NY Specific

Trusts, Estates & Probate

4.4

Advanced Estate Administration: A New York Guide

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
6 hours
Rachael Harding
Stephen Silverstein
Leslie Levin
Antar Jones
With Rachael A. Harding from Falcon Rappaport & Berkman LLP + 3 others
Recorded September 17, 2024
Product ID 98799

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

Related Topics

Product ID 98799

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Procedural Hurdles

    1. Choice of Administration, Timeline Overview, and Local Procedure Update
    2. Petitions Best Practices
    3. Commonly Overlooked Sources and Documents
    4. Out-of-State and International Property, Beneficiaries, and Creditors
    5. Multi-Generational Issues

  2. 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

  3. Trusts in Estate Administration

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

  5. 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

  6. Complex Distributions, Final Accounting, and Estate Closing

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

  8. 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

Rachael A Harding
Rachael A.
Harding
Falcon Rappaport & Berkman LLP
Stephen R Silverstein
Stephen R.
Silverstein
Tiveron Law PLLC
Leslie E Levin
Leslie E.
Levin
Hinman Howard & Kattell, LLP
Antar P Jones
Antar P.
Jones
Law Office of Antar P. Jones, PLLC
Speaker bio
Rachael A Harding

Rachael A. Harding

Falcon Rappaport & Berkman LLP
Rachael Harding

is a partner with Falcon Rappaport & Berkman LLP. She is chair of the firm's campaign compliance and election law group. Ms. Harding focuses her practice on compliance with the complex federal, state and local laws that govern political activity; and provides political compliance counsel to corporations, nonprofit organizations, political parties, political committees, candidates for office, and advocacy groups. She has represented congressional, judicial, New York State, and New York City candidates in matters of both compliance and election law. Ms. Harding guest lectures at Fordham University's Master of Arts in elections and campaign management program about matters of campaign finance and election law; and is chair of the New York City Bar Association's Election Law Committee. She earned her B.A. degree from Georgetown University and her J.D. degree from Georgetown University Law Center.

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Speaker bio
Stephen R Silverstein

Stephen R. Silverstein

Tiveron Law PLLC
Stephen Silverstein

is senior counsel with Tiveron Law PLLC. He has concentrated his practice in the areas of estates and elder law for more than 20 years. Mr. Silverstein is a former bank trust officer, where he handled administration of estates, trusts, and employee benefit plans. He is a member of the New York State and Niagara County bar associations and currently serves as the recording secretary of the Bar Association of Erie County Elder Law Committee. Mr. Silverstein earned his B.A. degree, cum laude, from the University of Rochester; and his J.D. degree from the State University of New York at Buffalo School of Law.

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Speaker bio
Leslie E Levin

Leslie E. Levin

Hinman Howard & Kattell, LLP
Leslie Levin

is a Partner at Hinman, Howard & Kattell LLP and works out of the White Plains and New York City offices. She is a member of the Wills, Trusts, & Estates, Elder Law & Guardianships and Not-for-Profit Corporations & Foundations practice groups. She practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, creation and termination of not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. As part of her practice, Ms. Levin works with litigators in developing strategy and offering expertise in the realm of trusts and estates litigation. She also serves as executor for client's estates and as a trustee for a number of trusts. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut.

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Speaker bio
Antar P Jones

Antar P. Jones

Law Office of Antar P. Jones, PLLC
Antar Jones

is the founder of the Law Office of Antar P. Jones, PLLC, located in Brooklyn, New York. A significant portion of his practice is devoted toward his providing advice and counsel to fiduciaries, heirs and beneficiaries on complex estate administration and tax matters. Mr. Jones's practice involves many complex post-mortem taxation issues. In addition to having advised clients regarding insurance trusts, he has advised fiduciaries on taxation matters concerning how living trusts are taxed once the grantor has passed. Also, Mr. Jones has done extensive work concerning the annuity reporting requirements of qualified domestic trusts, in addition to how specifically marital deductions operate with respect to such trusts where there is a foreign spouse from a country that has a tax treaty with the United States. He is a member of the New York State Bar Association, where he is active in the Estate and Trust Administration Committee of the Trusts and Estates Section. Mr. Jones earned his LL.M degree in taxation, from the graduate program in taxation at New York Law School. He earned his J.D. degree from the New York Law School.

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