6. Distribution and Closing of the Estate
  7. Ethics and Estate Administration

Related Topics

Product ID 98613

Credit Details

Credits Available
Credit Status Total
Louisiana CLE Approved 6.67 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Commencement of Proceedings and Information Gathering

    1. Appointment of Estate Administration
      1. Formal vs. Informal Proceedings
      2. Sample Letters of Authority
    2. First Meeting With Family or Designated Personal Representative and Determination of Heirs
    3. Written Fee Agreements
    4. Tips to Locate Information Quickly Using Online and Government Resources
    5. Dealing with Multiple States

  2. Initial Steps to the Estate Administration Process

    1. Understanding the Laws of Intestacy
    2. Sample Estate Administration Checklists, Forms and Required Notices Needed
    3. Interpreting Provisions and Terms of Art Found in Wills
    4. Using Disclaimers Correctly

  3. Marshalling Assets

    1. Procedures to Locating and Marshalling Probate and Non-Probate Assets
      1. Safe Deposit Boxes and Bank Accounts
      2. Real Estate
      3. Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
    2. Sample Forms and Documents Needed
    3. Appraisers and Valuing the Property of Probate Estates

  4. Handling Creditor Claims and Debt

    1. Sample Forms and Required Notices Needed
    2. Priority and Payment of Claims
    3. Late Claims and Contested Claims
    4. Steps to Ensure all Debt is Located and Handled Correctly
      1. What if the Assets Don't Cover the Bills?
      2. Bankruptcy and Foreclosure
    5. Selling of Assets and Properly Dealing with Creditors

  5. Complex Issues in Estate Administration

    1. Jointly Held Assets
    2. Spousal Claims
      1. Allowances and Elections Against the Will
    3. Handling Unmarried Couples and Stepchildren
    4. Will Contests, Trust and Estate Disputes
    5. Business Ownership
    6. Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships

  6. Distribution and Closing of the Estate

    1. Sample Forms, Agreements and Documents Needed
    2. Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
      1. Real Estate
      2. 401Ks, IRAs, Pensions and Life Insurance Policies
      3. Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
    3. Distributions in Kind
    4. Distribution to Minors, Surviving Spouse and Trusts
    5. Disposition of Unclaimed Assets
    6. Proper Settlement of the Estate
      1. Formal and Informal Estate Accountings
      2. Choosing the Appropriate Closing Procedure
      3. Compensation and Discharge of the Personal Representative

  7. Ethics and Estate Administration

    1. Breach of Fiduciary Responsibility
    2. Avoiding Conflicts of Interest
    3. Attorney-Client Privilege
    4. 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

William J Dutel
William J.
Dutel
Dutel Law Firm
Christie L Tournet
Christie L.
Tournet
Christie Tournet & Associates
Frank DiVittorio
Frank
DiVittorio
The DiVittorio Law Firm
Robert T Weimer IV
Robert T.
Weimer, IV
Brown Weimer, LLC
Speaker bio
William J Dutel

William J. Dutel

Dutel Law Firm
William Dutel

is the owner and managing attorney of Dutel Law Firm. He focuses his practice in wills, trusts and estates, and successions, as well as will, succession and trust litigation. Mr. Dutel also represents businesses and their owners, and handles business litigation. He lectures to various groups on estate planning, wills, successions and trusts, and related litigation. Mr. Dutel is a member of the 22nd Judicial District Court Bar Association,  Louisiana State Bar Association, Kentucky Bar Association and the American Bar Association. He is admitted to practice in Louisiana and Kentucky. Mr. Dutel earned his B.S. degree in accounting from the University of New Orleans and his J.D. degree from Tulane University School of Law.

View full profile
Speaker bio
Christie L Tournet

Christie L. Tournet

Christie Tournet & Associates
Christie Tournet

is a St. Tammany Parish estate planning/administration attorney. She provides counseling related to real estate and commercial issues. Ms. Tournet further assists families and businesses with proper planning, dealing with unexpected events, and conflict resolution. Her plans are comprehensive and personal. Prior to becoming a counselor, Ms. Tournet extensively worked in the Greater New Orleans and St. Tammany Parish real estate and construction industries for over a decade, assisting with the development and management of numerous residential and commercial properties. Also prior to becoming an attorney, she became a Louisiana notary public and held an active Louisiana realtor license for over ten years. Ms. Tournet harnesses her unique, real-world background to effectively resolve her clients' concerns, and she appreciates the importance of providing early case evaluation and continued communication. She graduated, summa cum laude, from Loyola University New Orleans, with a double major in economics and international business. Then, Ms. Tournet pursued her Juris Doctorate degree at Loyola University New Orleans School of Law's evening program, while she continued to work full-time. Loyola University School of Law awarded her the LaNasa-Greco Endowed Scholarship and the Loyola Law Excellence Award in probate. Ms. Tournet remains actively involved in her community and the industries she represents. She is a member of the Northshore Wealth & Planning Professionals, National Association of Estate Planners, the 22nd JDC Bar and the 22nd JDC Inn of Court. Ms. Tournet also performs pro bono work for Southeast Louisiana Legal Services, and participates in their Volunteers for Veterans and the Wills for Heroes programs.

View full profile
Speaker bio
Frank DiVittorio

Frank DiVittorio

The DiVittorio Law Firm
Frank DiVittorio

is the sole member of The DiVittorio Law Firm. He practices in the areas of business law, real estate, estate planning, and succession litigation. Mr. DeVittorio is also the sole member of and legal counsel of Victory Title, a real estate title company. He sits on the board of the Hammond Downtown Development District. Mr. DiVittorio has previously served on the Governmental Affairs Committee of the Greater Hammond Chamber of Commerce. He is a member of the Louisiana State Bar Association, and is admitted to practice before the state courts of Louisiana; the United States Supreme Court; the United States Court of Appeals, Fifth Circuit; United States District Court, Eastern, Middle and Western districts of Louisiana; and United States Bankruptcy Court, Eastern, Middle and Western districts of Louisiana. Mr. DiVittorio is also licensed to write title insurance policies in the state of Louisiana. He was previously a partner of Chehardy Sherman Williams Murray Recile Stakelum & Hayes, LLP. Mr. DiVittorio earned his B.S. degree from Louisiana State University and his J.D. degree and sports law certificate from Tulane University Law School.

View full profile
Speaker bio
Robert T Weimer IV

Robert T. Weimer, IV

Brown Weimer, LLC
Robert Weimer

is a partner in the law firm of Brown Weimer, LLC, where he manages the estate/succession litigation section of the firm. Mr. Weimer also has extensive experience in mental health litigation and family law matters. He counsels clients through complex successions; and guides clients through succession law controversies among executors, heirs, and legatees. Additionally, he has represented clients in a wide variety of family law matters, including custody, visitation, divorce, tutorship, and curatorship. He is a frequent lecturer in Louisiana estate matters. Mr. Weimer earned his B.S. degree from the University of South Alabama and his J.D. degree from Loyola University New Orleans College of Law. He is licensed to practice law in Louisiana and Texas; and is a member of the New Orleans Bar Association.

View full profile
Loading recommendations...

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.
Do you have options for attendees who are deaf or hard of hearing?
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.

Have more questions? Please Contact Us