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Overview
Walk Through Every Step of the Process and Get Expert Guidance Along the Way
Some say probate is tedious, but estate administration is all about stories. Between the pages of legal forms and procedures are years of work, family traditions, and hopes and dreams realized or passed onto the next generation. In this storytelling edition of our course, seasoned practitioners will share their hard-won advice though case studies and hypotheticals. Learn from others' experience and come away better prepared for every step of estate administration. Register today!
- Explore common issues unique to small estates.
- Learn how to marshal assets and recognize hidden treasures in basements and garages.
- Find out what's needed to open the estate without a hitch.
- Learn what to expect from personal representatives and how to ensure good working relationships.
- Hear examples of asset distribution scenarios - effective and not.
- Predict and prepare for what can often go wrong at final accounting.
Abbreviated Agenda
- Obtaining and Reviewing All Estate Planning Documents
- Securing Property, Marshaling and Valuing Assets
- Qualifying for Small Estate Administration (by Affidavit), Unique Small Estate Issues
- Initial Notices, Letters of Administration, Opening the Estate
- Working With Representatives of the Estate: Common Problems, and Practical Tips
- Creditor Claims
- Heir and Beneficiary Issues in Probate: Minors, Persons With Disabilities, Contentious Siblings, and More
- Decedent's Trusts in Estate Administration
- Distributions Structures and Scenarios
- Final Accounting and Estate Closing
- Legal Ethics in Probate: Learning From Others' Mistakes
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
6 Total | 08-27-2026 |
| Arizona CLE |
|
6 Total | 08-27-2026 |
| California CLE |
|
6 Total | 08-27-2026 |
| Colorado CLE |
|
7 Total | 12-31-2026 |
| Connecticut CLE |
|
6 Total | 08-27-2026 |
| Delaware CLE |
|
6 Total | 08-27-2026 |
| Hawaii CLE |
|
6 Total | 08-27-2026 |
| Idaho CLE |
|
6 Total | 08-27-2029 |
| Illinois CLE |
|
6 Total | 08-26-2026 |
| Maine CLE |
|
6 Total | 08-26-2026 |
| Minnesota CLE |
|
6 Total | 08-27-2026 |
| Missouri CLE |
|
6 Total | 08-27-2026 |
| Northern Mariana Islands CLE |
|
6 Total | 08-27-2026 |
| Montana CLE |
|
6 Total | 08-27-2027 |
| North Dakota CLE |
|
6 Total | 08-27-2027 |
| Nebraska CLE |
|
6 Total | 08-27-2026 |
| New Hampshire CLE |
|
6 Total | 08-27-2027 |
| New Mexico CLE |
|
6 Total | 08-27-2026 |
| Nevada CLE |
|
6 Total | 08-27-2027 |
| New York CLE |
|
7 Total | 08-27-2027 |
| Oklahoma CLE |
|
7 Total | 08-27-2026 |
| Oregon CLE |
|
6 Total | 08-27-2027 |
| Pennsylvania CLE |
|
6 Total | 08-27-2026 |
| Vermont CLE |
|
6 Total | 08-27-2026 |
| Washington CLE |
|
6 Total | 08-26-2029 |
| West Virginia CLE |
|
7.2 Total | 08-27-2026 |
Select Jurisdiction
CLE
Agenda
-
Obtaining and Reviewing All Estate Planning Documents
-
Securing Property, Marshaling and Valuing Assets
-
Qualifying for Small Estate Administration (by Affidavit), Unique Small Estate Issues
-
Initial Notices, Letters of Administration, Opening the Estate
-
Working With Representatives of the Estate: Common Problems, and Practical Tips
-
Creditor Claims
-
Heir and Beneficiary Issues in Probate: Minors, Persons With Disabilities, Contentious Siblings, and More
-
Decedent's Trusts in Estate Administration
-
Distributions Structures and Scenarios
-
Final Accounting and Estate Closing
-
Legal Ethics in Probate: Learning From Others' Mistakes
- Diligence
- Joint Representation of Spouses
- Attorney Acting as a Fiduciary
- Attorney Fees and Scope of Representation
- Duty of Confidentiality
- Duty of Competency in the Context of Estate Administration Work
Who Should Attend
This legal guide is designed for attorneys. Accountants, fiduciaries, and paralegals will also benefit.
Speakers
Speaker bio
Shannon M. Cianciola
is an attorney with Manning & Clair Attorneys at Law where she practices in the areas of legal & business counsel, real estate, commercial transactions, probate and estate, and business succession planning. Ms. Cianciola earned her B.S. degree from John Carroll University and her J.D. degree from Cleveland-Marshall College of Law.
Speaker bio
Elizabeth H. Johnson
is a senior associate with Spence | Brierley, PC, where she focuses on the areas of estate, trust, and fiduciary litigation; as well as estate administration, and probate law. Ms. Johnson is a member of Baltimore County Bar Association, Anne Arundel Bar Association, Maryland State Bar Association, as well as Association of Certified Fraud Examiners, International Association of Document Examiners, Anne Arundel Estate Planning Counsel, and Baltimore County Provider Council (professional community dedicated to improving lives of older adults). She earned both her B.A. and J.D. degrees from the University of Illinois. She is admitted to practice in the state of Maryland.
Speaker bio
Deb Bess Urbaitis
is a solo practitioner at Courteous Law PC in Henniker, New Hampshire. She focuses her practice in estate planning, business and family law, and has assisted clients with a variety of legal matters. Ms. Urbaitis was admitted to the New Hampshire Bar in 2002. She earned her undergraduate degree from Texas A&M University and her Juris Doctorate from Franklin Pierce Law Center. Ms. Urbaitis is a member of the New Hampshire Bar Association, American Bar Association, and is a member of the following sections, groups and committees: ABA Section of Real Property, Trusts and Estates; ABA Law Practice Division; ABA Solo and Small Firm Division; ABA Elder Law and Special Needs Planning Group; ABA Trust and Estates Practice Group; ABA General Practice Division; and the New Hampshire Bar Association's Family Law Trust and Estates sections.
Speaker bio
Mary C. Youssi
is an attorney at Walny Legal Group, LLC, with offices in Milwaukee and Elm Grove. Her practice areas consist of estate planning and administration, probate, and asset protection planning, as well as elder law, including adult guardianship and protective placement. Ms. Youssi earned her B.A. degree from UW-Milwaukee and her J.D. degree from Marquette University Law School. She is a member of the State Bar of Wisconsin in the Elder Law Chapter; in addition to the Milwaukee Bar Association, where she is a member of the Probate Bench-Bar Committee. Ms. Youssi continues to volunteer as a Moot Court judge and coach for current Marquette Law students.
Speaker bio
Jennifer M. 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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