Ohio Estate Administration From Start to Finish
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Ohio CLE |
|
6.75 Total | 12-31-2025 |
| Pennsylvania CLE |
|
6.5 Total | 09-12-2026 |
Buy This Course
OnDemand Video
Video Download
Course Book Download
or
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 and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and closing of the estate. 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.
- 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
- Commencement of Proceedings and Information Gathering
- Initial Steps to the Estate Administration Process
- Marshalling Assets
- Handling Creditor Claims and Debt
- Complex Issues in Estate Administration
- Distribution and Closing of the Estate
- Ethics and Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Ohio CLE |
|
6.75 Total | 12-31-2025 |
| Pennsylvania CLE |
|
6.5 Total | 09-12-2026 |
Select Jurisdiction
CLE
Agenda
-
Commencement of Proceedings and Information Gathering
- Appointment of Estate Administration
- Formal vs. Informal Proceedings
- Sample Letters of Authority
- First Meeting With Family or Designated Personal Representative and Determination of Heirs
- Written Fee Agreements
- Tips to Locate Information Quickly Using Online and Government Resources
- Dealing with Multiple States
- Appointment of Estate Administration
-
Initial Steps to the Estate Administration Process
- Understanding the Laws of Intestacy
- Sample Estate Administration Checklists, Forms and Required Notices Needed
- Interpreting Provisions and Terms of Art Found in Wills
- Using Disclaimers Correctly
-
Marshalling Assets
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
- Safe Deposit Boxes and Bank Accounts
- Real Estate
- Brokerage Accounts, 401Ks, IRAs, Pensions and Life Insurance Policies
- Sample Forms and Documents Needed
- Appraisers and Valuing the Property of Probate Estates
- Procedures to Locating and Marshalling Probate and Non-Probate Assets
-
Handling Creditor Claims and Debt
- Sample Forms and Required Notices Needed
- Priority and Payment of Claims
- Late Claims and Contested Claims
- Steps to Ensure all Debt is Located and Handled Correctly
- What if the Assets Don't Cover the Bills?
- Bankruptcy and Foreclosure
- Selling of Assets and Properly Dealing with Creditors
-
Complex Issues in Estate Administration
- Jointly Held Assets
- Spousal Claims
- Allowances and Elections Against the Will
- Handling Unmarried Couples and Stepchildren
- Will Contests, Trust and Estate Disputes
- Business Ownership
- Agency Problems Involving Guardianships, Conservatorships, Powers of Attorney or Other Agency Relationships
-
Distribution and Closing of the Estate
- Sample Forms, Agreements and Documents Needed
- Proper Transferring and Distribution of Probate and Non-Probate Assets and Timing of Distributions
- Real Estate
- 401Ks, IRAs, Pensions and Life Insurance Policies
- Distribution of Miscellaneous Assets (Automobiles, Jewelry, Etc.)
- Distributions in Kind
- Distribution to Minors, Surviving Spouse and Trusts
- Disposition of Unclaimed Assets
- Proper Settlement of the Estate
- Formal and Informal Estate Accountings
- Choosing the Appropriate Closing Procedure
- Compensation and Discharge of the Personal Representative
-
Ethics and Estate Administration
- Breach of Fiduciary Responsibility
- Avoiding Conflicts of Interest
- Attorney-Client Privilege
- 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
Speaker bio
Ethan A. Welch
is an attorney with Hickman Lowder Lidrbauch & Welch Co., L.P.A., where he practices in the areas of elder law, special needs planning, estate planning, Medicaid planning, guardianship, and probate. Mr. Welch graduated, magna cum laude, from Bowling Green State University; and earned his J.D. degree from Ohio Northern University. He is a member of The National Academy of Elder Law Attorneys (NAELA), Ohio State Bar Association, and the Cleveland Metropolitan Bar Association.
Speaker bio
Mark Graziani
is an attorney and owner of Graziani Law, LLC located in Barberton, Ohio. He practices in the areas of bankruptcy protection, estate planning, and probate throughout Ohio from his office in Barberton. Additionally, Mr. Graziani is a veteran and provides services for fellow veterans. He earned his B.A. degree, magna cum laude, from Ohio State University in astronomy; his Master's degree in business administration, with honors, from the University of Akron; and his J.D. degree from the University of Akron School of Law.
Speaker bio
Richard S. Koblentz
is an attorney with Koblentz, Penvose & Froning, LLC. He devotes the greatest portion of his practice to the area of professional responsibility, including legal ethics, attorney discipline, bar admission representation, representation in the areas of attorney conflicts of interest, disqualification of counsel, law firm formations and dissolutions, legal malpractice representation as both plaintiff and defense counsel, and service as an expert witness. Mr. Koblentz also practices in the areas of complex and general civil litigation, criminal defense, probate, real estate, small business counseling and domestic relations. He has served as president of the Cleveland-Marshall Law Alumni Association, is an officer of the Cuyahoga County Bar Association, and is a member of the Council of Visitors at California Western School of Law in San Diego, California. He earned his B.S. degree from The Ohio State University and his J.D. degree from Cleveland-Marshall College of Law.
Speaker bio
Paul R. Shugar
is an attorney with Reminger Co., L.P.A. He is a member of Reminger's probate litigation department and has trial experience litigating million-dollar estate, trust and guardianship issues, such as undue influence, power of attorney abuse, and financial exploitation. An award-winning journalist who worked at daily newspapers around the country before becoming a lawyer, Mr. Shugar employs the writing and investigation skills he developed as a reporter to help people in a legal setting. He is a member of the Ohio State Bar Association and an officer for the Cleveland Metropolitan Bar Association's Estate Planning, Probate and Trust Law Section. Mr. Shugar earned his B.A. degree from Ohio University E.W. Scripps School of Journalism and his J.D. degree, cum laude, from Cleveland-Marshall College of Law.
Speaker bio
R. Jason Howard
is a sole practitioner in Dayton, Ohio, with a practice concentration in probate, wills and trusts, real estate, business planning, and related litigation. He has lectured for National Business Institute in these areas for fourteen years. Mr. Howard is a member of the Dayton and Ohio State bar associations. Mr. Howard is admitted to practice in Ohio, and before the U.S. District Court for the Southern District of Ohio and the U.S. District Court for the Eastern District of Wisconsin. Mr. Howard earned his B.S. degree from Wright State University and his J.D. degree from the University of Dayton School of Law.
Speaker bio
Piero P. Cozza
is the managing attorney of the Steubenville office of Dickie, McCamey & Chilcote, P.C., and a member of the firm's energy group, estate planning and administration group, insurance law and litigation group, real estate group, toxic tort group, and workers' compensation group. He concentrates his practice in the areas of estates and trusts, real estate transactions, and workers' compensation. In addition, Mr. Cozza handles insurance defense matters, including asbestos defense, and general insurance litigation, as well as small business consulting. He also has experience in litigation matters involving oil, gas and mineral title opinions and related matters. Mr. Cozza earned his B.A. degree, cum laude, and his M.A. degree from Kent State University. He earned his J.D. degree, with honors, from Capital University Law School. Mr. Cozza is a member of the Jefferson County Bar Association and Ohio State Bar Association. He is admitted to practice law in Ohio, Kentucky, and Pennsylvania; and before the Supreme Court of Ohio, Supreme Court of the United States, and U.S. District Court for the Northern and Southern districts of Ohio.
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