Trusts, Estates & Probate

4.45

Advanced Estate Administration

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Florida CLE Approved 7 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
OnDemand
5 hours 55 minutes
James Snow
Jennifer McInerney
Neal Jannol
Richard Saxl
T. Kevin Knight
With James M. Snow from James M. Snow Law Firm + 4 others
Recorded July 31, 2024
Product ID 98865

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$389

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Overview

Hone Your Skills and Resolve Complex Challenges

The seemingly simple tasks of probate and trust administration hide inside them a plethora of complex problems and opportunities. Are you up to the challenge? This course is designed for seasoned attorneys looking to upgrade their competence. Delve into the complex challenges, legal nuances, and evolving trends associated with managing and settling estates. Register today!

  • Explore advanced tax-planning techniques to minimize tax liabilities for clients.
  • Navigate the complexities of estate administration involving assets located in multiple jurisdictions.
  • Come away with practical tips for handling difficult trustees and personal representatives.
  • Get a tailored guide to legal ethics compliance that focuses on key estate administration tasks and problems.

This program was designed in conjunction with NBI's esteemed 2023-2024 Content Advisory Committee Member Louis Silverman.

Abbreviated Agenda

  1. Issues Involving Jurisdiction, and Assets in Multiple States
  2. Handling Business Interests and Family Businesses
  3. Education and Management of Personal Representative
  4. Complex Issues in Creditor Claims
  5. The Future of AI and the Risks Associated
  6. Trust Administration Problems After Death
  7. Complex Tax Planning and Reporting Issues
  8. Legal Ethics in Estate Administration

Related Topics

Product ID 98865

Credit Details

Credits Available
Credit Status Total
Alaska CLE Approved 6 Total
Arizona CLE Approved 6 Total
California CLE Approved 6 Total
Colorado CLE Approved 7 Total
Connecticut CLE Approved 6 Total
Florida CLE Approved 7 Total
Hawaii CLE Approved 6 Total
Idaho CLE Approved 6 Total
Illinois CLE Approved 6 Total
Maine CLE Approved 6 Total
Minnesota CLE Approved 6 Total
Missouri CLE Approved 6 Total
Northern Mariana Islands CLE Approved 6 Total
Montana CLE Approved 6 Total
North Dakota CLE Approved 6 Total
Nebraska CLE Approved 6 Total
New Hampshire CLE Approved 6 Total
New Mexico CLE Approved 6 Total
Nevada CLE Approved 6 Total
New York CLE Approved 7 Total
Oklahoma CLE Approved 7 Total
Oregon CLE Approved 6 Total
Pennsylvania CLE Approved 6 Total
Rhode Island CLE Upon Request 6 Total
Vermont CLE Approved 6 Total
Washington CLE Approved 6 Total
Wisconsin CLE Approved 7 Total
West Virginia CLE Approved 7.2 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Issues Involving Jurisdiction, and Assets in Multiple States

  2. Handling Business Interests and Family Businesses

  3. Education and Management of Personal Representative

    1. Attorneys' Duty to Educate the Client
    2. Falling Fiduciaries - What to Do?
      1. Failure to Communicate With the Attorney
      2. Failure to Manage the Estate
      3. Breach of Fiduciary Duty

  4. Complex Issues in Creditor Claims

    1. Untimely Claims
    2. Secured Creditors
    3. Tax Lien Rights
    4. Medicaid Estate Recovery Issues - Negotiating When There are Minors Or Disabled Beneficiaries

  5. The Future of AI and the Risks Associated

  6. Trust Administration Problems After Death

    1. Trustees Who Don't Understand Their Role
    2. Bad Drafting Language and Homemade Trusts
    3. Failure to Fund and Outdated Beneficiary Designations
    4. Changing Distribution Provisions Post-Mortem
    5. Trust Protectors
    6. Trust Assets Inventory and Valuation

  7. Complex Tax Planning and Reporting Issues

    1. Fixing Tax Exclusion Plans in Old Joint Trusts
      1. Family Settlement Agreement
      2. Court-Directed Modification
      3. Decanting
    2. Does the Modification Violate the "Material Purpose of the Trust?"
    3. Making a QTIP Election In Lieu of Modifying a Bypass Trust
    4. Inherited IRAs and Accumulation Trusts

  8. Legal Ethics in Estate Administration

    1. Clarifying Who Your Client is in Engagement Agreements and Communications
    2. Scope of Representation of a Fiduciary
    3. Avoiding Conflicts of Interest
    4. Cultural Sensitivity (Rule 2.1)
    5. Safeguarding Client Property (Rule 1.15)
    6. Communication (Rule 1.4)

Who Should Attend

This legal course is designed for attorneys. Accountants, tax professionals, fiduciaries, and paralegals will also benefit.

Speakers

James M Snow
James M.
Snow
James M. Snow Law Firm
Jennifer M McInerney
Jennifer M.
McInerney
McInerney Law
Neal B Jannol
Neal B.
Jannol
Law Office of Neal B. Jannol
Richard H Saxl
Richard H.
Saxl
Richard H. Saxl, Attorney at Law
T. Kevin Knight
T. Kevin
Knight
DSK Law
Speaker bio
James M Snow

James M. Snow

James M. Snow Law Firm
James Snow

is a sole practitioner in High Point, where his areas of practice include estate planning and settlement, estate litigation, asset protection, elder law, workers' compensation, personal injury law and business law. Mr. Snow is a member of several professional organizations, including the NC Advocates for Justice and the North Carolina Bar Association. He is past president of the High Point Bar Association, and the first winner of the Fisher-Haworth Award for outstanding service to the bar. He earned his B.A. and J.D. degrees from the University of North Carolina at Chapel Hill.

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Speaker bio
Jennifer M McInerney

Jennifer M. McInerney

McInerney Law
Jennifer McInerney

is an attorney with McInerney Law, where her practice is focused in estate planning, primarily for families with special needs children. She is licensed to practice in Alabama and Mississippi. Ms. McInerney is the founding member and co-president of the Board of Directors of Special Siblings, which provides support for children with special needs siblings. She currently serves as the president of the Board of Directors of the Jefferson County Intellectual and Developmental Disability Authority. Ms. McInerney is a member of the Board of Directors for Down Syndrome Alabama, Shelby Humane Society and 25:35. She earned her B.A. degree, magna cum laude, as well as her M.A. degree, summa cum laude, from the University of Alabama at Birmingham. Ms. McInerney earned her J.D. degree from Indiana University School of Law and her LL.M. degree in taxation from Washington University in St. Louis.

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Speaker bio
Neal B Jannol

Neal B. Jannol

Law Office of Neal B. Jannol
Neal Jannol

is a sole practitioner in Los Angeles at the Law Office of Neal B. Jannol. He has been an attorney for more than 20 years, and concentrates his practice on sophisticated estate and tax planning for individual clients, the representation of individual and corporate fiduciaries, and the administration of estates and trusts. Mr. Jannol's experience includes drafting revocable and irrevocable trusts, business succession planning, premarital planning, charitable gift planning, and all aspects of estate administration and probate procedures. He is a member of the State Bar of California. Mr. Jannol earned his B.A. degree, magna cum laude, from the University of California at Los Angeles and his J.D. degree from the University of California at Berkeley, Boalt Hall School of Law.

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Speaker bio
Richard H Saxl

Richard H. Saxl

Richard H. Saxl, Attorney at Law
Richard Saxl

is a solo practitioner with offices in Westport, Connecticut. His practice emphasizes all aspects of estate planning and probate, including probate litigation and probate tax issues. Mr. Saxl is a member of the Estates and Probate Section of the Connecticut Bar Association. He earned his B.A. degree from the University of Pennsylvania and his J.D. degree from Rutgers, The State University of New Jersey School of Law-Camden.

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Speaker bio
T. Kevin Knight

T. Kevin Knight

DSK Law
T. Kevin Knight

is a partner in the law offices of DSK Law. He is board-certified as a trial lawyer by both The Florida Bar and the National Board of Trial Advocacy. Over the course of his practice, Mr. Knight has generally focused on personal injury litigation. He earned his B.S.B.A. degree, summa cum laude, from the University of Central Florida and his J.D. degree from Stetson University College of Law.

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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.
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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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Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
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While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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